Hi XM Community,
I wanted to share a free tool I created to help with XM Directory Contacts Task workflow documentation – something I've seen come up in discussions here about migrations, workflow management, and audit requirements.
The Challenge: Manually documenting which fields are mapped in the "Update XM Directory Contacts" task is time-consuming, especially when you're managing multiple workflows or planning environment migrations. You need to track both contact mappings AND transaction mappings, along with "Make Piped Text" settings.
The Solution: A browser-based script that extracts your complete XM Directory mapping configuration in seconds:
✓ Contact field mappings (Source Field → XM Directory Field)
✓ Transaction data mappings with "Make Piped Text" status
✓ Full field names (no truncation)
✓ Captures piped text syntax (${e://Field/...})
✓ Export to CSV, JSON, or clipboard
Watch the 2-minute demo:
Full step-by-step guide with script: https://piraiai.com/blog/extract-qualtrics-xm-directory-mappings
Key Features:
- Runs entirely in your browser (your data stays with you)
- Extracts BOTH contact and transaction mappings
- Captures "Make Piped Text" checkbox status (critical for downstream workflows)
- Works with all Qualtrics license types
- Export to CSV for Excel/Google Sheets
Use Cases:
- Workflow documentation and knowledge transfer
- Environment migration (Test → Production)
- Audit trails and compliance requirements
- Troubleshooting XM Directory data issues
- Creating workflow templates
- Comparing configurations across workflows
Two CSV Files Exported:
xm_contact_mappings.csv- Contact fields (First name, Email, Phone, etc.)xm_transaction_mappings.csv- Transaction fields with piped text settings
Important Note: The script needs to be run twice - once on the "Confirm import fields" screen for contact mappings, and again on the "Transaction data" screen for transaction mappings. The guide walks through both steps clearly.
Hope this helps some of you! Happy to answer any questions about how it works.
