Introduction
After you have linked to a survey in your survey platform, a project will be created with all of the relevant Tasks configured.
At this stage, only the configuration is complete - your codeit project does not contain any actual survey data.
Synchronising data from/to your survey is the role of the "Sync Data" process in codeit.
Initiating a Data Sync
When you want to synchronise the data between your survey platform and codeit you need to manually trigger the "Sync Data" process. Manually initiating it in this way gives you full control of the timing and management of the process.
For example, only you can know when is the right time to load in new data for coding, or when the coded data is finalised and ready for writing back to your survey.
To initiate a data synchronisation, you press the Sync Data button for the relevant project on the Project Dashboard page.
Introducing the Data Sync Dialog
Pressing the Sync button will display the "Data Sync Dialog" (see screenshot below, illustrating a Forsta Surveys project).
There are three possible types of data sync that can be controlled within this dialog:
| Step | Description |
| Source Data | Synchronises verbatim responses from/to your survey platform |
| Coded Data | Synchronises coded data from/to your survey platform |
| Translations | Synchronises translations from codeit to your survey platform |
Data Link Support
The following table summarizes the different methods of reading and writing data to and from codeit
| Source Data to codeit | Synchronize source data from the external platform to codeit |
| Source Data from codeit | Synchronize edited verbatims from codeit to the external platform |
| Coded Data from codeit | Writeback coded data to the external platform |
| Coded Data to codeit | Synchronize existing coded data from external platform to codeit |
| Translations from codeit | Synchronize translations from codeit to the external platform |
For each sync type, you can see below if it is supported by each external platform
| Data Link | Source Data to codeit | Source Data from codeit | Coded Data from codeit | Coded Data to codeit | Translations from codeit |
| Alchemer | 1 | 0 | 0 | 0 | 0 |
| Askia | 1 | 1 | 1 | 1 | 0 |
| Cmix | 1 | 0 | 1 | 0 | 0 |
| Forsta Surveys | 1 | 0 | 1 | 0 | 1 |
| Marketsight | 1 | 0 | 1 | 0 | 0 |
| Qualtrics | 1 | 0 | 1 | 0 | 0 |
| Questback | 1 | 0 | 0 | 0 | 0 |
| SurveyToGo | 1 | 0 | 0 | 0 | 0 |