Best answer by MohammedAli_Rajapkar
View originalIs there a way to pull a spreadsheet from a Salesforce case to use as a distribution list?
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
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.
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
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
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