Quick start: SurveyCTO Desktop
Download data using SurveyCTO Desktop
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Click > on the bottom-left to go to the next slide.
1. Install SurveyCTO Desktop
Go to https://docs.surveycto.com/desktop/, and download and install SurveyCTO Desktop.
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2. Get started
Open SurveyCTO Desktop, and click CREATE YOUR FIRST WORKSPACE to get started.
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3. Name workspace
Give your workspace a name. It can be anything, but we recommend something related to your project.
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4. Select local storage location
Select the location where SurveyCTO will keep a local copy of your data. (Tip on next slide)
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Tip: Set local storage to user folder
Local storage is different than the export location where CSV files will be generated. By default, it will be in the "SurveyCTO Desktop Local Storage" folder in your main user folder, which SurveyCTO Desktop will create for you.
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5. Create workspace
Click CREATE NEW WORKSPACE when you are ready.
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6. Select Sync
In SurveyCTO Desktop, click Sync in the upper-left.
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7. Choose your server
Click LOG IN TO A NEW SERVER.
If your server is already listed, select that server.
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8. Enter server info
Enter the server name (this is what is before .surveycto.com in the URL you use to access the server console), and your login email address.
Then click Next.
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Tip: External viewers
If you are an external viewer (meaning you only have access to that form's data, and nothing else on the server), select I am an external viewer. Check out our documentation to learn more.
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9. Enter password
Enter your password, then click LOG IN.
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Tip: External authentication
If you are a user who is externally authenticated (usually using Google), sign into that account when prompted.
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10. Select data destination
Click Browse, and then select where you would like to export your data to. Then, click CONTINUE.
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Tip: Select private key
If your data is encrypted, click BROWSE FOR KEY FILE, and select the private key file that can decrypt your data.
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11. Select forms to sync
Select the form(s) you would like to download the data for, then click CONTINUE.
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12. Run the export
Click RUN NOW to begin the data export. This may take some time.
Tip: Leave SurveyCTO Desktop running in focus. Go have some tea!
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12 (cont). Run the export
It will say COMPLETED when the export is complete.
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Tip: Watch for errors
Check in every so often to make sure SurveyCTO Desktop is running smoothly. If there are issues, click VIEW DETAILS, and check the logs. If you need to reach out to SurveyCTO support, send those sync logs. Also, on the menu bar at the top, click SurveyCTO Desktop > Show log files, and send those files as well.
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Export complete
A CSV file will be created in the location you selected in step 10, as well as a PDF export report. If any submissions have attachments, they will be in the media folder.
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Tip: Check out other export options
In SurveyCTO Desktop, click Workspace settings in the lower-left, then click EXPORT OPTIONS on the top. There, you can change various export settings.
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⟲ CLICK HERE TO RESTART
The end
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