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Load into a Data Project Task

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About the Load into a Data Project Task

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

Once you’ve loaded your data into an imported data project, you can analyze your data using Stats iQ or a dashboard.

Qtip: For more information on using data loading and extracting tasks, see using Workflows tasks to build ETL workflows.

Setting Up a Load into a Data Project Task

Qtip: Before setting up your workflow, make sure you’ve already created your imported data project.
  1. Use the navigation menu in the top left to select Workflows.
    navigating to workflows in the global navigation and clicking create new workflow
  2. Click Create a workflow.
  3. Choose Started at a specific time.
    choosing a scheduled workflow

    Qtip: You can also use the “started by an event” option, although we recommend using  a scheduled workflow for this task. See scheduled workflows vs. event-based workflows for more information about each option.
  4. Click Get started.
  5. If desired, rename your workflow.
    creating the workflow schedule, renaming the workflow, and adding a task
  6. Determine when the workflow runs. See scheduled workflows for more information.
  7. Click the plus sign ( + ) and select Task to set up your data extractor task. See available data extractor tasks for the options available to you.
  8. Click the plus sign ( + ) and select Task.
    clicking the plus sign and then task
  9. Select the Load into a data project task.
    choosing the load into a data project task
  10. Choose the imported data project where you want to save the data.
    choosing the imported data project and source task
  11. Choose the source task that contains your data.
  12. Click Add Field.
  13. Use the dropdown menus to map your Source fields to your Data project field. The source field is how the field appears in your data extractor task, while the data project field is how the field appears in your imported data project.
    mapping fields and field values
  14. If needed, you can map individual values for your fields. To map values, click the blue plus sign below your data project field and then enter the source and destination values.
  15. Click Add Field to continue mapping fields. Repeat this process for as many fields as you need to map.
  16. If needed, click the trash can icon next to a field mapping to delete it.
  17. When finished, click Save.
Qtip: When data is imported, entries will be deduplicated by the specified unique ID field when setting up your imported data project. See the linked support page for more information.

If you’d like to visualize your imported data project in a dashboard, see importing data as a CX dashboard source.