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Auto Export of Results to Excel on SharePoint

  • January 27, 2026
  • 2 replies
  • 33 views

MargaretW
Level 2 ●●
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Hi All,

 

I’ve been able to use workflows through the GUI to auto export Qualtrics results to an Excel file quite easily. However, I am only able to do this when the Excel is hosted on a my work Office 365 account OneDrive for Business instance. I cannot do this with an Excel workbook hosted on a SharePoint site that I own through my work instance of Office 365. Both are on the same tenant of O365. I did some reading of past posts and it seems this is a known limitation. Has anyone used API keys to accomplish auto exports from Qualtrics to an Excel hosted in SharePoint? If so, can you point me to some documentation. There are institutional reasons why we are looking specifically at this solution. Thanks.

Best answer by Lpena

Hi Margaret!

You've hit on a common frustration point! Currently, the Qualtrics Microsoft Excel Task is designed specifically for OneDrive for Business. While SharePoint and OneDrive live in the same tenant, the task doesn't officially support workbooks hosted directly on SharePoint sites.

As you've noted, there isn't a "plug-and-play" API solution to push data directly to a SharePoint-hosted Excel file. If your institution requires this, you're essentially looking at a custom middleware project. The general roadmap for that looks like this:

  1. Use Qualtrics API (v3) to extract the response data.

  2. Use a service like Microsoft Power Automate or a custom script.

  3. Leverage the Microsoft Graph API to write that data into the specific SharePoint workbook.

A common workaround used by many in the community is to use a Web Service task in your Qualtrics workflow to send data to a Power Automate "HTTP Request" trigger. From there, Power Automate has native connectors to update Excel files on SharePoint, which bypasses the OneDrive-only limitation of the built-in Qualtrics task.

One thing to keep in mind: if you do go the custom route, watch out for file version history! Some users have reported that frequent auto-updates to cloud-hosted Excel files can cause the file history to balloon in size quite quickly.

For the most up-to-date technical specifics or to see if there have been any under-the-radar updates for your specific license, it's worth a quick ping to the Customer Success Hub. They can verify if any new SharePoint-specific connectors are in the early access pipeline for your brand: https://support-portal.qualtrics.com/ 📊

2 replies

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

Hi Margaret!

You've hit on a common frustration point! Currently, the Qualtrics Microsoft Excel Task is designed specifically for OneDrive for Business. While SharePoint and OneDrive live in the same tenant, the task doesn't officially support workbooks hosted directly on SharePoint sites.

As you've noted, there isn't a "plug-and-play" API solution to push data directly to a SharePoint-hosted Excel file. If your institution requires this, you're essentially looking at a custom middleware project. The general roadmap for that looks like this:

  1. Use Qualtrics API (v3) to extract the response data.

  2. Use a service like Microsoft Power Automate or a custom script.

  3. Leverage the Microsoft Graph API to write that data into the specific SharePoint workbook.

A common workaround used by many in the community is to use a Web Service task in your Qualtrics workflow to send data to a Power Automate "HTTP Request" trigger. From there, Power Automate has native connectors to update Excel files on SharePoint, which bypasses the OneDrive-only limitation of the built-in Qualtrics task.

One thing to keep in mind: if you do go the custom route, watch out for file version history! Some users have reported that frequent auto-updates to cloud-hosted Excel files can cause the file history to balloon in size quite quickly.

For the most up-to-date technical specifics or to see if there have been any under-the-radar updates for your specific license, it's worth a quick ping to the Customer Success Hub. They can verify if any new SharePoint-specific connectors are in the early access pipeline for your brand: https://support-portal.qualtrics.com/ 📊


MargaretW
Level 2 ●●
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  • Author
  • Level 2 ●●
  • February 10, 2026

Wow! Thank you for giving me this very thorough reply. We have a fairly robust Enterprise O365 license, so I should have some options. Thank you again for giving me some directions. Any time I have interacted with Qualtrics staff it has been enjoyable and informative.