Uploading a survey

Upload a survey file to start extraction and answer generation in SurveySync.

Prerequisite

  • Prepare an Excel survey file in .xlsx format.

  • Set a due date for tracking completion in the survey list.

  • Ensure your knowledge base documents are ingested and available.

Upload a survey file

  1. Go to Surveys.

  2. Select Upload Survey.

  3. In Document type, select a survey category.

  4. In Due date, select a date.

  5. Drag your file into the upload area or select select files to upload.

  6. Select Upload.

Survey upload requirements

  • Supported format XLSX

  • Maximum file size 10 MB

  • Sheet size limit 80,000 characters per sheet, or approximately 150 questions per sheet.

Note

If a sheet exceeds the size limit, SurveySync shows a message with the maximum rows allowed for that sheet.

After upload

  • The survey appears in Surveys in use.

  • Status and progress update as extraction and generation run.

  • If extraction fails, the row displays Extraction Failed.

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