Load Into a Data Set Task
About the 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.
Common Uses for This Task
The Load into a Data Set task can be used for creating datasets that can be used in the Merge task. This allows you to merge your new dataset with existing datasets in Qualtrics.
Available Dataset Schemas
Customer Care: This schema allows you to load data from third-party sources into Qualtrics. The following fields are required for this schema:
- OwnerId: The ID of the employee who owns the case.
- ExternalSystemId: The ID from the external system.
- Status: The status of the case, such as New, Closed, or Escalated.
- CreatedDate: The date the case was created.
- LastModifiedDate: The date the case was last updated.
Custom: This option allows you define your own data schema. You can either upload a file with your mappings by clicking Choose file, or add them manually using the Add Field button.
Creating a Load into a Data Set Task
To use this feature, you’ll first create a new scheduled workflow with a data extractor task. Then you’ll add the Load Into a Data Set task and configure it with your chosen schema. Finally, you’ll complete your workflow by mapping each field in your dataset.
- Click the navigation menu in the top-left corner.
- Choose Workflows.
- Click Create a workflow.
- Choose Started at a specific time.
Qtip: You can also use the “started when an event is received” option, although we recommend using a scheduled workflow for this task. See scheduled workflows vs. event-based workflows for more information about each option.
- If desired, rename your workflow.
- Determine when the workflow runs. See scheduled workflows for more information.
- 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.
- Click the plus sign ( + ) and select Task.
- Select the Load into a data set task.
- Enter a name for your dataset.
- Select the dataset schema you want to use:
- Customer Care: This schema allows you to load data from third-party sources into Qualtrics. See Available Dataset Schemas for the fields available in this schema.
- Custom: This option allows you to define your own data schema. See Available Dataset Schemas for more information about creating your schema.
- Select a source from the tasks you’ve already configured in this action.
Example: If you previously set up an Extract data from SFTP files task, select the SFTP connection from the dropdown. If you previously set up an Extract data from Salesforce task, select the object you configured from the dropdown.
- Once your source is selected, you’ll need to map your source data to Qualtrics. Click Select source field to select the field in your source data that matches the Qualtrics field. The required fields for each source vary based on the dataset schema you selected in step 11. See Available Dataset Schemas for more.
- Select a field from your source data.
- Hover over the Qualtrics field and click Map Values.
- Check Map unmapped fields to a default field if you want any unmapped field to be mapped to the same default field.
- If you selected Map unmapped fields to a default field, click enter a field name and type a name for your default field in the text box.
- Enter your source field value in the left text box, and your destination field value in the right text box. The destination field value is the value that will be present in your final dataset.
Qtip: If the field has many values you want to map, click Download CSV template to download an example mapping file. You can add your source field values in the “from” column and your outcome field values in the “to” column. Click Choose file to upload your completed file.
- Click the plus sign ( + ) to map additional values.
- To add fields in addition to the required ones, click Add Field.
Qtip: If you want to delete an additional field you added, click the trashcan icon. - Click Select source field to choose the field in your source dataset.
- Click Select destination field to choose the field in your outcome dataset. The default destination fields that appear when adding an additional field will vary based on the dataset schema you selected in step 11.
- To add an attribute that is not listed by default, click Add a custom attribute.
Attention: This optional attribute will be added to this Qualtrics dataset, and you will be unable to modify or delete it without contacting support. The new field(s) will not be picked up by Qualtrics for 24 hours after the change is made.
- If you are adding a custom attribute, type an attribute name in the text box.
Qtip: Only alphanumeric characters and underscores are accepted, and should not start with an underscore or a number. - If you are adding a custom attribute, click Select data type and select a data type for your field. For descriptions of available field types, see Field Types.
Attention: If you are using a date field, it must be formatted as a Unix Timestamp.
- If you are adding a custom attribute, click Save.
- Follow steps 15-19 to map your field values.
- Once all your values are mapped for each field, click Save.
Qtip: All required fields must have a source field mapped to them before you can click Save. - Make sure your workflow is enabled.