Automatic Import from Global Directory Engagement Survey | XM Community
Question

Automatic Import from Global Directory Engagement Survey

  • 1 March 2024
  • 0 replies
  • 14 views

Badge

Hi,

 

This note would fit perfect for my project except that it’s not applicable for Engagement Survey types

 https://www.qualtrics.com/support/employee-experience/creating-ee-project/participants-tab/participants-ee/participant-import-automation-el/

 

Get data from Employee Directory > Filter based on criteria > Auto Update Participants list

 

An automation piece can be set to create a workflow which imports file from the SFTP and then loads to the Global directory which is counterintuitive because why have 2 automations to load. Even so, the filter part would be missing. Wouldn’t want to exclude specific accounts every single day manually. Any way to automate this?


0 replies

Be the first to reply!

Leave a Reply