Adding Directory Contacts
What's on This Page:
About Adding Directory Contacts
The Directory Contacts tab contains all the contacts added to your organization’s directory. Any contacts added to a mailing list are added to this directory automatically, but you can also add people straight to the directory itself by using the Add Directory Contacts button.
Available Fields
Whether you’re uploading a CSV or TSV of contacts or manually typing them out, there is certain information you must include for your contacts.
- FirstName: The contact’s first name.
- LastName: The contact’s last name.
- Email: The contact’s email address. This field is required if your organization is using Automatic Deduplication.
- ExternalDataReference: Extra information about the contact. This is most often used to store data such as an employee or student ID. It can be used to log into authenticators.
- Embedded Data: Embedded Data are additional fields containing whatever field you want. These do not have to follow a particular naming convention. In the screenshot above, Department, City, and Country are all Embedded Data.
Qtip: Embedded Data names have a maximum of 200 characters. Values should be a maximum of 1024 characters each.Warning: All Embedded Data fields were previously case-sensitive. For a vast majority of users, Embedded Data is no longer case-sensitive, meaning “test” and “Test” would be treated as the same field. However, we still advise matching cases as a best practice, since there is a small portion of accounts where this change has not been made.Warning: Do not use Points as a Embedded Data field since it is a reserved field in the XM Directory. Additionally, do not use any of the other Qualtrics default fields.
In addition to these fields, you can include a column for Language based on the available language codes, and Phone, the contact’s phone number.
Upload a File
- Click Add Directory Contacts.
- Click Upload a File.
- In Excel, create a document with the required fields and save it as a CSV or TSV. Or, click Example Document, fill out the appropriate columns, add any desired Embedded Data, and save the file.
- When the file is ready, click Browse and select the file from your folder.
- Review the Verify Fields section to make sure the information looks right. If a field has not been properly recognized, click on the field name to view a dropdown of options and select the correct field.
- Click Add Contacts to upload them to your directory.