How do I import my responses?

Answers can be imported via template to easily answer survey requests. This article guides you to import answers for all assessment types. If you have already downloaded and filled out the template, and are ready to upload the answers, click here.

You must use a template generated from the platform.

To troubleshoot importing data, click here.

Download the template

  1. Click the menu icon  in the top left corner.
  2. Click Responses.
  3. Click the assessment for which you would like to import answers.
  4. Click Continue.
  5. Click Import.

    6. The template download page is displayed.

Figure 1. Answer page. Import is in the top right of the answer page.
  1. Click Get Template.

    2. The template downloads to your computer. You need to return to this page when you're ready to upload your answers.

Figure 2. Assessment template box.
  1. Open the template and add your responses.

    2. Each tab in the template represents a section of the assessment.

For Site or Product level assessments, each site or product that was added prior to opening the assessment is displayed in the first column. You need to fill out applicable information in the corresponding row. If a site or product is not displayed - click here for further instructions.

  1. Save the new template to your computer.

Upload answers

  1. Click Upload Answers.
  2. Select your template.

    3. Your answers start uploading automatically. You can check on the progress via the blue progress bar. Any errors are displayed below the progress bar. Troubleshoot importing data.

Figure 3. Completed Progress bar.
  1. Click Back to view your uploaded answers.

    2. You can update any answers and add comments or documentation after your answers are imported.

  2. Click Submit to submit the assessment to the buyer after confirming your answers.

The requesting buyer cannot view your answers until you submit. This allows you the opportunity to do a final review to ensure accuracy before submitting the assessment.

Troubleshoot Importing Data

  • In the template, each line represents a supplier and each tab represents a section of the assessment.
  • Multi-Select and Multiple Choice options must be typed exactly as displayed in the column drop-down list or selected one at a time.
  • To remove a selection from the drop-down, select the option again in the drop-down.
  • Numeric responses can only contain numbers. Periods and other characters ( , / # % ) are not allowed.
  • You cannot add or remove any cells to the import template.
  • Comments and documents can be added after you have imported your answers.
  • Only the SupplyShift generated import template can be uploaded to the platform.
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