Integrations | XM Community
Skip to main content

Integrations

Discuss Integration solutions, best practices, and more.

  • 516 Topics
  • 1,158 Replies
516 Topics
Z
zzzoor
asked in Integrations
Screen Capture feature does not work

we introduced screen caputer function in survey, but it failed to capture the screen when user click the button.  we checked the network request, one request showing canceled status.anyone encountered this issue?  or any suggestions? 

660
Z
Rishabh_Singh05
QPN Level 2 ●●
Rishabh_Singh05QPN Level 2 ●●
asked in Integrations
Salesforce Case Creation Workflow

We are working on creating cases in Salesforce and need to format the description with items moving to next line, we have tried all of the possible approaches but nothing seems to be working. Below is the list of new line characters we have tried so far.\n \\n & BR() &BR()& & BR() &Is there any way using which we can complete this requirement.

827
Rishabh_Singh05
QPN Level 2 ●●
Q
Qual.78500
posted in Integrations
Qualtrics integration into other platform

How do you integrate Qualtrics data into other systems or platforms for a comprehensive view of your experience data?

310
Q
D
Level 1 ●
DGMLevel 1 ●
asked in Integrations
Qualtrics Salesforce Upsert Integration

I want to integration for salesforce to create a contact on Salesforce or update if they do not exist using email as Key. Ideally, if the person has done a survey before, their email is created in Qualtrics and embedded data field “EmbeddedEmail” column through a qualtrics trigger to add the participant to contact list.  This data field is included in survey flow by ‘adding from contacts’ and is shown in the embedded fields as “EmbeddedEmail”For the Upsert integration, the Key selected is Email, and is linked to embedded data field “EmbeddedEmail” my assumption is that it would check against the emails previously entered that were stored on qualtrics and if it does not find them, it creates a contact and if it does not, it updates the contact with that email on SFWhen I do a survey, I get an error ‘empty search value’ in the workflow review. How could I get this to work? 

1321
Aanurag_QC
QPN Level 5 ●●●●●
SantiagoGomez97
QPN Level 2 ●●
SantiagoGomez97QPN Level 2 ●●
asked in Integrations
Instances limit in Zendesk Extension

Hello, My client has a Zendesk extension configured with his productive instance, is it possible to connect a DEV instance without disconnecting the productive one? Thanks,

311
Aanurag_QC
QPN Level 5 ●●●●●
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/

56914
MichaelC
Administrator
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!

1501
S
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?

1371
ManfredBM
Level 5 ●●●●●
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! 

260
BetterB
Level 2 ●●
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?

55703
Nanditha MM
Level 4 ●●●●
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

1761
M
Level 2 ●●
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!!

331
krbhavya
Level 6 ●●●●●●
N
nomulap
asked in Integrations
Text IQ how to download Topics

How to download Topics identified by Text IQ

4274
Sachin Nandikol
QPN Level 6 ●●●●●●
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! :)

1474
E
QPN Level 5 ●●●●●
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.

4771
E
QPN Level 5 ●●●●●
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? 

564
E
QPN Level 5 ●●●●●
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?

761
Sowrabh1993
QPN Level 5 ●●●●●
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.

510
A
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!

691
Appzk
QPN Level 5 ●●●●●
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

551
ArunDubey
QPN Level 8 ●●●●●●●●
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.

4200
D
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

430
K
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!

1611
Helfri62
Level 1 ●
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?

903
ArunDubey
QPN Level 8 ●●●●●●●●
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?

360
E
QPN Level 4 ●●●●

Motivational Playlist

Terms & Conditions