Extract Data from Data Project Task

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About Extracting Data from Imported Data Projects

Imported data projects are Qualtrics projects that allow you to use data from other sources to analyze in Qualtrics. You may want to use the data from your imported data projects in a Qualtrics workflow. For example, your imported data project contains data from your CX management platform, and you want to use this data to target certain customers with your workflow. The Extract data from data project task helps you use your imported data in your Qualtrics workflows.

Attention: When exporting responses, only responses that are at least an hour old will be included in the export.

Setting up an Extract Data from Data Project Task

Create an ETL workflow.
Select Data source (ETL extractor).
Choose the Extract data from data project task.
Choose the imported data project that contains the data you want to extract.
Decide whether or not you’d like to Download all fields. If you enable this option, all fields from your project will be carried through the workflow. If you’d only like to include a subset of your project’s fields, disable this option.
If you’d like to export the entire dataset when the workflow runs, click Export all data. If this is disabled, each run will only export newly added responses from the imported data project.
Click Save.
Remember to add a loader task to your workflow. Loader tasks tell Qualtrics where to save the data.

Load Data into SFTP Task

Using workflows, you can upload data to your SFTP server on a regular schedule, or automatically once another event of choice has been executed.

Extract Recruiting Data from...

The Extract Recruiting Data from SuccessFactors task automates a recruiting data export from SuccessFactors. You can import core candidate data (such as name, email, unique identifier) or job application metadata (such as role, department, hiring manager) on a recurring schedule that you set. After your data is extracted from SuccessFactors, it needs to be saved somewhere else (for example, a Qualtrics directory) using a data loader task.

Extract Data from SFTP Files...

The Extract data from SFTP files task allows you to import data from your SFTP server to use in Qualtrics. You can combine this task with other tasks, such as the Load data to XM Directory task, to import data into other places in Qualtrics.

Load Into a Data Set Task

The Load into a Data Set task allows you to take data that’s been previously imported by a data extractor task, and save that data into a Qualtrics dataset. You can use this task to add new data records or update existing ones.

Configuring SuccessFactors T...

You can pull employee data directly from SuccessFactors into the Qualtrics platform through the use of workflows extraction tasks. However, SuccessFactors requires the configuration of an OAuth2 client in order for Qualtrics to retrieve data from their system. Prerequisite actions must be performed via the SuccessFactors Admin Portal in order to set up Qualtrics extraction tasks for the first time.

SFTP Troubleshooting

SFTP stands for SSH File Transfer Protocol. In essence, it is one method used to transfer files from your server to Qualtrics, or vice versa. This page covers the most common issues that arise when setting up an SFTP connection, and how to troubleshoot the problem. When troubleshooting SFTP connections, you should work with your IT team who will be able to help with server and network issues.

Extract Data from Data Project Task

About Extracting Data from Imported Data Projects

Setting up an Extract Data from Data Project Task

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