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Best practive for test/production data separation in EX

  • 20 October 2023
  • 5 replies
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I am quite new to EX and have my background in the CX context. With Qualtrics CX, data separation can be handled with different XM directories and/or custom embedded data fields indicating the source system. 

Now I was wondering if it’s possible to have multiple Employee directories as well and if not, what are the alternatives to differ test and production data (e.g. integrated from SuccessFactors). I mean you need to test properly and it’s very important that you don’t make any mistakes here. What are your experiences with it? Using some metadata field? 

Best
Christian

5 replies

Shashi
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Userlevel 6
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If you are specifically asking regarding SuccessFactors Integration task, then you can use Data project to load the Employee data during testing and confirm all good, replace the import data to data project task with EX directory task. Please check the step 18 QTip here.

chackbusch
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Userlevel 5
Badge +17

If you are specifically asking regarding SuccessFactors Integration task, then you can use Data project to load the Employee data during testing and confirm all good, replace the import data to data project task with EX directory task. Please check the step 18 QTip here.

Hi @Shashi I think the link is not working, always navigates me to my community post… 

Driving Qualtrics @ MHP – A Porsche Company 🚀
Shashi
Rank
Userlevel 6
Badge +29

If you are specifically asking regarding SuccessFactors Integration task, then you can use Data project to load the Employee data during testing and confirm all good, replace the import data to data project task with EX directory task. Please check the step 18 QTip here.

Hi @Shashi I think the link is not working, always navigates me to my community post… 

Link updated - https://www.qualtrics.com/support/survey-platform/actions-page/etl-workflows/data-extractor-tasks/extract-data-from-successfactors-task/#Setup

chackbusch
Rank
Userlevel 5
Badge +17

If you are specifically asking regarding SuccessFactors Integration task, then you can use Data project to load the Employee data during testing and confirm all good, replace the import data to data project task with EX directory task. Please check the step 18 QTip here.

Hi @Shashi I think the link is not working, always navigates me to my community post… 

Link updated - https://www.qualtrics.com/support/survey-platform/actions-page/etl-workflows/data-extractor-tasks/extract-data-from-successfactors-task/#Setup

Thank you! That already helped. Do you know if there is any other general approach to distinguish test and production data? I mean maybe it is necessary to do further testing while the project is already live because you did some adjustments… 

Driving Qualtrics @ MHP – A Porsche Company 🚀
chackbusch
Rank
Userlevel 5
Badge +17

I am currently in the course of checking my open topics and providing some answer in case I found a solution meanwhile. In order to separate test and production data in the EX context, you can follow two approaches: 

  • Of course, the best way would be to have different Qualtrics tenants. This would be most secure but it might affect your licensing. It would need to be discussed with the account executive. This approach would require to configure everything in more than one system (additional effort). Furthermore, if you have some integrations, you would need to make sure that they point to the right tenant/directory. 
  • Otherwise, you could go with a metadata field “System” which has values such as “DEV”, “QAS” or “PRD”. Within your integration/import automation you would need to make sure that the system value is correctly set based on from which source system the data is integration. The custom metadata could be easily used to restrict your projects to test or production data only (e.g. while participant import or for dashboard filters). 

We started with the 2nd approach, however, to be even more secure, we will probably introduce a separate instance for testing purpose only. 

Driving Qualtrics @ MHP – A Porsche Company 🚀

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