Preventing Addition of Contacts to Qualtrics directory | XM Community
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Hi XM Community,

My org is using ExternalReference as our sole identity resolution rule and we want to see if we can avoid triggering a contact creation when a record (whether in a workload, file upload, etc.) contains an ExternalReference value which does not already exist?

i.e. if I upload a contact with ExternalReference 1234, and there is no match for it in the system, I want to discard the record, not add the contact. If I upload contact w/ Ext. Ref. 123 and it is found, I want to update that existing contact.

We have a team that populates the directory via API, so we prefer to allow them to manage the contacts and want to minimize erroneous info and unverified contacts added from secondary systems. We utilize workloads, manual file uploads, and the Qualtrics File System to quickly populate lists (sometimes thousands of contacts, so hand choosing contacts is out of the question), so we’re looking for directory level settings or logic to satisfy this requirement.

Anyone resolved a similar requirement?

 

​@MOREcx 

You can use https://api.qualtrics.com/c79e78a949572-search-directory-contacts and based on extref you can get the contact id and then use https://api.qualtrics.com/e7890729357b1-update-directory-contact to update the contact.

Hope this helps!

Hi Devan,

 

You could use the Experience ID Change Event workflow trigger to have a workflow run whenever a contact is created. This trigger would run on all contacts created in the directory. When a new contact is created, you could update the contact with a flag, delete the contact, create a record in a table for monitoring.

 

Experience ID Change Event

 

If you are looking to allow for contacts to only be created by the API process, you may want to add some embedded data field on to the contacts created via the API process to be able to tell which contacts were created with that method. Then you could filter out the contacts missing that flag to automatically delete newly created contacts that don’t have that flag using the trigger below. Deleting the contacts would require using the delete contact API endpoint.

 

api.qualtrics.com/85fd6657c6260-delete-directory-contact

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