Hello-
Background. New-ish (since April) to Qualtrics. Using Qualtrics for challenging data collection/record coding effort for which it was not designed. I have an Excel spreadsheet w/ 500 existing cases and about 10 usable variables/columns.
I need help figuring out how to use Qualtrics such that when I pull up the personal/individual survey Qualtrics link for a case/person, it will be pre-populated -- from the Excel spreadsheet -- with the person's name and data for the 10 usable variables.
[If my post demands too much of the goodwill of the Qualtrics community, let me know and I will call Qualtrics customer support.]
I (now) know how to:

• generate individual survey links for each case (to facilitate remote researchers’ data entry)


• designate the 10 usable variables as "embedded data”


• insert Embedded Data into the survey flow at the beginning of the instrument (which will allow me to enter and update data for these 500 cases on an add'l 50 variables as they flow through a system)

• What is the general order in which I need to accomplish the steps?


• I'm using the case name as a CONTACTID/unique identifier. (The email for each case is the same.)


• Do the Embedded Data (ED) need to be in the distribution list (that includes the survey links) for me to pipe Excel data into my survey? (If so, how do I accomplish this? ETA: Manual input. + Embedded data variables there.]) What is considered a "variable name" in Qualtrics? i.e., does the Excel column/variable name need to match the Qualtrics "Question Label" for this to work? 


• is the "Embedded Data" Dblock] in Survey Flow where I make the piping happen? And if so, how? i.e., Survey Flow-Set a value now - Insert piped text-Embedded data]


• Lastly, to date, I have been unsuccessful in getting Qualtrics to bring in all the Excel cases. For example, Qualtrics “freezes” after importing/accessing  a subset of the cases (200/500 total cases; or 70/120 cases in a particular state).