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.
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.
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.