Hi All,

I was wondering if it’s possible to establish a master data within Qualtrics that can automatically populate data into future surveys? 

Let me illustrate with an example: suppose we create a survey form for profiling customer data. This data will be entered manually by our team, not embedded from Salesforce or any other platform. Each customer would have one record.

Then, we create another survey form to input data (again by ourselves) gathered during meetings and interviews with these customers (B2B). There may be multiple entries for each customer. 

Instead of entering profiling information every time, the idea is to select the customer's name/account number from a dropdown menu and have all the information from the other form automatically populated. 

Could you please advise if this is feasible and provide guidance on where to find documentation specifying how exactly to set up such a project?

Many thanks in advance!