Integrations | XM Community
Skip to main content

Integrations

Discuss Integration solutions, best practices, and more.

  • 491 Topics
  • 1,119 Replies
491 Topics
S
skoo24
posted in Integrations
Qualtrics workflows previously connected to Salesforce sandbox login, cannot auth to Salesforce prod

Our organization was attempting to push a QA Qualtrics survey to production. In the past, we had no issues authorizing the Qualtrics workflows to a salesforce sandbox instance, then re-authorizing those workflows to our production instance after testing.Since the updates to the interface dated March 30th, the option to re-authorize a Salesforce production login is no longer available, leaving us stuck with tons of updates to a survey that cannot be pushed to production. Our only two options so far:Pause all response recordings and create all the changes in the current production version of the survey. We attempted to clone the production survey in hopes to keep version control, however, the cloned survey's workflows are automatically authorized to the sandbox logins.Rebuild the workflows entirely. Selecting the correct Salesforce app and re-mapping hundreds of salesforce fields.Has anyone faced the same issues we are facing? What were your workarounds?https://www.qualtrics.com/support/

44814
Michael_Cooksey
Administrator
1 year ago
JonesE
Level 4 ●●●●
JonesELevel 4 ●●●●
asked in Integrations
Is it possible to change the height of the Qualtrics frame when it is embedded via LTI for another platform/hosting page?

Is it possible to change the height of the Qualtrics frame when it is embedded via LTI for another platform/hosting page? I currently have an integration with Canvas (Instructure Canvas) using LTI, and when in the Canvas interface, users have to scroll through the Qualtrics survey because the frame is too small. Many of the settings relevant to how the survey is rendered are adjusted on the Qualtrics side, so I’m wondering if it’s possible to change the LTI frame size on the Qualtrics end as well. Otherwise, I can see if it’s something that can be adjusted on the Canvas side (though I’ve yet to find that option in Canvas). Thank you!

1281
S
1 year ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Integrations
Why is my Qualtrics workflow not following the order I gave it?

I created the following workflow: However the workflow is being activated in the following order:  Any idea of why this may be happening and any tips to correct it?

1211
ManfredBM
Level 5 ●●●●●
1 year ago
BetterB
Level 2 ●●
BetterBLevel 2 ●●
asked in Integrations
Time based Triggers - Salesforce Workflow

Hi All!I am looking to take our Relational Survey from a single event (1x per year) to a daily pulse out to our customers (meaning our customers would receive a survey invitation every 6 months based on the date they purchased one of our products and that process would run daily). The issue I am running into is a time based trigger in a salesforce workflow. I have set it up to use the Account object (where the original date of purchase is located).  I’m not sure what I should be entering in the “required field” (see screenshot below).Has anyone ran into a similar situation? Am I doing something wrong here? Any help would be greatly appreciated! 

190
BetterB
Level 2 ●●
1 year ago
D
Deeksha
posted in Integrations
Is it possible to integrate Qualtrics with Microsoft SharePoint for inbound integration ?

We want to set up an inbound integration to receive data from Microsoft SharePoint to Qualtrics without any middleware or API. Is it possible?

43233
Nanditha MM
Level 4 ●●●●
1 year ago
M
Mark_Whitmore
posted in Integrations
Qualtrics Best Practices - SFDC - Salesforce Marketing Cloud - Contact Import Automations

Hi Qualtrics Community,I'd be interested to hear of any experiences community with using Salesforce data sources and Contact Import Automations, including best practices and tips & tricks.Please DM me if you have any experiences you'd like to share!Kind regards,Mark

1041
M
Level 2 ●●
1 year ago
M
Level 1 ●
MaariyahLevel 1 ●
asked in Integrations
Personalised Survey links on HR system

Hello,  I am looking into adding personalised survey links (and dashboard links) to the HR system for each colleague. For reference, we use Success Factors. Has anyone had experience with this? What do we need to do and look out for?  Thanks!!

131
krbhavya
Level 6 ●●●●●●
1 year ago
N
nomulap
asked in Integrations
Text IQ how to download Topics

How to download Topics identified by Text IQ

2704
Sachin Nandikol
QPN Level 6 ●●●●●●
1 year ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in Integrations
Freshdesk integration to send out Qualtrics survey on Freshdesk ticket closure and capture freshdesk ticket data in Qualtrics

Hi,I need to send out a Qualtrics survey on Freshdesk ticket closure and also capture the freshdesk ticket data on Qualtrics end. Is there a direct integration available to do both these tasks simultaneously? Or can this even be achieved directly?  Any help would be greatly appreciated! :)

1174
E
QPN Level 5 ●●●●●
1 year ago
S
Level 2 ●●
Sports TraderLevel 2 ●●
asked in Integrations
Typing Tool Segmentation Implementation

How would go about implementing data that I put through a segmentation typing tool on excel back into Qualtrics? For example, I have data from a Qualtrics survey. I exported the data over to Excel and I have classified respondents in certain segments based on their responses to the data through a typing tool on Excel. If I want the segmentation results from my excel typing tool to show up in the “results” tab for the Qualtrics project at issue, how would I go about doing so? What would I have to enter into the “survey” tab to make this distribution possible as I technically wouldn’t be creating a new question? Thanks for any help anyone in the community can offer.

3181
E
QPN Level 5 ●●●●●
1 year ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in Integrations
Trigger Qualtrics survey once query is resolved on Freshcaller

Hi,I need to be able to trigger a qualtrics survey once an Agent resolves a query on Freshcaller. As there is no ticket involved in the same how can i link the two systems to capture the contact information and trigger a ticket? 

434
E
QPN Level 5 ●●●●●
1 year ago
E
QPN Level 5 ●●●●●
EumetisQPN Level 5 ●●●●●
asked in Integrations
Visualization of transactions coming from the XMD task to add contact as transaction

Hi,I have setup a workflow to trigger a survey from Qualtrics once a ticket is closed on freshdesk. Now when i am triggering the survey I am capturing the contact as transaction and then triggering the survey. Now i need to visualize the data that is captured on the dashboard. But as the transaction data keeps changing do i just capture it as embedded data in survey and then visualize the data or is there another way to do it?

661
Sowrabh1993
QPN Level 5 ●●●●●
1 year ago
A
adrianaunger
asked in Integrations
Microsoft Teams Integration - Get TeamID from respondents

I need to distribute my survey using Qualtrics App on Teams. My scenario includes many teams in MS Teams environment (educational environment in which each team represents one course) and students are invited to evaluate their courses and teachers. This means I need to distribute the same survey in hundreds of teams and I need to collect a metadata (Team ID would be enough) to identify which course was evaluated in each survey response.

310
A
1 year ago
Ricmarug
Level 5 ●●●●●
RicmarugLevel 5 ●●●●●
asked in Integrations
WhatsApp distribution expiration date

Hello everyone!Is it possible to define the expiration date for a WhatsApp distributions? For Email distributions we have an expiration date of 10 days after sending the email, but we haven’t found that option. We use the sub account model. Thanks!

471
Appzk
QPN Level 5 ●●●●●
1 year ago
A
QPN Level 2 ●●
AxelSQPN Level 2 ●●
asked in Integrations
Tenemos un problema con un request que usamos para cargar datos de un cliente para una encuesta de CX.

Tenemos un problema con un request que usamos para cargar datos de un cliente para una encuesta de CX.Este es el request que se está armando (la petición a la plataforma) para incorporar un Cliente a una lista de Contactos:curl --location --request POST 'https://yul1.qualtrics.com/API/v3/directories/POOL_dcevFu8H2Thel1L/mailinglists/CG_WAM7rJYJ9LU85Gx/transactioncontacts' \--header 'Content-Type: application/json' \--header 'X-API-TOKEN: ……………' \--data-raw '{    "contacts": [        {            "firstName": "John",            "lastName": "Doe",            "email": "email@gmail.com",            "extRef": "0666",            "embeddedData": {                "Sexo": "M"            },            "transactionData": {                "Punto_de_contacto": "D"            }        }    ]}' Lo que está ocurriendo es que los datos de la transacción, todo lo que va en "transactionData", no se está guardando.La documentación sigue diciendo que hay que armar esa llamada de esa forma:https://api.qualt

451
ArunDubey
QPN Level 8 ●●●●●●●●
1 year ago
D
DanS
asked in Integrations
Is it possible to whitelist Qualtrics IPs or URLs when setting up subscriber for event subscription?

I am creating an event subscription for a completed survey topic like surveyengine.completedResponse.SV_…, and created a service like https://ourcompany.com/listener for the subscription URL. Do I need to open that endpoint to all traffic, or does/can/will Qualtrics provide a list of IP ranges or URL patterns we can whitelist in the firewall rules?In the handful of samples I have tested so far, Qualtrics is sending requestContext.http.sourceIp as 162.247.217.12. But I doubt that specific IP is permanent, and I don’t see any URL.

3720
D
1 year ago
K
keenan523
asked in Integrations
Data lookup with Excel Online integration

Hi! Is there any way to do a data lookup with the Excel Online integration in the same way that the Google Sheets task allows? That would be a great feature to add if not! https://www.qualtrics.com/support/survey-platform/actions-page/tasks/google-sheets-task/?parent=p002269#LookingUpData

360
K
1 year ago
Helfri62
Level 1 ●
Helfri62Level 1 ●
asked in Integrations
Formatting a date to send in a WebService JSON free text

I have a workflow with WebService tasks that send data to an external service with REST API calls.I can’t figure out how to format a date correctly.It’s a future date, and the required format is 2023-06-02T15:35:09.000Z where the T and Z are literal letters, and all the date and time fields have to be zero-padded on left.I found this page: https://www.qualtrics.com/support/vocalize/dashboard-settings-cx/dashboard-data/advanced-fields/custom-date-formats/.  It is for dashboards, but I figured the formatting codes would be consistent.  Not so.${date://OtherDate/yyyy-MM-ddTHH:mm:ss.000Z/+3 day} produces this in the sent data:23232323-JunJun-0505EDT1515:0606:4141.000-14400Can someone please help me with the right syntax, or better yet, point me to the right place to learn?Thanks!

1301
Helfri62
Level 1 ●
1 year ago
ana_velez
QPN Level 5 ●●●●●
ana_velezQPN Level 5 ●●●●●
asked in Integrations
New B2B Command center question

Hello! the new B2B Command Center functionality only works with salesforce? Or is it possible to make it work with other CRMs like dynamics or via webservice or SFTP?

783
ArunDubey
QPN Level 8 ●●●●●●●●
1 year ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Integrations
Change emails for an offboarding survey

Hi!We are running an EX program with engagement and lifecycle surveys, we are working with a workday integration,  for the offboarding survey we would need to do the distribution to a personal email, nor the corporative email. I was thinking of adding a condition in the workdayflow for this survey to read the personal email field as the official email if the person dimmission date is less 1 day to bring this people. But i noticed i can not add conditions to the workday task. And if i activate the flow asking it to save the users with the persona email as the official email it will affect all the participants from the directory. Any ideas of how can i solve this?

320
E
QPN Level 4 ●●●●
1 year ago
C
chaudhry_ahmad
asked in Integrations
Embedding an iFrame into Qualtrics

I'm creating a text/graphic question with an online game embedded with HTML code. Although I can adjust the length and width of the game using the HTML code, apparently that does not guarantee that every respondent who takes the survey will experience the dimensions of the game in the same way (due to differences in display settings on personal screens/monitors). Is there any way for me to adjust the HTML code so that any respondent sees the exact same dimensions no matter what their display settings are on their personal screen/monitors?For reference I've provided the HTML code below. Thanks so much!https://freepacman.org/" style="width:300px;height:300px;">>

18882
S
Level 1 ●
1 year ago
A
allenchan
posted in Integrations
Braze Integration

Hi all,Does anyone know how to set up integration to the platform Braze? I want to pass survey response data into Braze custom attributes.Thanks!

5053
Deepak
QPN Level 8 ●●●●●●●●
1 year ago
S
Qualtrics Employee
Spence099Qualtrics Employee
asked in Integrations
Word of the Day Configuration

I’m wanting to set up a slack workflow that goes off at a scheduled time that has the word of the day from 3 different websites. I know how to set up the part of the slack workflow, but I’m struggling with some other aspects. Here’s the steps I need to do: Scrape the data from websites.  Insert data into Excel Insert data from excel into an imported data project Run the slack workflow from the imported data project with 3 word of the days. I’d like to run this all on one workflow, that’s scheduled. Then a code task, then excel task, then slack. Step 2 and 3 is where i’m stuck. Does anyone know of an easier way to do this? Or maybe a way to skip step 2? Thanks!

150
S
Qualtrics Employee
1 year ago
S
SPIN Team
asked in Integrations
How can I know if someone clicks on the Qualtrics survey, but doesn't proceed with the survey?

Hello, I want to be able to determine if someone clicks on the Qualtrics survey, but doesn't proceed with the survey. Specifically, we're thinking of sending personal Qualtrics links to all of our participants, and we'd like to be able to track when participants click on their personal link. Is it possible to do that in Qualtrics? Thank you! 

7822
MikeW
Level 5 ●●●●●
1 year ago
T
Theophilos
asked in Integrations
Importing Checkbox Survey

Hello everyone!My institution has a soon-to-be-expired subscription with Checkbox. We would like to know if there is a way to import Checkbox surveys into Qualtrics.Additionally, there seems to be an option to export the survey into JavaScript. Would I be able to import simply by modifying this JavaScript to fit the Qualtrics format? Thanks in advance

711
krbhavya
Level 6 ●●●●●●
1 year ago

Motivational Playlist

Terms & Conditions