KoboToolbox is a data collection platform used to create surveys, collect field data, and manage research projects. By connecting KoboToolbox to Coefficient, you can import your data directly into Google Sheets or Excel for easier reporting and analysis.

Through Coefficient's AI-powered agent chat, you can quickly pull data from your KoboToolbox forms and organize it in your spreadsheet. Once imported, you can also schedule automatic refreshes, create snapshots, and set up automations to keep your data up to date. 📊

Connecting to KoboToolbox

Import from KoboToolbox

Schedule your Import, Snapshots, and Add Automations

FAQs for KoboToolbox Integration

Connecting to KoboToolbox

When you begin a KoboToolbox import for the first time, you will need to go through a few steps to connect to KoboToolbox as a data source for Coefficient.

1. Open the Coefficient Sidebar and click the Menu.

2. Select “Connected Sources”.

3. Select “Add Connection” at the bottom and then “Connect” to KoboToolbox.

4. Generate an API Key for your account in KoboToolbox. ℹ️ NOTE: If an API Key is not yet created for your account, you will need to create one.  Go to Account Settings → Security tab → Copy the key under the API Key section. Alternatively, visit this link while logged in to your account to retrieve your token.

5. Enter the API Token generated from your KoboToolbox account and click Connect.

6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom.

Import from KoboToolbox

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “KoboToolbox” from the list.

3. Enter a clear and specific prompt describing your request for the data you need from KoboToolbox.

4. Fields relating to your request will appear in the sidebar for you to select/unselect to include in your import. Click on "Add fields" to show all available fields. Click "Import" to proceed.

5. Please allow a moment for the agent to generate your import. (The results will appear shortly.) Congratulations on creating your first KoboToolbox import through the agent chat! 🎉

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:

1. Schedule your Import

2. Turn on Snapshots

3. Set Up Automations

FAQs for KoboToolbox Integration

How can I update or add filters to refine the data in my KoboToolbox import?

To edit your import, open it from the sidebar and click “Edit this import” under the Import Summary section (see screenshot). From there, enter a new prompt in the agent chat describing the updates you’d like to make (such as adding filters or adjusting sorting).

Can I schedule my import for auto-refresh after it has been created by the agent?

How can I update the API key for my KoboToolbox data source connection?

When you edit your import and open the Agent Chat, the AI will automatically detect if your API key is no longer valid. If needed, you’ll be prompted within the chat to update or enter a new API key.

How can I provide feedback about my experience with the agent chat?

After your import is created, a prompt will appear in the sidebar allowing you to share your experience with the agent by selecting like or dislike.  Your feedback helps us continue to improve the experience. 🙏🏼