Microsoft Excel Integration

Integrating Responsly with Microsoft Excel allows you to quickly and easily transfer survey results into spreadsheets, unlocking powerful possibilities for analyzing and reporting on collected data. With this integration, you can:

• Analyze data flexibly — build your own tables, charts, summaries, and reports tailored to your team’s needs.
• Track trends and compare over time — such as changes in customer satisfaction, employee engagement, or quiz results.
• Automate data processing — use Excel formulas and functions to automatically calculate metrics, create rankings, or generate summaries.
• Easily update results — each time you export new data from Responsly, you can refresh your existing reports and dashboards in Excel effortlessly.

This way, you can fully leverage the potential of data collected in Responsly and make informed, data-driven decisions based on clear and reliable insights.

Step-by-step Integration Guide

Step 1 — Start the Integration Setup

1. Log in to your Responsly account.
2. Go to the Surveys tab, choose the survey whose data you want to send, and open the Integrations section.
3. From the list of available integrations, find Microsoft Excel and click “Connect.”

Step 2 — Connect Your Microsoft Account

1. After clicking “Connect,” a Microsoft login window will appear.
2. Enter the credentials of the Microsoft account you use for Excel (for example, a Microsoft 365 work account).
3. Grant Responsly the required permissions to read and write files in OneDrive/Excel Online.
4. After successful authorization, you’ll be redirected back to Responsly and the integration status will change to “Connected.”

Step 3 — Configure Data Transfer

1. Choose where you want to store the responses: “Create a new workbook” or “Use an existing one.”
2. Define the scope of data to be sent, e.g. all questions or only selected fields.
3. Save the integration settings.

Step 4 — Automatic Data Synchronization

• From now on, every new response collected in Responsly will be automatically saved to the selected Excel file.

• The data will appear in real time in the specified worksheet, with no need for manual exports.

  At any time, you can:

  • change the connected Excel file,
  • add more surveys to the integration,
  • pause or remove the connection.

Step 5 — Verify the Integration

1. Submit a test response to your survey in Responsly.
2. Open the connected Excel file.
3. Check if a new row with your response has appeared — this confirms the integration is working correctly.