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Topics
Search the knowledge base, browse our resources, and visit our forum for more detailed information
Getting Started
Introduction to KoboToolbox
Developing forms
Using the question library
Collecting data
Managing and downloading data
Visualizing and analyzing data
Managing projects and teams
Connecting KoboToolbox with other platforms
Creating an account on KoboToolbox
How to access KoboToolbox
Creating an account
Signing back in to KoboToolbox
Troubleshooting
Quickstart guide
Creating an account and signing in
Creating your first project
Building a form using the Formbuilder
Deploying your form for data collection
Glossary of KoboToolbox terms
Account
Account access logs
Application Programming Interface (API)
Appearance
Archived projects
Audit
Authentication
Background audio recording
Billing cycle
Blank forms (KoboCollect)
Calculation
Cascading select
Choice filter
Custom reports
Data column name
Default language
Default value
Deploy
Deployed projects
Drafts
Draft projects
Dynamic data attachments
Encryption
Enumerator
European Union KoboToolbox Server
Form logic
Formbuilder
Functions
General Data Protection Regulation (GDPR)
Global KoboToolbox Server
Guidance hint
HXL tags (Humanitarian Exchange Language)
Kobo
KoboCollect
KoboToolbox
Label
Library
Library locking
Metadata
Owner
Project (KoboCollect)
Project (KoboToolbox)
Project-level permissions
Project history logs
Projects home page
Public collections
Pull data
Question group
Question referencing
Question type
Redeploy
Regular hint
Repeat group
REST services
Saved forms (KoboCollect)
Skip logic
Submission
Synchronous exports
System-generated submission fields
User-level permissions
Validation criteria
Web forms
XLSForm
XML Form
XML value
Account & Billing
Creating an account on KoboToolbox
How to access KoboToolbox
Creating an account
Signing back in to KoboToolbox
Troubleshooting
Troubleshooting account activation link
Resetting Passwords
Account settings
Profile
Security
Usage
Plans
Add-ons
Language
Setting up two-factor authentication in KoboToolbox
Setting up 2FA in KoboToolbox
Disabling 2FA
Reconfiguring 2FA
Using KoboCollect with 2FA
Troubleshooting
Using the Formbuilder
Getting started with the Formbuilder
Adding a question
Adding a question hint
Duplicating a question
Deleting a question
Changing question settings
Adding questions to the library
Grouping your questions
Changing the order of your questions
Previewing your form
Saving your form
Adding questions in the Formbuilder
Adding a question
Adding option choices
Question types in the Formbuilder
Text questions in KoboToolbox
Adding a text question in the Formbuilder
Appearances of text questions
Best practices for using text questions
Select questions in KoboToolbox
Select question types
Adding a select question in the Formbuilder
Appearances of select questions
Best practices for using select questions
Numeric questions in KoboToolbox
Numeric question types
Adding a numeric question in the Formbuilder
Appearances of numeric questions
Limits for numeric questions
Date and time questions in KoboToolbox
Date and time question types
Adding date and time questions in the Formbuilder
Appearances of date and time questions
Media questions in KoboToolbox
Media question types
Adding media questions in the Formbuilder
Appearances of media questions
Parameters for media questions
Troubleshooting
GPS questions in KoboToolbox
GPS question types
Adding a GPS question in the Formbuilder
Appearances of GPS questions
Note questions in KoboToolbox
Adding a note question in the Formbuilder
Appearances of note questions
Question options in the Formbuilder
Accessing question options in the Formbuilder
Available options in the Formbuilder
Data Column Name
Question Hint
Guidance Hint
Mandatory Response
Default Response
Appearance (Advanced)
HXL
Groups and repeat groups in the Formbuilder
Creating and managing question groups
Question group settings
Creating a question matrix in the Formbuilder
Adding a question matrix in the Formbuilder
Collecting data from a question matrix
Advanced question matrices
Adding translations in KoboToolbox
Setting the default language
Adding languages and translations
Changing the default language
Troubleshooting
Styling web forms in the Formbuilder
Adding a web form theme in the Formbuilder
Setting up question widths for the Grid theme
Adding form metadata in the Formbuilder
Adding metadata questions in the Formbuilder
Audit metadata question
Enabling background audio recording
Configuring metadata in KoboCollect
Introduction to form logic in the Formbuilder
Form logic in the KoboToolbox Formbuilder
Question referencing
Storing constants in your form
Mathematical and comparison operators
Combining conditions using logical operators
Functions
Regex
Adding skip logic in the Formbuilder
Adding a condition
Manually entering skip logic in XLSForm code
Adding validation criteria in the Formbuilder
Adding a condition
Manually entering validation logic in XLSForm code
Error message
Adding calculations in the Formbuilder
Adding calculations in the Formbuilder
Arithmetic calculations
Advanced calculations
Adding cascading select questions in the Formbuilder
Preparing a cascading choice table
Importing the table into the Formbuilder
Advanced cascading select management using XLSForm
Troubleshooting
Selecting options from an external file in the Formbuilder
Formatting external choice lists
Uploading the external file to KoboToolbox
Setting up the question in the Formbuilder
Dynamic data attachments using the Formbuilder
Dynamically linking projects in the Formbuilder
Calculation syntax for dynamic data attachments
Setting up projects for dynamic linking
Dynamically linking a form to itself
Collecting and managing data with dynamic linking
Using the KoboToolbox question library
Adding questions to the question library
Adding questions to a form from the question library
Adding templates to your question library
Using collections in the question library
Public collections in the KoboToolbox library
Accessing public collections
Creating a public collection
Using public collections
Public collections advanced search
Using XLSForm
Introduction to XLSForm
Benefits of using XLSForm
Using XLSForm with KoboToolbox
Additional XLSForm resources
Getting started with XLSForm
Setting up an XLSForm
Adding questions
Adding option choices
Adding settings
Adding optional columns to the survey worksheet
Uploading and previewing your XLSForm in KoboToolbox
Using XLSForm with KoboToolbox
Downloading an XLSForm from KoboToolbox
Uploading an XLSForm to KoboToolbox
Replacing a form with an XLSForm
Importing an XLSForm via URL
Testing and validating your XLSForm
Troubleshooting
Question types in XLSForm
Select question types
Numeric question types
Text and note question types
Media question types
GPS question types
Date and time question types
Calculate and hidden question types
Managing option choices in XLSForm
Defining option choices in XLSForm
Best practices for defining choice names
Managing choice lists in XLSForm
Grouping questions in XLSForm
Creating a question group
Appearance settings for question groups
Applying skip logic to question groups
Repeat groups in XLSForm
Creating a repeat group
Setting repeat counts
Counting number of repetitions inside a repeat group
Counting total number of repeat group repetitions
Retrieving values from repeat groups
Question options in XLSForm
Question hints
Required questions
Default responses
Question parameters
Additional question options
Question appearances in XLSForm
Adding question appearances
Available question appearances in XLSForm
Adding translations in XLSForm
Language codes in XLSForm
Setting the default form language
Adding translations
Guidelines for translations
Adding media to an XLSForm
Adding media to questions in XLSForm
Adding media to choices in XLSForm
Adding media to translations
Troubleshooting
Introduction to form logic in XLSForm
Question referencing
Mathematical and comparison operators
Combining conditions using logical operators
Functions
Regex
Using functions in XLSForm
Commonly used functions in XLSForm
Functions to manipulate numbers
Functions to manipulate strings
Functions to manipulate dates and times
Functions to manipulate GPS data
Using regular expressions in XLSForm
Common regex components
Common examples
Adding skip logic in XLSForm
Adding skip logic conditions to individual questions
Combining multiple skip logic conditions
Adding skip logic based on whether a question was answered
Adding skip logic conditions to question groups
Adding constraints in XLSForm
Adding a constraint
Combining multiple constraint conditions
Customizing constraint error messages
Advanced constraints in XLSForm
Adding required logic in XLSForm
Adding required logic conditions
Adding required logic based on whether a question was answered
Adding choice filters in XLSForm
Adding static choice filters
Adding dynamic choice filters
Advanced choice filters in XLSForm
Troubleshooting
Adding calculations in XLSForm
Adding calculations in XLSForm
Arithmetic calculations
Advanced calculations
Troubleshooting
Form settings in XLSForm
Adding form settings in XLSForm
Available form settings in XLSForm
Styling your forms using XLSForm
Themes for web forms
Styling text
Form metadata in XLSForm
Adding metadata questions in XLSForm
Available metadata questions in XLSForm
Configuring metadata in KoboCollect
Configuring audio quality of background audio recordings
Pulling data from an external CSV
Setting up your external CSV
Setting up your XLSForm
Uploading your external CSV to KoboToolbox
Troubleshooting
Selecting options from an external file in XLSForm
Formatting external choice lists
Setting up your XLSForm
Uploading the external file to KoboToolbox
Troubleshooting
Selecting options from a map
Setting up your XLSForm
Adding choice properties
Map selection in KoboCollect
Selecting options from an image
Creating your selectable image
Setting up your XLSForm
Uploading the SVG file to KoboToolbox
Dynamic data attachments in XLSForm
Dynamically linking projects in XLSForm
Calculation syntax for dynamic data attachments
Setting up projects for dynamic linking
Dynamically linking a form to itself
Collecting and managing data with dynamic linking
Troubleshooting
Library locking with XLSForm
Introduction to library locking
Types of restrictions
Configuring library locking in XLSForm
Using locked templates in KoboToolbox
Troubleshooting
Importing library collections using XLSForm
Setting up your XLSForm
Uploading your XLSForm
Additional considerations
Collecting Data
Data collection with KoboToolbox
Data collection methods
Preparing for data collection
Deploying forms for data collection
Deploying a form for data collection
Updating forms after changes have been redeployed
Best practices for deploying and redeploying forms
Troubleshooting
Collecting data using web forms
Sharing web forms for data collection
Collecting data with web forms
Customizing web form links
Troubleshooting
Setting up the KoboCollect app
Choosing a device for KoboCollect
Installing the KoboCollect app
Setting up the KoboCollect app
Collecting data using KoboCollect
Downloading forms
Collecting data
Editing drafts
Sending finalized forms to the server
Deleting saved forms and blank forms
Troubleshooting
Customizing KoboCollect settings
Project display settings
User interface settings
Maps settings
Form management settings
User and device identity settings
Set admin password
Project management
Access control
Collecting GPS data with KoboToolbox
Setting up your form to collect GPS data
Collecting GPS data
Improving GPS accuracy
Advanced form logic with GPS data
Managing GPS data
Troubleshooting
Collecting qualitative data with KoboToolbox
Question types for qualitative data collection
Collecting qualitative data with KoboCollect vs web forms
Recording interviews with background audio recordings
Managing and analyzing qualitative data
Troubleshooting
Collecting data in multiple languages
Setting up your forms with translations
Collecting data in multiple languages
Managing data in multiple languages
Managing Projects & Data
Overview of the KoboToolbox interface
Navigating the Projects home page
Working within a project
Managing projects in KoboToolbox
Overview of existing projects
Creating a project
Managing an existing project
Archiving and deleting projects
Viewing and validating your data
Configuring the data table
Filtering and sorting your data
Viewing individual submissions
Validating your data
Troubleshooting
Editing and deleting your data
Editing individual submissions
Editing multiple submissions in bulk
Duplicating submissions
Deleting your data
Troubleshooting
Exporting and downloading your data
Downloading your data
Export types
Value and header format
Advanced options
Troubleshooting
Advanced options for exporting data
Export options for multiple select questions
Selecting data fields for export
Additional data format options
Saving export settings
Troubleshooting
Managing repeat group data
Viewing and editing repeat group data
Exporting repeat group data
Linking repeat group data
Project files and media overview
Attaching external files and media to your form
Collecting files and media from respondents
Uploading media files to a project
Supported file types
Uploading files from your local device
Uploading files via URL
Managing respondent-submitted media
Viewing media files
Downloading media files
Deleting media files
Troubleshooting
Sharing projects with project-level settings
Allowing submissions without authentication
Making your project public
Transferring ownership of a project
Removing shared projects from your account
Sharing projects with user-level permissions
Setting user-level permissions
Setting row-level permissions
Copying permissions from another project
Troubleshooting
Monitoring project and account activity
Account access logs
Project history logs
Troubleshooting
Using the Team management feature
Project ownership
Roles for Teams
Project views
Inviting users to join your Team
Assigning and managing roles
Removing a user from your Team
Transferring ownership of your Team
Analyzing Data
Viewing and Creating Custom Reports
Learn how to navigate and manage the data in the Reports page.
Transcription and translation of audio responses
Adding automatic transcriptions
Adding automatic translations
Language list
Troubleshooting
Qualitative Analysis of Audio Responses
Start analyzing your qualitative data
Change your display settings
Using the analysis features
Analyze multiple audio files
Converting Data into SPSS and/or Stata
Converting to SPSS
Converting the SPSS file into a STATA file
Mapping your GPS data
Collecting GPS data in KoboToolbox
Mapping GPS data in KoboToolbox
Exporting GPS data
Integrations
Getting started with the API
Retrieving your server URL
Retrieving your API Key
Retrieving your project asset UID
Exporting your data using the API
Advanced documentation
Using the API for synchronous exports
Generating a named export
Retrieving the synchronous export link
Connecting your data to an external application
Limitations
Connecting KoboToolbox to Microsoft Excel
Step 1: Get the synchronous exports URL
Step 2: Add the data source
Updating the data in your reports
Troubleshooting
Connecting KoboToolbox to Power BI
Step 1: Get the synchronous exports URL
Step 2: Add the data source
Updating the data in your reports
Troubleshooting
Merging Individual Data with Roster Data through Power Query in Excel
Differences between individual data and roster data:
Merging individual data with roster data:
Troubleshooting:
REST Services
Exporting and Uploading Data to GIS Software
KoboToolbox Integration on monday.com
Features
Installation and first time use
FAQ
Migrating from v1 to v2 API
Migrating from KPI v1 to KPI v2
Migrating from KoboCAT v1 to KPI v2
Data Security & Protection
KoboToolbox data security measures: Keeping your data safe
Confidentiality
Integrity
Availability and Resilience
General Data Protection Regulation (GDPR)
What is GDPR?
Security and Privacy at KoboToolbox
Requesting to be Forgotten
HIPAA Compliance
Data Storage
Encrypting Forms
How it Works
How to encrypt XLS forms
How to decrypt forms
Generating RSA Encryption Keys
Additional Resources
Including P-Codes in the Output Data
Example with 3 admin levels, using cascading lists
Creating Unique Serial Numbers in Forms
Approach 1: Creating Sequential Unique Serial Numbers Based on Date and Time
Approach 2: Creating Unique Serial Numbers from Selected Variables
User-Specified “Other” Responses for Multiple-Choice Questions
Lowering the File Size of Collected Media
Instructions
KoboCollect
Open Camera
Adding a Custom Logo
Tips:
Exports Stuck in Pending State
Manually Uploading Submissions
Exporting data from Web Forms
Exporting data from KoboCollect
Importing a data ZIP file
Transferring forms and data manually from one android device to another
Troubleshooting:
Community Forum
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Visit KoboToolbox forum
KoboToolbox is maintained by
Kobo Inc.