Load B2B Account Data into XM Directory Task
Suite
Customer Experience
Product
Qualtrics
What's on this page
Attention: This task is on the path to deprecation and new tasks can no longer be created. Please use the Add Contacts and Transactions to XMD task instead. B2B tasks that are enabled and have a successful run within the past month will be automatically migrated to the “Add Contacts and Transactions to XMD” task.
About the Load B2B Account Data into XM Directory Task
The Load B2B account data into XM Directory task allows you to map data imported into Qualtrics to your XM Directory. For example, you can use an Extract data from SFTP files task to import data into Qualtrics and then map that data to your directory.
Qtip: For more information on using data loading and extracting tasks, see using Workflows tasks to build ETL workflows.
Qtip: For information on general limits that apply to ETL workflows, see Workflow Limits. For any task-specific limits, refer to the information on this page.
Setting Up a Load B2B Account Data into XM Directory Task
Qtip: Since this task is being deprecated, new tasks cannot be created. Use the Add Contacts and Transactions to XMD task instead.
Click the navigation menu in the top-left corner.
Choose Workflows.
Click Create a workflow.
Determine whether the workflow should be Scheduled or Event-Based. For a comparison of these options, see scheduled Workflows vs. event-based Workflows.
Qtip: Usually, you’ll use a scheduled workflow so that your data is regularly up to date.
Give your workflow a name.
Determine when the workflow should run (if a scheduled workflow) or the event that triggers the workflow (if an event-based workflow).
Click the plus sign ( + ) and then Task to set up the data extracting task that imports data into Qualtrics. You must first set up a data extracting task before you can use the Load B2B Account Data into XM Directory task. See using Workflows tasks to build ETL workflows for more information.
Click the plus sign ( + ) and then Task.
Choose the Load B2B account data into XM Directory task.
Choose the directory to map data to.
Qtip: Most licenses only have a default directory, but some may have multiple.
Click Add Object.
Choose an XM Directory object to map data to. You’ll only map data for the Contacts object.
If mapping Contacts, choose if you would like a new mailing list to be created each time this workflow runs. If you leave this option unchecked, then your newly imported contacts will be added to the general global directory and not in a mailing list.
Use the dropdown menu to choose your Data Source. This should be the data extracting task you set up earlier.
Use the dropdown menus to map fields from your data extracting task to your XM Directory. Fields with an asterisk are required.
Qtip: You can also map individual field values. See Mapping Field Values for more information.
To add custom fields to your mapping, click Add Field.
When finished mapping fields, click Save.
Qtip: This task obeys your directory’s contact deduplication rules.
Mapping Field Values
You can map individual field values to save into Qualtrics. You have the option of mapping fields manually, or uploading a file containing your mappings. Additionally, you can determine what happens to unmapped fields.
Example: Let’s say I’m importing a field with source values of “Yes” and “No.” In Qualtrics, I want these saved as “Y” and “N.” I can map my values so they are saved with my desired format in Qualtrics.
To start mapping field values, click Map Values under the desired field.
Mapping Values with a File Upload
You have the option of uploading a CSV or TSV file containing your mapping. This is recommended if you have many values to map. If you have already mapped some values, uploading a file will not replace those mappings. Your newly added mappings will be added beneath the already mapped values.
Click Map Values.
Click Download CSV Template. We recommend downloading the template since it contains the correct formatting.
Open this file in a spreadsheet editor on your computer, like Microsoft Excel or Google Sheets.
The first 2 cells will contain the headers “from” and “to.” These represent your source and destination values, respectively.
Add your field values. Your source values go in the “from” column and the destination values go in the “to” column. Make sure your file meets the following requirements:
- You may have up to 500 mapping pairs. If your file contains more than 500 mappings, then you will receive an error message and only the first 500 rows will be uploaded.
- Make sure your file contains the “from” and “to” headers. If these headers are not detected, then Qualtrics will assume the first column is “from” and the second column is “to.”
Save your file as a CSV or TSV with UTF-8 encoding.
In the Load B2B account data into XM Directory task, click Upload file and then choose the file from your computer. Your uploaded mapping will then populate in the task.
Manually Mapping Values
You can manually map field values. This is recommended only if you have a few values to map.
Click Map Values.
Enter the source value in the first column
Enter the destination value in the second column
Click the blue plus sign ( + ) to add another mapping pair.
Handling Unmapped Fields
By default, if a field value is not mapped, then the field will be imported into Qualtrics using its source value. However, you can choose to map all unmapped values to a default field value.
Click Map Values.
Enable Map unmapped fields to a default field.
Enter the default field value.
Deleting Mappings
Click the minus sign ( – ) next to a mapping pair to delete the mapping.
Click Clear all to delete all mappings for that field.
Troubleshooting Tips
- When investigating what went wrong with a workflow task, check out Workflows reporting for any errors and correct them before retrying your task.
- Contact deduplication allows you to retry your task without creating duplicate contacts. Make sure to set up contact deduplication rules when testing and retrying this task.
FAQs
Do I have access to all extensions available through the Workflows templates?
Do I have access to all extensions available through the Workflows templates?
Access depends on your licensing and permissions. Reach out to your Brand Administrator and ask if your license has access to that extension.
Is there a link to all Workflows events and tasks?
Is there a link to all Workflows events and tasks?
See this support page for the basics of Qualtrics workflows. All events and tasks are linked from the support site menu you'll see to the left.
What are Workflows templates?
What are Workflows templates?
Workflows templates are collections of pre-assembled automated workflows so that users don’t have to build workflows from scratch. These templates are created by Qualtrics subject matter experts.
What are workflows? / Where are actions?
What are workflows? / Where are actions?
Actions have been renamed to workflows to better represent the product experience and to reflect how users engage with the product. See the Workflows Basic Overview page for more information about using workflows.
There are no changes to workflow functionality as part of this update.
There are no changes to workflow functionality as part of this update.
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