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Survey Flow - Pulling in employee directory data

  • January 19, 2026
  • 2 replies
  • 27 views
V
Level 1 ●
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I have a survey setup that uses our single sign on for authentication. We are able to pull in basic information like email and username for people that take the survey. All these people taking the survey are also in our employee directory so I am trying to see if there is a way once a user authenticates if we can then have the survey look at the employee directory and pull in more information like function, location etc.. I am trying to do this without having a participant list. 

Best answer by Lpena

Hey, Vripley.

You're definitely on the right track! It is totally possible to authenticate respondents through your existing SSO setup and pull in those extra employee details without relying on a manual participant list. By using a Qualtrics SSO Authenticator, your team can log in via your organization's system, and you can capture their email or username as embedded data.

For those deeper details, like location or department, you can either map those attributes directly from your SSO provider or use the authenticated ID to pull data from your XM Directory or EX Directory. In Employee Experience projects, the "Associate respondent with person by field" setting is a lifesaver here—it just needs a matching unique identifier (like an ID or email) to link everything up automatically. This works great even with anonymous links since the SSO handles the heavy lifting of identifying the person.

If you run into any snags with the attribute mapping or it’s not behaving quite like you expected, I’d suggest touching base with the experts over at the Customer Success Hub. They can take a closer look at your specific configuration to make sure everything is syncing up perfectly: https://support-portal.qualtrics.com/ 🚀

2 replies

Lpena
Qualtrics Employee
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  • Lpena
  • Qualtrics Employee
  • Answer
  • February 10, 2026

Hey, Vripley.

You're definitely on the right track! It is totally possible to authenticate respondents through your existing SSO setup and pull in those extra employee details without relying on a manual participant list. By using a Qualtrics SSO Authenticator, your team can log in via your organization's system, and you can capture their email or username as embedded data.

For those deeper details, like location or department, you can either map those attributes directly from your SSO provider or use the authenticated ID to pull data from your XM Directory or EX Directory. In Employee Experience projects, the "Associate respondent with person by field" setting is a lifesaver here—it just needs a matching unique identifier (like an ID or email) to link everything up automatically. This works great even with anonymous links since the SSO handles the heavy lifting of identifying the person.

If you run into any snags with the attribute mapping or it’s not behaving quite like you expected, I’d suggest touching base with the experts over at the Customer Success Hub. They can take a closer look at your specific configuration to make sure everything is syncing up perfectly: https://support-portal.qualtrics.com/ 🚀

V
Level 1 ●
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  • Vripley
  • Author
  • Level 1 ●
  • February 10, 2026

​@Lpena Do you know if there is a way to then limit what fields pull over into the dataset? I got the associate respondent with person by field setup and its working I just don’t want all the fields we have in the directory to pull into the survey. 

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