Importing fields from spreadsheet into survey | XM Community
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Hello, I’m hoping someone can give me a definitive answer on whether this is possible:

I’m looking for Qualtrics to populate at least 4 columns of data from a spreadsheet, based on text entered from the user. The spreadsheet would be “live” constantly updated with new info but the same 4 columns would be intact. I’m ok too if I need to upload a new spreadsheet each week but would love if it can pull in from somewhere like Box or Google Docs.

 

For example:

Qualtrics asks the user, “Enter SKU”

End user enters a SKU which matches a field on the spreadsheet

Qualtrics then populates in a field, “This is a FRUIT belonging to JOHN DOE at STORE 10 in FLORIDA” (items in caps are generated from the spreadsheet)

Qualtrics would then continue as usual with survey questions but the data above is captured and included in the survey results.

 

Any help would be incredibly appreciated,

Paul

Hi @Kayfabed, 

looks like you can work with supplemental data source in your survey flow. Upload the file in the libary with SKU and the other fields belonging to that SKU in one line. Define the supplemental data element in the survey flow similar like this: 

The column to search for would be the SKU one. The answer provided for “Enter SKU” would be the search term. You can just pipe it as in the example. 

The embedded data (in this example Store Name and Regional Manager) is saved to the response and you could further use them. 

If you would not have needed the embedded data for the SKU within your further processing but only populated to the response data, you could have worked with workflows and Google Sheet. When a new response is recorded, you could have searched the Google Sheet based on the input and as a second action in the workflow you could have enriched the response data with the SKU details. A scenario like this is also described in the video below starting from 7:40:  

However, as mentioned, you will not be able to fetch it directly after the SKU was entered but only when the response was recorded. So I guess you should work with supplemental data and update the file in the library. 

Best
Christian

Thank you so much for such a well thought out answer Christian! I’m going to give it a try.

@Kayfabed Sure, no problem! Would appreciate if you could mark my response as solution in case you will be successful with it. 

Maybe not of use today but I can see how this might helpful in future projects. Thanks @chackbusch !

You can also use data import API to upload same.

And thanks for the plug on my video!  :-)

 

Paul

@phbern Nice! Everything comes together in the XM Community 🤝🏻

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