Create a workflow to send Qualtrics responses to an Excel File in OneDrive

Note: this process generates a new row in a OneDrive Excel file per new response in Qualtrics. As such, it's best put in place after the survey is finalized and published, and before it generates meaningful data.

1. In Qualtrics, click on your project > Data and Analysis > Export Data. You can leave the export settings on their defaults.

   

2. In OneDrive, create a folder with a name you will recognize. Inside this folder create an Excel file.  Give the file a descriptive name relative to your project the the file's role in the process.
   
3. Copy/paste the headings from your Qualtrics Export into your excel file in OneDrive. CTRL-A to highlight what you have just pasted and format as a table.  Give the table and tab a descriptive names relative to your project the their role in the process. 
   
4. In Qualtrics, in your project, click on workflows >Create a Workflow > Start When an Event is Received

   

5. Select When a survey response is received. You can keep the default settings and click finish.
   

   

6. You have now created a workflow. Click on your workflow name to give the workflow a descriptive name relative to your project the the workflow's role in the process.

   

7. Qualtrics has a variety of tasks that can accomplish many things. In order to find the excel task, search "Excel" in the search box and select "Microsoft Excel: Add a row to a Microsoft Excel Table".
   

   

   
   

   
   
8. You should see your UK single sign on pop up under user account. If not, you may need to add and authorize your account.
9. We now need to connect the workflow to the file we created in OneDrive. Clicking on Select a Microsoft Excel Workbook should allow you to search folders in your OneDrive. Click on the OneDrive File we named earlier, tab, and table. This will populate a list of the table column headers. We now need to individually match the header fields on the left with the data on the right. To do this click on the {a} to the left of a data field and navigate to the field that matches the header.  Do this for all header fields.
   

   

10. Save your workflow and test by returning to your survey and completing a preview to generate data.  After a few moments a new row representing your data should appear in your OneDrive Excel File.