Load Users into EX Directory Task
Suite
Employee Experience
Product
Qualtrics
What's on this page
About the Load Users into EX Directory Task
The Load Users into EX Directory task is used to save your employee data to your Qualtrics employee directory. To use this task, you must first load data into Qualtrics using a data extractor task.
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 Users into EX Directory Task
Select Data source (ETL extractor). In this step, you’ll extract data that you can load to another destination. See using Building ETL Workflows for more information.
Qtip: Usually, this is the extract data from SuccessFactors task, but can be any data extractor task.
Click Add a data destination.
Choose the Load Users into EX Directory task.
Select where you want to save the data. You can choose your global employee directory, or a specific EX project.
Qtip: When importing directly into a Lifecycle project, these participants ignore any participant import automation criteria.
Choose the task to import data from. This should be your data loader task.
Qtip: The maximum file size for the file in the data loader task is 1 GB.
Map your source fields from SuccessFactors to your destination fields in Qualtrics. The pre-loaded fields are required, and below is our suggested mapping:
| Source field | Destination field |
|---|---|
| /person/employment_information/user_id | UniqueIdentifier |
| /person/personal_information/first_name | Firstname |
| /person/personal_information/last_name | Lastname |
| /person/email_information/email_address |
To import additional metadata fields, click Add field.
For your additional field, select the source field from SuccessFactors.
Use the Choose field or Add New dropdown to select a metadata field from your EX directory to save the data to. You also have the option to create a new metadata field instead.
To delete an additional field, click the 3 dots menu and select Delete row.
If needed, you can map specific values for your field by clicking the 3 dots menu. You can use this feature if you want to save your data with different values than they have in SuccessFactors.
Qtip: For more details, see Mapping Field Values for steps. While this link will take you to another task’s support page, the functionality is the same.
When finished mapping fields, click Save.
Qtip: When this task runs successfully, you’ll see the message “There were no files available when this task was run,” in your workflow run history. This is because the processed data is based on the extractor task earlier in your workflow, not a separate file.
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.
Are changes to members of my employee directory reflected in my project’s participants?
Are changes to members of my employee directory reflected in my project’s participants?
If you update metadata for a member of your employee directory, their records will not be reflected in individual projects where they appear. The only exception is 360 projects with the status "new."
If you update someone’s unique identifier, first name, last name, or login information, this information will always be reflected in any projects that person is a participant in.
If you update someone’s unique identifier, first name, last name, or login information, this information will always be reflected in any projects that person is a participant in.
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