Is there a way to pull a spreadsheet from a Salesforce case to use as a distribution list? | XM Community
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Is there a way to pull a spreadsheet from a Salesforce case to use as a distribution list?

  • 3 October 2018
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I"m looking to see if I can use an attached spreadsheet in a SF case to pull into Qualtrics to load as the Contact List to send out a survey
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Best answer by MohammedAli_Rajapkar 4 October 2018, 00:55

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Userlevel 7
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As of now, you can create a contact list through "Trigger and Email survey". Below documentation will help for this

https://www.qualtrics.com/support/integrations/salesforce-integration/triggering-and-emailing-surveys/#CreatingTheSurveyInvitation

And, if you dont want to trigger the survey based on workflow rule and just want to create a contact list, then you can use below API

https://api.qualtrics.com/docs/create-contacts-import
Userlevel 7
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You can pull your spreadsheet sheet but make sure it should contain email firstName, Last name variables and then use it as your contact list.

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