Hi XM Community,
I wanted to share a free tool I created to help with Add Contacts and Transactions to XMD task workflow documentation. Documenting field configurations before environment migrations keeps coming up in community discussions, so hopefully this saves some of you time.
The Challenge: Manually documenting which fields are mapped in the Add Contacts and Transactions to XMD task is time-consuming, especially when managing multiple workflows or comparing configurations across Dev, Test, and Production environments. You need to track source fields, data project field names, and field types (Contact data or Transaction data) for every row.
The Solution: A browser-based script that extracts your complete Add Contacts and Transactions to XMD task configuration in seconds:
✓ Source field to Data Project field mappings
✓ Field type for every row (Contact data or Transaction data)
✓ Full field names without truncation
✓ Export to CSV, JSON, or clipboard
Watch the demo:
Full step-by-step guide with script: https://piraiai.com/blog/extract-qualtrics-add-contacts-transactions-xmd
Key Features:
* Runs entirely in your browser (your data stays with you)
* Resilient v3.0 with stable data-testid selectors and fallbacks
* Works with all Qualtrics licence types
* Export to CSV for Excel or Google Sheets
Use Cases:
* Workflow documentation and knowledge transfer
* Environment comparison (Dev → Test → Production)
* Audit trails and compliance requirements
* Troubleshooting XMD data loading issues
* Creating workflow templates
CSV File Exported:
xmd_transaction_mappings_[timestamp].csv - Index, Source Field, Data Project Field, Field Type
Hope this helps some of you! Happy to answer any questions about how it works.
