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<img src="/uploads/upload/image/5200/direct/1595435672863-1595435672863.png" alt="Simple icon design with a blue plus symbol on the left and orange gradient chat/speech bubbles on the right, indicating adding or importing communication or survey data." width="373px" style="width:373px;" class="fr-fic fr-dib"> Survey data is not just the respondent's answers (the "data") but just as importantly is also the question text, response options and survey structure ( the "metadata"). Data formats such as SPSS (.sav) are nice as they include both. Protobi can read the variable labels and value formats from SPSS files and even recover the survey structure reasonably well using the Autogroup feature. Additionally, survey engines like Confirmit can export survey metadata as either Excel or XML. This is useful as it they contain even more information about survey content and organization that can be used to create a better view right away. When you get survey data ask your survey programmer if they can produce a machine-readable layout file. Protobi can even pull the data layout directly by connecting to Confirmit's API. To read data from Confirmit we only need the API key for the account with permissions to the relevant surveys. ## **Import Excel layout file** Confirmit can export a layout file in Excel format that looks like this: <img src="/uploads/upload/image/5200/direct/1575959664063-1575959664063.png" alt="Excel spreadsheet displaying Confirmit survey metadata with columns for Question ID, Variable ID, Type, Start, Finish, Answer Code, Question Label, and Answer Label, showing questions S0-S3 about medical specialties and practice types with corresponding variable names and numeric ranges (766-772)." class="fr-fic fr-dib"> In Protobi, go to the Data tab under Project Settings and upload this file to a new document named "**confirmit.xlsx**" <img src="/uploads/upload/image/5200/direct/1575959780180-1575959780180.png" alt="Protobi file management interface titled "confirmit.xlsx" with fields for Name (confirmit.xlsx), Type (document), Updated (Mon Dec 09, 2019 10:37 am), Filename (J2594 HCP Data Layout.xlsx), Description (Confirmit layout file), an upload dropzone stating "Drop a CSV or SAV data file here or click to select", and buttons for Apply, Delete, Original, and Direct." width="375px" style="width:375px;" class="fr-fic fr-dib"> When uploaded, press the button "Apply". This will trigger Protobi to parse the layout file and upload the element specs to the project. **XML layout file** The survey programmer may be able to provide an XML file from Confirmit. This is ideal as it contains the entire survey – questions, structure, logic and all. In Protobi, go to the Data tab under Project Settings and upload this file to a new document named "**confirmit.xml**": <img src="/uploads/upload/image/5200/direct/1575960015138-1575960015138.png" alt="Protobi file management interface titled "confirmit.xml" with fields for Name (confirmit.xml), Type (document), Updated (Mon Dec 09, 2019 08:22 am), Filename (p3093983835.tidy.xml), Description (Confirmit layout file), an upload dropzone, and buttons for Apply, Delete, Original, and Direct." width="379px" style="width:379px;" class="fr-fic fr-dib"> When uploaded, press the button "Apply". This will trigger Protobi to parse the layout file and upload the element specs to the project. **Caution: applying layout files will completely reset the project.** If there are changes you've made that you'd like to retain, contact [support@protobi.com](mailto:support@protobi.com). ## **Import data layout from Confirmit's API** Protobi can connect directly to Confirmit's API, using the API key for the account with permissions to the relevant survey. A survey engine connection set up allows us to refresh data and pull the data layout (reset elements) with a click of a button. This setting is under the advanced tab in [project settings](/admin-access/project-settings). <img src="/uploads/upload/image/5200/direct/1684780064864-1684780064864.png" alt="Protobi Project settings page for "Example Pharma Survey" with Advanced section selected, displaying Survey Engine Connection form with fields: Connection name (Confirmit REST API dropdown), Survey ID (p483092216650), Table name (main), unchecked "Columns to lower case" checkbox, checked "Completes only" checkbox, and three buttons (Save, Refresh data, Reset elements), followed by Delete project section with warning message and Test section with error testing buttons." class="fr-fic fr-dib"> **Caution: reseting elements will completely reset the project.** If you want to bring in the data layout for new questions (i.e. for tracking studies) and retain manual edits you made to the project, contact [support@protobi.com](mailto:support@protobi.com). Also see [Protect elements from deletion](/admin-access/project-elements).
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