Participant Import, Update, & Export Messages (EX)

Suite
Employee Experience
Product
Qualtrics

What's on this page

Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects. This functionality is also available in Pulse, although with some differences detailed here.

About Participant Import, Update, & Export Messages

Sometimes, after importing, updating, or exporting a participant file, you may want to see more detailed information regarding the results of the participant file download. You can view detailed information about how many participants were created and updated, as well as error information related to participants that failed to upload from the Participants section of the Participants tab. There, you will be able to see a history of changes to your participants. This page covers the different messages you may see after importing, updating, or exporting a participant file.

Viewing Participant Messages

You can find import, update, and error messages in your EX project.

Select the Participants tab.
Navigate to the Participants section of the Participants tab, if you aren’t there already.
Click Tools.
In the Status column, click View Results.
Qtip: If your file includes any errors, View Results will be shown in red, with an exclamation mark ( ” ! ” ).
View your participant file Results. Here, you will be able to view Success Messages, Error Messages, and your Error Report and Download.
Warning: Jobs performed in this window are only retained for 14 days after they’re first started. Once this timeframe has passed, those jobs are deleted.

Success Messages

These messages contain information about participants that were successfully uploaded.

  • Hierarchy update was successful: The org hierarchy was successfully updated. This message will contain the name of the hierarchy that was updated.
    Qtip: This message will only appear if a hierarchy has already been created.
    Qtip: In order to update a hierarchy, you must include all hierarchy metadata fields in your upload.
  • Parsed persons: The number of records that were parsed correctly during the import. Being parsed correctly means that the Qualtrics system successfully separated the file you uploaded into distinct participants. If this number does not match what was uploaded there is likely an issue with the file you uploaded (i.e., an additional error message would likely appear. See Error Messages for more information).
  • Persons already in directory: The number of participants in your import that already existed in your project directory. In this case, directory refers to the participant list. This is the same notification as Persons already in project.
  • Persons already in project: The number of participants in your import that already existed in your project directory. This is the same notification as Persons already in directory.
  • Successfully created persons: The number of participants that were newly created in the employee directory. This indicates that a new participant was created in the employee directory. If you are using the importer in a project, this message means that the new participant was successfully added to the project as well.
  • Successfully imported persons: The number of participants that were successfully added to the project.
  • Total persons: The total number of participants in your file upload.

Error Messages

You’ll receive an error message if your uploaded file failed to update participants. This section includes the error messages as well as some troubleshooting tips to help you resolve each error.

  • Failed to create person for new user: Displayed with a list of the unique identifiers for participants that the importer failed to create.

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  • Failed to create person for existing user, check if this person already exists with a different unique identifier: The unique identifiers you tried to import have usernames that already exist in your project and the employee directory; however, the existing participants with those usernames have different unique IDs than the participants in your attempted import. This message is displayed with a list of the unique IDs that the importer failed to create.

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  • Failed to create user, username already in use: The unique identifiers you tried to import have usernames that already exist in your employee directory, but do not exist in your project. However, the existing project participants have different unique IDs than the participants in your attempted import. This message is displayed with a list of the unique IDs that failed to be created.

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  • Failed to update user for new person, username already in use: Unique identifiers were not updated because the new unique IDs from your file have existing usernames. This means the usernames already exist in your employee directory and project, but they are each attached to a different unique ID, so the participant that you attempted to upload is already associated with different metadata.

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  • Failed to update user for existing person, username already in use: Unique identifiers were not updated because they already exist in the project and employee directory but have different usernames. The unique IDs are attached to a different participant that is already in your project.

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  • Failed to create user, first name, last name, email or username is invalid: New unique identifiers of participants not yet in your project include an invalid entry in either First Name, Last Name, Email, or UserName field.

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  • Failed to update user for existing person: first name, last name, email, or username is invalid: Displayed with a list of existing unique identifiers in your project that have an invalid entry in either First Name, Last Name, Email, or UserName field.

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  • Failed to update user for new person: first name, last name, email, or username is invalid: File includes an invalid entry in either First Name, Last name, or Email. The unique identifiers have existing usernames but are not in your project yet.

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  • Failed to insert into directory: This message displays if a large number of participants failed to be added to the project directory and / or participant list.

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  • Failed to insert into project: A large number of participants failed to be added to the project.

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  • Failed to refresh fieldset: This displays the list of fieldset IDs that failed to refresh during the import.

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  • Failed to update external / respondent: This displays the unique identifiers for new users that failed to update during import. This message would only appear if the fields “External” and “Respondent” are included in your import and if a large number of the values you entered for these fields failed.

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  • Failed to update Org Hierarchy: Displays a list of org hierarchy IDs that failed to update during the import job.

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  • Failed to update person: There was an error when attempting to update either the email or name of an existing participant.

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  • Total records missing either Unique Identifier, First Name, or Last Name: This displays the total number of records that have no data populated for these three fields.

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  • Persons missing First Name or Last Name: The number of records missing these fields.

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  • Total records missing Unique Identifier: This displays the number of records that are missing a unique identifier.

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  • Total records with mismatched header length: The number of records that had a mismatched header length during import.

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  • Persons missing associated user: The participant exists in the directory, but they do not exist in the Users tab. Because of that, the participant cannot be added to the project.

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  • Persons with invalid user type: The number of participants in your import that have an invalid user type.

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  • Total records containing invalid characters: This displays the number of records that contain an invalid character.

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  • Failed to update person metadata: This error displays a list of unique IDs for participants with metadata that failed to update during an import job.

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  • Failure_FailedToUpdatePerson_CannotUpdateHigherThanEXAdmin: This error displays a list of unique identifiers for Brand Administrators that the importer failed to update.

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Error Report and Download

Sometimes, there may be errors in the file you attempt to import. These are issues present within the file itself, and they do not connect to the employee directory. If you have any questions about these kinds of errors, visit Importing Engagement & Lifecycle Participants.

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