Historical Survey response Update

If the goal si to have it shown properly only in the dashboard, you could also simply recode your old value to the new one or vice versa. Example #ABC could be recoded as ABC so it would appear as the same. 

Do you mean recoding in the Dashboard Data? I’m not sure that would work well—are you referring to this section?

yes. You can do it manually if you do not have a lot of possibilities or you can import recodes as your screenshot suggests.

Otherwise, you also have this API call that can be use to batch update your embedded data : https://api.qualtrics.com/2ced5de7dc638-start-an-update-embedded-data-job

For example, in the current situation we have multiple values such as “#ABC” to “ABC”, as well as “#DEF” to “DEF” etc etc

My concern is that while we could potentially recode these values in the dashboard, this would only impact the visualisation layer and not the underlying data used for access restrictions.

At the moment, access is already configured based on values like “ABC” for certain users. However, additional users now require access to both “ABC” and “#ABC”, since they represent the same thing

Because of this, I don’t believe dashboard-level recoding would be sufficient, as it wouldn’t resolve the access control issue.

This is why I was considering an API-based (e.g., Postman) update to standardise the values at the data level (e.g., converting “#ABC” to “ABC”), so that both reporting and access restrictions remain consistent.

Could you please confirm if this is the right approach, or if there is a better way to handle this?

Thanks for sharing this.

I’ve gone through the API documentation, but I’m not entirely clear on how to implement the batch update for embedded data in this case.

Would you be able to guide me through this step‑by‑step, or point me to an example of how it can be used for updating values. That would be really helpful.

here you go 

here you go 

 

Okay this is great Thank you so much but what if I have like 2000 survey responses? Is there any way to do that all together?

not that i know of.

genera un excel con los datos que deseas actualizar. 

la primera columna debe tener el IDResponse en una columna colocas el valor viejo y en otra al valor nuevo . guardas el archivo excel a json. y ese sera tu endpoint para que la API tome los datos desde ahi para actualizar los 2000 respuestas. 

Thanks for the detailed explanation — it’s really helpful.

I understand the process up to converting the Excel file to JSON. However, I’m not entirely clear on what is meant by the “endpoint for the API” and how to use the JSON file in that step.

Could you please guide me on how to:

• Set up or define the endpoint, and
• Use the JSON file with the API to perform the update?

A step‑by‑step example for this part would be really helpful.

​@Eram, We’ve actually built a Qualtrics API Toolkit Chrome Extension specifically for the XM Community to simplify these kinds of updates.

It allows you to perform bulk API operations (like updating embedded data) by simply uploading a file—no need to manually work through Postman or write scripts. It’s a quick and efficient way to standardise values such as converting “#ABC” to “ABC” across historical responses.

The extension is already being actively used by 35+ community members.

I’d recommend checking out the existing post for details on how to get started, happy to help if you need any guidance 

Demo:
 

here you go 

 

Okay this is great Thank you so much but what if I have like 2000 survey responses? Is there any way to do that all together?

I’ve done this by sending http requests to the /API/v3/surveys/{surveyId}/update-responses endpoint from a python script. 

The process was something like:

1. Download data via API call
2. Load data into a data frame
3. Edit
4. Transform data frame into JSON
5. Send http with JSON to Qualtrics API 

​@Eram , Here is a recommended and easy solution. Please check the community post below to learn how to update bulk embedded data by uploading a CSV file.

Qualtrics API Toolkit - It uses Qualtrics APIs under the hood but you don't need any coding skills. Just search "Qualtrics API Toolkit" on Chrome Web Store.

✅ No-code solution - designed specifically for non-technical researchers
✅ Upload a CSV with responseId + your embedded data fields
✅ Validates everything before processing
✅ Tracks progress in real-time
✅ Simple point-and-click interface

Would love to hear if it works for your use case! And if you find it helpful, please share with others who might need bulk updates. 🙂