{
  "schemaVersion": "1.0",
  "item": {
    "slug": "surveymonkey",
    "name": "SurveyMonkey",
    "category": "sales-and-marketing",
    "description": "Account transaction history and invoice access for SurveyMonkey plans.",
    "status": "researched",
    "website": "https://www.surveymonkey.com/",
    "invoiceHelpUrl": "https://help.surveymonkey.com/en/surveymonkey/billing/billing-details/",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account user with billing access; Enterprise customers may need their account contact."
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Profile → My Account → Transaction History.."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The public source does not confirm a downloadable PDF for every account."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "unknown",
        "notes": "Line-item availability is not confirmed by the reviewed source."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": "unknown",
        "notes": "Subscription detail is not confirmed by the reviewed source."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "plan-dependent"
      ],
      "invoiceLocation": "Profile → My Account → Transaction History.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct SurveyMonkey billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-10-16",
    "lastVerifiedAt": "2026-10-16",
    "sources": [
      {
        "title": "SurveyMonkey: official billing help",
        "url": "https://help.surveymonkey.com/en/surveymonkey/billing/billing-details/",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Open My Account → Transaction History to view an invoice number or the document icon for a tax invoice.",
      "requiredRole": "Account user with billing access; Enterprise customers may need their account contact.",
      "steps": [
        "Open the profile menu and choose My Account.",
        "Select Transaction History.",
        "Open the invoice number, or choose the document icon for the available tax invoice.",
        "Review the document's status and save the available copy."
      ],
      "historyLocation": "Profile → My Account → Transaction History.",
      "missingInvoice": "Check the billing contact's email. Enterprise customers should request past invoices from their customer success manager if they are not available in the account.",
      "formats": [
        "Invoice view",
        "Tax invoice where available"
      ],
      "commonProblems": [
        "Transaction History can include upcoming as well as past invoices; changing billing details applies to future documents."
      ],
      "matchingTips": [
        "Use payment status and the actual charged amount when reconciling a record that may be an unpaid invoice."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-surveymonkey-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/surveymonkey",
      "json": "https://billproof.io/api/public/vendors/surveymonkey.json",
      "capabilities": "https://billproof.io/api/public/vendors/surveymonkey/capabilities.json"
    }
  }
}