Overview

Customers need to inform which people are going to receive a survey so that ResponseTek can send it for them to answer. Each invitation indicates a person who should answer a specific survey. That is why importing invitations is a key activity in ResponseTek.

How Invitations Are Imported

Once the surveys are configured in ResponseTek, customers generate CSV files with a list of invitees and upload them to an SFTP server.

A .NET application reads information from CSV files and imports them into the database. The import process is configured by the Professional Services team according to the customer requirements.

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There are two services involved in the import process that run on the Primary IIS server:

• Queue Caller: Processes all invitation files in the queue. Since there are multiple customers on one server, the queue is organized to prevent deadlocks.
• Invitation Aggregator: It is used for productized web service that reads information received in XML and creates CSV files for importing.

The services mentioned above run on the Primary IIS server.

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Validations

There are many validations performed before invitations are imported:

• File format
  • File naming
  • Number of fields in the file
  • Data encoding
  • Column separator
• Data validation
  • Fields in the correct format (email address, phone number, etc.)
  • Mandatory fields
  • Re-invitation rule

For knowing more about the validation and how to solve issues, refer to Troubleshooting Invitation or Hierarchy Files Rejected by the Import Process.