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Current Survey functionality in Acumatica?

  • August 22, 2023
  • 6 replies
  • 331 views

jhouser
Captain II
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Hi everyone,

Have a client looking to send and manage surveys using Acumatica, perhaps with a Surveymonkey integration. Everything I’m seeing (including the latest GitHub package) is about 3 years old. Does anyone have info on a current option?

Best answer by darylbowman

I recently worked on a partial integration with SurveyMonkey. They wanted to see basic information about the responses, enough to put in a dashboard.

If you'd like, connect with my LinkedIn and we could discuss it.

6 replies

darylbowman
Captain II
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  • Answer
  • September 11, 2023

I recently worked on a partial integration with SurveyMonkey. They wanted to see basic information about the responses, enough to put in a dashboard.

If you'd like, connect with my LinkedIn and we could discuss it.


Doug Johnson
Acumatica Moderator
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  • Acumatica VP, Product Management
  • May 21, 2024

We have posted some code on GitHub that others have used to integrate Survey Monkey with Acumatica. The repository is here:https://github.com/Acumatica/acumatica-surveymonkey. In the past, I used it for a demonstration.

Acumatica does not support code that is posted to GitHub (and this one is older so it may require some updates).


jhouser
Captain II
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  • Author
  • Captain II
  • May 22, 2024

@Doug Johnson Thank you, this is good to know. 


Kulvir Kaila
Jr Varsity I
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  • Jr Varsity I
  • October 1, 2024

We have posted some code on GitHub that others have used to integrate Survey Monkey with Acumatica. The repository is here:https://github.com/Acumatica/acumatica-surveymonkey. In the past, I used it for a demonstration.

Acumatica does not support code that is posted to GitHub (and this one is older so it may require some updates).

@Doug Johnson - Seems like you need Enterprise level plan from SurveyMonkey in order to get API access, is that the case in order to use this customization with Acumatica?


rkenna
Captain II
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  • Captain II
  • March 13, 2026

Hi all,

Does anyone have any recommendations or documentation for setting this up? I cannot seem to find anything on the surveys other than this post and Using Acumatica Survey? | Community, and I did not see any help pages in Acumatica.

Thanks,

RJ


Doug Johnson
Acumatica Moderator
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  • Acumatica VP, Product Management
  • March 14, 2026

I attached a Survey Monkey customization file from 2024 R1. I was able to publish it to 2025 R2 but I did not set it up completely. The setup in Customer Management Preferences and Case Classes does not work with the Modern UI, so you need to switch to the classic UI.