Extract Data from Discover Task

Suite
Customer Experience Employee Experience Strategy & Research
Product
Qualtrics
What's on this page
Qtip: This feature offers improved functionality over the base Discover Export API and should be used instead.

About Extract Data from Discover Task

XM Discover analyzes customer feedback across various platforms including websites, social media, and more. Integrating Discover data into a Qualtrics workflow can give you access to greater capabilities, allowing you to perform helpful tasks like transforming your data or creating an SFTP task. With the Extract data from Discover task, you can use your Discover data in your Qualtrics workflows.

Attention: Users must have their Engage and Discover accounts linked in order to use this task. For more information, see Linking XM User Accounts. This feature is only available for Discover accounts with Engage Brand integrations enabled.

Qtip: For information on general limits that apply to ETL workflows, see Workflow Limits. This task has the following additional limits:

  • Each run can process up to 30GB of data in total.
  • If a run exceeds 5GB, the data will be split into multiple files of around 1GB each.

Discover Requirements

Before you get started extracting data from Discover, you need to export an API token. These expire every year, so ensure that it hasn’t expired before creating your task.

Log into Discover.
Designer section of discover
Designer section of discover
Navigate to Designer.
Select the Admin tab.
Admin tab of designer workspace, with the edit icon highlighted next to a project in the table
Admin tab of designer workspace, with the edit icon highlighted next to a project in the table
Click the pencil icon next to the project you want to use.
Navigate to the Export API tab.
Export API tab in the project settings of the admin tab. Generate and Extend options are highlighted
Export API tab in the project settings of the admin tab. Generate and Extend options are highlighted
Either Generate or Extend the API Token, if needed.

Setting Up an Extract Data From Discover Task

Create an ETL workflow.
Select Data source (ETL extractor).
Select an ETL extractor
Select an ETL extractor
Select Extract data from Discover.
Extract data from discover task
Extract data from discover task
Select the Content provider.
Enter account information
Enter account information
Select the Account.
Select the Project you would like to import the data from.
Click Next.
Select the type of data that you would like to extract.
Extraction options
Extraction options
Select which date you would like to export the data by.
  • Created date: The date that the record was created in Discover.
  • Updated date: The date that the record was last updated in Discover.
    Qtip: If you export by created date, you will receive the record once. If you export by updated date, you might retrieve the record multiple times if it was edited since the last export.
Enter a Query string, if you want. For more information, see Query Strings.
Enter a Filter string, if you want. For more information, see Filter Strings.
Select if you want to include data from all models in this project. If you do not select this option, enter the models that you would like to include.
Select the model filter you would like to export.
Model filter options and the next button
Model filter options and the next button
  • Do not use model filter: No model filter is applied to the data export.
  • Currently classified: Only documents that are currently classified by the specified models will be exported.
  • Ever classified: Any documents that were ever classified by the specified models will be exported.
Click Next.
Select the attributes you would like to export. You can search for specific attributes using the search bar.
Select attribtes then click save
Select attribtes then click save
Qtip: To select all attributes, click the checkbox next to Attribute name. This task supports up to 500 attributes.
Checkbox next to attribute name that selects all attrubites
Checkbox next to attribute name that selects all attrubites
Click Save.
After extracting data from Discover, you must tell Qualtrics where to save the data with a data loader task. See Available Loader Tasks for more information.
Add a data destination
Add a data destination
Qtip: The Extract data from Discover task will only pull new data since it last ran. If you want to retrieve all data again, you must recreate the task.

Query Strings

Queries let you control which data is imported into your workflow. In this task, you can enter a query to filter the data that is extracted from Discover. Only records that match the query will be included in the export.

Query String text box
Query String text box
Qtip: Queries are built using lucene syntax. This is the same syntax that appears in the rules box when you create a filter in Designer.
Syntax
Syntax

Filter Strings

Filters are built in Discover and can be used in the extractor to control what data is imported into Qualtrics. To use a filter, enter the title of the filter into the task.

Filter String text box
Filter String text box
Qtip: For information on creating filters in Designer, see Filtering Data (Designer).
Attention: Only shared filters can be added to the Extract Data from Discover task. Filters created in Designer are not set to “shared” by default. Make sure to enable the shared setting if you encounter issues with your filters.

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