How to connect SurveyMonkey with SharePoint

This "how-to-connect" documentation will explain the initial configuration of an example connection from SurveyMonkey to a SharePoint Online List in Office 365. We will be synchronizing data stored in SurveyMonkey.

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

Contents

1. Configuring SurveyMonkey

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

3.2 Data model

3.3 Pop-up

3.4 Backend service and authentication

1. Configuring SurveyMonkey

To connect to SurveyMonkey you must create an application first. Go to https://developer.surveymonkey.com and create an account. Access your account and in My Apps, add a new app.

Give your application a name and select public app.

Go to Settings and set the callback URL as showed in the picture.

Scroll down and copy your access token. We are going to use it in the Layer2 Cloud Connector.

Scroll down again to set the required scopes for your application. The provider needs at least these: View Users, View Surveys, View Responses, View Response Details, View Contacts, and View Collectors.

Save all your changes.

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

Connections to SurveyMonkey can be uni-directional only. An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction.

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

Select the Data Provider for SurveyMonkey from the data provider list. You can search for SurveyMonkey by typing into the selection box.

For the Connection String, we need the information mentioned in step 1. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

OAuthAccessToken=youraccesstoken;InitiateOAuth=OFF;CallbackURL=http://localhost:33333;IsPrivateApp=false;	

• "OAuthAccessToken=yourappaccesstoken;" this property must be set to the access token from the application in the previous step.
• "InitiateOAuth=OFF;" this property must be set to OFF once we are not using the OAuth flow but the access token.
• "CallbackURL=http://localhost:33333;" this property defines the callback URL.
• "IsPrivateApp=false;" this property defines if we are using a private app or not.

The Select Statement text box is used to define specific data queries. We will be gathering all results from our Vorlage_Questions table grouped by the QuestionText column. In order go get the questions of your survey, append "_Questions" to your survey name. If you want to get the responses, append "_Responses". You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

SELECT * FROM [Vorlage_Questions] GROUP BY QuestionText;

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your SurveyMonkey entity.

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup. 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Microsoft_Modern;

• "URL=https://your_custom_sharepoint_url/AllItems.aspx;" This property defines the URL of your custom list that will be addressed.
• "Authentication=Microsoft_Modern;" this property will determine the authentication method used. Microsoft_Modern is the default authentication method to access Microsoft Office 365 / SharePoint Online and should work in most cases, even if the SharePoint site is connected to an ADFS. This authentication does not need any further connection string settings, other than the URL of the connected system.
• Optional: "User" parameter for information about the account used for the authentication.

Save your changes by using the right-hand pane option Save Changes.

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. Save your changes by using the right-hand pane option Save Changes.

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

Below is a data preview of the information we have accessed in our source entity:

This will be the result in our SharePoint Online list after our initial successful synchronization:

See section 3.1 for further information.

3. Hints and known issues

3.1. Connection direction

As far as tested, this connection supports uni-directional only

3.2. Data model

To see all the tables and views you can access with the SurveyMonkey provider, use these queries in the Select Statement:

SELECT * FROM sys_tables

SELECT * FROM sys_views

If there are more tables or views available, you can load them with the option "load more" in the popup window.

3.3 Pop-up

When clicking on Preview Data, some browser versions are not supported. You can change the selected browser version for the Preview Data pop-up window adding or changing a specific registry key in Windows.

Open your registry editor and follow this path:

HKEY_CURRENT_USER\Software\Microsoft\Internet Explorer\Main\FeatureControl\FEATURE_BROWSER_EMULATION

Create a new DWORD (32bit) with the name mmc.exe and set the decimal value to 11001. Restart the Cloud Connector.

You can find more information about it here.

3.4 Backend service and authentication

The connection to this system uses a custom authentication. The provider needs the running account connected to the backend service from the Cloud Connector. 

Open services.msc and search for the Layer2 Cloud Connector Backend Service. Right-click on it and go to Properties. Set your account with the password in the tab Log On. Restart the service.

NOTE: if you update your Layer2 Cloud Connector, this step must be repeated.

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