How can I upload my questionnaire file (Word or Excel) to the inca platform?

Once you've signed up and logged in to your account, you will be directed to the PROJECT DIRECTORY page. To create a new study, just click the +New Project button. Users can either build a study from scratch or upload from an existing questionnaire files (Word or Excel).

To program individual question, click Build. To upload a question file, click Import.

Import

The Survey Upload feature enables users to upload existing questionnaire files (Word or Excel) to automatically generate a survey project. This significantly reduces the need for manual setup in the builder, helping users move faster from questionnaire programming to execution.

This feature is designed to streamline workflows for users who already have surveys prepared offline, while still allowing flexibility to review, refine, and enhance the uploaded survey within the platform.

In the Import Page, follow these steps to upload the questionnaire:

1. Add the Project Name. The project name is used for the project card and Builder Overview page

2. Upload the file by drag-and-up or click to browse the file. Currently, the supported formats are: .docx, .xlsx, .xlsm

 - Note: For Excel files, only one sheet can be selected

3. Click Import Questionnaire

“Make Conversational” Toggle (this is optional)

- When enabled, AI rewrites survey questions into more natural, conversational language while preserves the original meaning and intent

4. Upon submission, a popup is displayed informing the user that the import will take a few minutes minutes to process and users can go back to the Project Directory. 

5. While processing:

1. A new Project Card is created in the Project Directory
   
2. The card displays a “Processing” status indicator
   
3. The card is not clickable during this state
   

6. Once processing is complete, users will receive an email that the project is ready for review.

1. The “Processing” indicator is replaced with the standard “Draft” status
   
2. The Project Card becomes clickable. Simply click Edit to edit and review the imported questionnaire
   

7. User will be taken to the Overview page. Click Question Builder to review the individual questions that were uploaded.

Scope and Limitations:

Supported Language: English only

Supported Format: Word/ Excel (single sheet)

Supported Question Types:

• Choice (including single choice and multiple choice)

• Scale

• Rank Order

• Grid (displayed as a Carousel)

• Open-Ended

• Numeric

• Message with text only (displayed as a multimedia question with text only)

Supported Fields:

• Question Number (use the question order if it’s not specified in the questionnaire)

• Question Label (AI-generated from the question wording if not explicitly provided in the questionnaire)

• Question Text

• Option Label and Text 

• Card Label and Text 

Supported Option Settings:

• Not applicable option

• Other, specify option

• # of selections allowed

• Randomization of options

Not-yet Supported Question Types/Features

The following question types/features are not uploaded automatically, and need to be added manually:

• Termination logic

• Quota requirements

• Question logic

• Option logic

• Option piping

• Answer referencing

• Virtual questions

• Grouped / looped questions

• AI Probing

• Quality control settings

• Non-text stimulus materials (e.g. images, videos)
  

• Multilingual question and option wording
  

• Related Articles

• How to download data map (questionnaire)?

  To download a data map or questionnaire for your study, you can do so by going to theProject Directory Page. Hover over to your project/study then click MORE and click Question & Option Export to download the questionnaire/data map (excel format).

• How to set up an Open Ended Question and optimize probing (inca SmartProbe Studio)

  Main use: Using an open-ended question, participants can freely type answers in their own words (as opposed to a pre-determined list in Choice questions), which can be in lengthy essays or short texts. A. For inca platform users, you access inca ...

• What question types are available on inca?

  inca provides 20 different types of questions, which fold into 4 main categories -Standard Questions, Specialty Questions, Static Content and Logic Questions. Presented with an image of a Blob Tree, participants are asked to select a character that ...

• What languages are supported by inca?

  inca Platform currently offers 90 languages: Gujarati Language ID SmartProbe Support Score Afrikaans af 90% Albanian sq 90% Amharic am 56% Arabic (MSA) ar 90% Arabic (Egyptian) ar_EG 83% Arabic (Levantine) ar_LB 81% Arabic (Gulf) ar_SA 83% Arabic ...

• How to set up Audience from INCA PANEL

  What is INCA PANEL? INCA PANEL connects to Dynata's global panel, through which, the user can source Audience directly from inca platform without reaching out to the panel providers separately. How to set it up? In order to set up the Audience from ...