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.
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.
Data Flow Options
Pressing the Sync button will display the following "Data Sync Dialog":
[The screenshot above displays Forsta as an example - the exact display you see will vary depending on the survey platform you are using].
The arrows in the dialog represent the flows of data between codeit and your survey platform.
The three options available are:
| 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 |
Clicking on the Tick/Cross icons on each arrow allows you to control which types of data are synchronised and in which direction during the sync process.
Platform Support
The data flow options available will vary depending on which survey platform you are using. See here for more details on which options are supported for each platform.