Beyond the import wizard: Integrating in-house tools with Codeit

15 April 2019

Beyond the import wizard: Integrating in-house tools with Codeit
One of Digital taxonomy’s guiding principles is that all our products should aim to simplify our users’ lives. One of the most common tasks our users perform when undertaking a coding and tagging project is importing data into Codeit.

Codeit comes with a simple to use import wizard built-in: 

  • Step 1: Select your file.
  • Step 2: Pick the fields you want to import. 
  • Step 3: Press “Next” and you're done!

Once your data is coded, exporting the results is easily done using our export wizard, which largely mirrors the import wizard’s operation. It gives you the ability to export data into a variety of formats, again, simply with the press of a button. 

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Importing data works well for the typical use case where you're given a source data file and you just want to produce a coded version of that file. It’s simple, easy and relatively fool-proof.

However, it is a manual process, and listening to our clients, we realised that a more streamlined, automated solution would be helpful. Codeit already integrates closely with a number of data collection platforms, and our data management product "Loadit" can easily move data in and out of Codeit.

But many users are looking for the ability to integrate Codeit’s functionality directly with their own software.
For example, you may have developed your own in-house tool for collecting customer feedback. 

This could range from something as simple as a feedback form on your website, through to a full-blown survey feedback tool. 
In either case, you may well want to pass text responses into Codeit for categorisation, without the need for a manual import/export process. Manual processes can be time-consuming, inconsistent and prone to error. To minimise these potential issues, all our clients have access to the Codeit "REST API". 

An API is simply an interface to the outside world, which makes it easy for you to connect your software to Codeit. 

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Once connected via the API, data can be automatically pushed into Codeit, and once it has been tagged and coded the data can automatically be pulled back into your system through the same API. 

Using the Codeit API for integration gives you significant benefits compared with the manual import/export approach:

  • Less manual effort and time
    Automating the import and export of data minimises the time and effort out of the coding process
  • Shorter lead time - get responses in minutes
    The time between receiving feedback from customers and obtaining to actionable insights is significantly reduced when the delay caused by manual data processing is excluded
  • Autocoding
    Uploading data through the Codeit API enables you to seamlessly take advantage of the Artificial Intelligence system built into Codeit.

    Using its AI, where possible, Codeit will automatically code the data you upload and the coded data is then instantly available for further use in your system
  • Load data continuously
    The API enables you to upload data continuously, so it becomes a steady flow rather than having to be deal with incoming data in bursts. This means you don't need to wait until all your data is collected before starting coding - you can start coding as soon as the first record is received.
  • Better Security
    When you pass data to our API it is fully protected using 256-bit SSL encryption. This makes the data transfer much more secure than passing around files by email, for example.
  • 24/7 operation
    When you integrate using our API, you can automatically upload data at any time of the day or night so that your operations can continue regardless of working hours
  • Less risk of human error.
    A major benefit of automating data transfers via the API is the massive reduction in the potential for human error. In this context "hands off" is much more secure than “hands on”.

The API approach works with any in-house system where you either have control or can connect via an API.

Some common examples include:

  • Websites
    Integrate feedback, comments and questions from your website into Codeit for categorisation
  • Custom data collection
    If you have developed your own system for data collection, you can make Codeit a seamless "add-on" to your system through our API. For example, you can pass verbatim comments to Codeit for coding immediately after each interview is complete
  • Social Media Pipelines
    If you have developed systems in-house to extract data from social media platforms such as Facebook or Twitter, then you can use our API to send that data to Codeit to take advantage of its advanced in-built "blended AI" approach to categorisation.
  • CRM (Customer Relationship Management) Systems
    If your in-house CRM systems generate text (for example, customer feedback) that you'd like to analyse, then our API provides the simple plumbing to do that.
  • Excel applications
    The Codeit API is programming language agnostic, so you can connect into it from any in-house applications you may have. For example, if you have data in an Excel workbook, you (or your tech team) could write a macro to pass data back and forth to Codeit. 
  • Speech to Text
    If you have systems that convert voice recordings (for example, from call centre interactions) the Codeit API makes it easy to pass that text data on to Codeit for analysis and tagging
  • Call Centres
    Comments, feedback and transcripts from your call centres can be passed to Codeit with ease and speed for analysis and tagging

Using Codeit’s API opens up many potential opportunities to improve the speed of coding and tagging of your data, whilst at the same time minimising “human error” and reducing the time needed to run the import process.

If you're interested in finding out more about how to integrate your own systems with Codeit, our API is fully documented here. And of course, as a valued customer, you will have access to our help and support resources if you should need assistance.

For your tech team, we’ve made a demo video showing how to integrate with our API, below.

 



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