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Update XM Directory Contacts Task


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While configuring Update XM Directory Contacts Task in survey workflow, what value should be selected in source field against XM Directory field ‘External Data reference’ .

 

3 replies

Sachin Nandikol
QPN Level 6 ●●●●●●
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  • QPN Level 6 ●●●●●●
  • 462 replies
  • February 2, 2024

Hi @Vishal Bedi,

When configuring the "Update XM Directory Contacts" task in the survey workflow, ensure that you select a unique data field, such as Customer ID, in the source field. This unique identifier should be mapped to the XM Directory field 'External Data reference'. This ensures that each customer is uniquely identified during the update process.


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  • Level 1 ●
  • 11 replies
  • February 2, 2024

This has to be the primary value against which you want to refernece the entire contact. In case it is email, you can map the email against the email address and keep the ExtDataRef mapping empty


Umang Upadhyay
QPN Level 4 ●●●●
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  • QPN Level 4 ●●●●
  • 117 replies
  • February 2, 2024

Hi @Vishal Bedi, This link might help Link


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