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B2B data in XM Directory

  • November 30, 2021
  • 2 replies
  • 87 views
JoycaV
QPN Level 4 ●●●●
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  • JoycaV
  • QPN Level 4 ●●●●

Hi all,
I am researching how to store B2B data in the XM Directory, where an Account can have multiple Contacts, and the Contacts receive the surveys. But in dashboards you should be able to filter all survey responses from contacts belonging to accounts that have a turnover larger than xxx€, for example.
I am studying the info on https://www.qualtrics.com/support/integrations/salesforce-integration/more-salesforce-integration/b2b-command-center-cx/#SFTP
What I cannot find in the documentation:
in the Contact sample file, there does not seem to be any field to indicate the relation between a Contact and his Account? Or am I overlooking something?
Are both the Contacts and the Accounts visible within the XM Directory after a data load, or only the Contacts? Can you see a Contact's relation with an Account?

    2 replies

    Appzk
    QPN Level 5 ●●●●●
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    • Appzk
    • QPN Level 5 ●●●●●
    • June 14, 2023

    If Account A holds 10 contacts and Account B holds 5 contact than your contact file should look like:

    10 rows for each of Account A & 5 rows for each of Account B.

    But make sure each of these rows should also hold value for Account coulmn which will alow you to filter dashboard based on Account.

    cmcallister
    Forum|alt.badge.img+1

    I have this same problem.  I’ve not found a way to associate individual Contacts to an Account - it’s quite frustrating.  I’ve resorted to Appzk’s method of putting Account Names/IDs on the contact level. 

     

    In the end it works out in the reporting, but it’s extremely inefficient.

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