Documentation

Download the pdf version of the instructions here!

1. Create an account.
Follow this link to the Registration page.

Once you have submitted your registration, a Priority Thinking team member will contact you in order to complete the registration process. You will not be able to use SurveyTransfer until Priority Thinking has approved your account.

2. Link your SurveyGizmo account using the API Key.
When you log in for the first time, your Home page will be empty and you will be prompted to provide a SurveyGizmo API Key on the Application Settings page.

Learn how to acquire a SurveyGizmo API Key in this article. The SurveyGizmo user must have administrative privileges. To learn about restricting API Key permissions, refer to this article.

3. Choose the SurveyGizmo teams you would like to display on the Home page.
SurveyTransfer loadouts can be customized for each team in SurveyGizmo. To learn more about teams, refer to this article. Choose teams from the drop down menu to add to the Home page on the "SurveyGizmo Filter" tab of the Application Settings page.

4. Enter your database Hostname, Database Name, and login credentials.
This database will be the target of the data inserts. As of 1/13/2017 only SQL Server databases have been fully tested.

  • Hardware Requirements: The machine running your database should have a minimum of 2GB of storage and 3GB of memory or 5 DTUs. For information about DTUs refer to this article.
  • Database User Requirements: The user whose account SurveyTransfer will use to insert data into the database must have the minimum permissions of CONNECT, INSERT, UPDATE, and SELECT.
  • Database Schema: A sample table creation script can be downloaded below which includes all tables and fields necessary to run the SurveyTransfer.

Download a Sample Database Creation Script (You must be Logged In):

The script will create the table structure shown below, where the red lines represent Key relationships.

Other configurations of the data tables are possible. The example below shows a minimal approach that can be managed very easily.

For security purposes, SurveyTransfer should not be connected to your production database. Instead, use jobs or stored procedures to move data into production from a staging database.

5. Create your first loadout.
Once your SurveyGizmo account has been set up, you will see a table on the Home page where you can begin creating loadouts. Click a team and you will be prompted to create and name a new loadout.

6. Build your loadout.
There are 8 components for each loadout that you can set up. Each component represents a data set you can pull from SurveyGizmo.

  • Note: "Campaign Contact" and "Campaign" components of the loadout will not work unless the SurveyGizmo user whose API key is associated with the loadout also initially created the campaigns and contacts in SurveyGizmo.

Specify the database table name, and column names where you would like the survey data to be inserted.

Define additional custom fields. These will insert a static value into the specified column name.

Some components have filters. Filters limit the data set that is requested from SurveyGizmo and, consequently, inserted into your database.

7. Set the schedule for your loadout.
Your loadout can be scheduled to run at certain times of the day to refresh the data in your database. Additionally, you can click the "Run Loadout Now" button to begin the data transfer manually. View the success or failure of data transfers on the "Logs" tab.

8. Review Billing Information.
Under your account Settings, the "Activation & Billing" tab allows you to keep up with your billing statements for the SurveyTransfer service. A list of dated statements can be viewed, as well as your recent billing activity.

Adding a payment option allows you to pay for individual statements. The card details you provide for payment options are not saved.

9. You're done!
Remember, Priority Thinking consultants are available to assist users in SurveyTransfer. Drop us a line using the contact form or contact us directly using the information below.

Phone: 585-388-2040

Support: support@prioritythinking.com

This web application is © 2017 Priority Thinking®, LLC. All rights reserved. Portions of this software are copyrighted by their respective owners as indicated in the copyright notices below.

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The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

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The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

BETA AGREEMENT

FOR PRIORITY THINKING® SURVEYTRANSFER℠

The following are terms of a legal agreement (“Beta Agreement”) between the Licensor, Institute 4 Priority Thinking, LLC (“Priority Thinking”), and the party accessing and using SurveyTransfer? (“User”). The Beta Agreement governs User’s use of and access to SurveyTransfer? (“Service”) and any services or advice provided by Priority Thinking. This Agreement takes effect when User completes the online registration process (i.e., “registers”) to use Service. By registering for Service, User represents it has the power and authority to enter into this Beta Agreement, and that this Beta Agreement constitutes a valid and binding obligation. To the extent there is any discrepancy or conflict between this Beta Agreement and other communications with Priority Thinking and its employees, this Beta Agreement shall control.

1. Definitions: For purposes hereunder, the following terms will have the meanings set forth in this Section 1.

  • 1.1 "Service" means the object code and related user documentation of a web-based Software as a Service (SaaS) which consists of Priority Thinking's basic SurveyTransfer? application together with any other modules, applications or services which may be provided by Priority Thinking for the Beta Period, as defined below.
  • 1.2 "Beta Period" means the period commencing upon User’s registration for the Service and continuing in effect for a period not to exceed 90 days, unless an extension is granted in writing by Priority Thinking.

License & Intellectual Property Rights.

  • 2.1 Priority Thinking hereby grants User access to the Service for use by User during the Beta Period on a trial basis in order to enable User to test Service, solely for its internal use and not for resale or redistribution to a third party.
  • 2.2 The content of the Service, including without limitation, the text, software, scripts, graphics, pictures, photos, sounds, music, videos, interactive features and the like ("Content") and the trademarks, service marks and logos contained therein ("Marks"), are owned by Priority Thinking, and are subject to copyright and other intellectual property rights under United States and foreign laws and international conventions. Priority Thinking may, in appropriate circumstances and at its discretion, disable and/or terminate the accounts of Users it believes to be willfully infringing the intellectual property rights of Priority Thinking or third parties. User will not take any action in derogation of the intellectual property rights of Priority Thinking in the Service or use the Service to infringe upon the intellectual property rights of others.

3. Term and Termination.

  • 3.1 The term of this Beta Agreement will commence upon User’s registration for the Service and will continue in full force and effect until User's return of the Service in accordance with Section 3.2 below.
  • 3.2 Upon the expiration of the Beta Period, unless otherwise agreed by Priority Thinking, User’s access to the Service will be discontinued, and all copies of related documentation in User's possession shall be returned to Priority Thinking.

4. LIMITATION OF LIABILITY. THE SERVICE AND ANY SUPPORT THEREOF IS PROVIDED TO USER ON AN "AS IS" BASIS DURING THE BETA PERIOD. USER HEREBY WAIVES ALL WARRANTIES RELATING TO THE SERVICE DURING THE BETA PERIOD, INCLUDING BUT NOT LIMITED TO ANY WARRANTY OF, NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR USE FOR A PARTICULAR PURPOSE. USER FURTHER AGREES THAT NEITHER PRIORITY THINKING NOR ITS OWNERS, OFFICERS OR EMPLOYEES WILL BE LIABLE FOR ANY CLAIM OR CAUSE, WHETHER BASED ON BREACH OF CONTRACT, NEGLIGENCE OR OTHERWISE, WHICH ARISES OUT OF OR RESULTS FROM THE PROVISION OR USE OF THE SERVICE, OR ANY SUPPORT THEREOF, DURING THE BETA PERIOD.

5. Publicity.

  • 5.1 User grants Priority Thinking the right, to be exercised in Priority Thinking’s sole discretion, to use the facts, contents, and outcome of the Beta Service testing, as well as User’s comments, in Priority Thinking’s promotions, press releases, public relations, advertisements, and other sales and marketing activities. Such right shall be unlimited in duration, and no compensation shall be required for Priority Thinking’s exercise of such right.

6. General Provisions.

  • 6.1 This Beta Agreement will be governed by the law of the State of New York, excluding its conflict-of-laws provisions and rules.
  • 6.2 The headings in the Beta Agreement are for reference purposes only; they will not affect the meaning or construction of the terms of this Beta Agreement.
  • 6.3 This Beta Agreement contains the complete and exclusive understanding of the parties with respect to the subject matter hereof. No waiver, alteration, or modification of any of the provisions hereof will be binding unless in writing and signed by a duly authorized representative of each party hereto. Neither the course of conduct between the parties nor trade usage will act to modify or alter the provisions of this Beta Agreement. If User issues a purchase order or other similar document it will be for User's internal purposes and, therefore, even if it is acknowledged by Priority Thinking, the terms and conditions of such purchase order or similar document will have no affect on this Beta Agreement.

Updated 1/7/2019