External Data Import

Overview

You can easily import survey data collected outside of Remesh and analyze using Remesh's suite of analysis tools, merge with other Remesh data or just have all your data in one place.

You can also upload participant demographic information into your Conversation such as screener data or HRIS data. If you'd like to read more about uploading participant demographic data you can read about that here.

How it Works

Researchers can choose to either import Qualtrics Data or Custom Data. Importing Qualtrics Data will allow you to import text entries, multiple choice and ranking questions. All other question types contained in your Qualtrics survey will be excluded. Custom Data import only supports open text responses provided in our CSV template, which you can find below.

Please note that the current limit for Ask Experience responses is 500 characters, meaning that imported open end responses exceeding 500 characters will be truncated. We are exploring expansion of character limits to support additional use cases.

Qualtrics Data Import

Before importing your Qualtrics data you will need to obtain two files, a QSF that is the discussion guide information and a CSV that is the response data.
For the QSF file, navigate to Qualtrics and click the Tools drop down from the Survey tab. Scroll to Import/Export and then click Export survey.
For the CSV file, go to the Data & Analysis tab, click Export & Import and then Export Data. In the Download a data table modal, make sure that you have the following fields selected: Download all fields and Use choice text. Then click the More Options button and select Split mulit-value fields into columns. Then click Download.
Navigate to the Remesh platform and click the blue plus button at the top right of your screen then External Data Import. Select Qualtrics from the drop down, and Next.
Select the team you would like to import to, then select your QSF and CSV files. You’ll also have the option to list any metadata that you would like to designate as Segments for analysis. You can read more about this in the Analyzing External Data in Remesh section below.
Once you proceed, you will see a preview of the eligible questions for import. Click Submit Files to begin importing. This process may take a few minutes. The imported data will appear on your dashboard as a Conversation, with the following icon:
Click the icon to begin your analysis, more on that below.

Custom Data Import

Before importing your Custom data, please note that this data will need to be in our specified CSV format and currently will support open text responses. To prepare your data for import, please reference this CSV Data Import Example (also available to download in the platform).
You also have the option to upload a segmentation file, which will create onboarding polls for each segment. Please reference this Data Import Custom Segments Example (also available to download in the platform), and note the following for the segment file upload:
1. Please ensure any blank cells are filled with text such as "no response" or "n/a" for a successful upload
2. Please replace any symbols such as &, @, # with a placeholder for a successful upload

The remainder of these instructions will be specific to our custom data import CSV, not the segmentation file import.When completing your CSV file, row 1 is mandatory. The title is also mandatory and will be used to search and identify this in your Remesh dashboard.The language is mandatory and should be the two letter code associated with the language the research was conducted in. Start and End time are optional, but please leave B1 and C1 as is if you do not utilize start and end.
Column A will contain participant IDs which is an alphanumeric code that will be used to identify each participant. You can create any participant IDs that work best for you.
Lastly, your questions will be input row 4 in column B and beyond. Below each question, you will input the response that corresponds with the participant in column A.
Once you've completed your import template, navigate to the Remesh platform and click the blue plus button at the top right of your screen then External Data Import. Select Custom from the drop down, and Next.
Select the team you would like to import to, then select your CSV file. If you would like to include segmentation, download the CSV demographic segmentation, input your own segments and choose that file.
Once you proceed, you will see a preview of the eligible questions for import. Click Submit Files to begin importing. This process may take a few minutes. The imported data will appear on your dashboard as a Conversation, with the following icon:
Click the icon to begin your analysis, more on that below.

Analyzing External Data in Remesh

Available Tools

All analysis tools available for Ask Experience, Poll and Rank questions will be available to use on imported data. This includes, but is not limited to, Results features like Sentiment, Thematic Clusters, Common Topics, chart visualizations, as well as Summarize and Auto Code. Note that % Agree is not available as data is represented as Ask Experience. Read more about our analysis tools here!

Segmentation

If you have meta data associated with your Qualtrics imported data, you can specify the fields that you want to use to create Segments when you import your file.

You can also use any poll question asked during the survey to create Segments in the Remesh platform.

Frequently Asked Questions

What is the maximum number of characters for each open-end response?
There is a maximum of 500 characters that can be imported for open-end responses. Responses that exceed 500 characters will be truncated.
Will this feature work for interview transcripts?
This release of Data Import was designed to work with survey data. It may work for clean transcriptions of structured interviews (of short or moderate length and conform to question-answer format), but is intended for survey data for the time being.
How will Remesh use/handle the data that is imported?
It will be handled consistent with our conversation privacy and data security policies.
What is the pricing of this feature?
If you have a subscription to the Remesh platform, this feature is included.
Why was my question marked as a “Skipped Message” after importing?
Currently, Qualtrics Data Import only supports text entries, multiple choice and ranking questions and Custom Data Import only supports open end text questions. Any other questions are not yet supported and will be skipped in the import.
Will Data Import Conversations appear in the Workspace Activity Dashboard for admins?
Yes, Data Import conversations will be viewable in the Workspace Activity Dashboard, but not by default. They must be filtered in by setting Type to Imported and Purpose to Non-Billable.
Can imported data be reopened as a Remesh Conversation? No, at the moment, the data set cannot be directly be re-opened as a Remesh conversation. However, users are able to import the conversation Discussion Guide into a new Live or Flex conversation and merge the results with your imported data.
How will poll options with text entry appear?

If your Poll options include an open text field, it will imported into Remesh in the following configuration:

If there is only one text field, then the platform will display the poll option selected and all of the text entries that are part of that option.

Post Conversation Analysis View:

Export View:

If the question contains more than one text field, then the platform will display the poll options selected, but not the text entry for each of them.