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  • Qualtrics Platform
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  • Customer Journey Optimizer
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  • XM Discover
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  • Qualtrics Social Connect
    Qualtrics Social Connect

Imported Data Projects


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Imported Data Projects

Imported data projects allow you to use data from other external sources to analyze in Qualtrics. These project types are particularly useful for analyzing your operational data collected outside Qualtrics with your experience data collected inside Qualtrics.

Once your data is imported into Qualtrics, use Stats iQ, Text iQ, crosstabs, and response weighting to analyze your data. You can also use your project as a data source in your CX dashboards.

Qtip: Imported data projects do not have access to the Reports and Results tabs.
Attention: If you don’t have access to Imported Data projects, contact your Brand Administrator to verify you have the Use Imported Data Projects permission enabled.
Attention: Data can be imported through alternative methods as well, including Load into Data Projects Workflow task or by using an API.
Qtip: If using API in an Imported Data project, follow these steps to extract the internal ID from the API.

Preparing a File for Import

Your file can be saved in the following formats: .xlsx, .csv, .tsv, .sav (SPSS), and .xls. You can also upload those files in compressed form by using the format [filename].[file type].zip (e.g., mydata.csv.zip, odata.xlsx.zip).

The first row of your file should contain the headers for each of the fields you’d like to import. These headers will end up being the names of the fields in your project, so make sure they’re clear and concise. All headers must be unique from each other. Under each header, enter the data for each participant.

Your file size must be less than 100 MB to import.

Qtip: Your file should contain only one header row. If you export data from a Qualtrics survey to use in an Imported data project, be sure to delete extraneous header rows.

An exported data file that has the first row highlighted but the second and third scratched out

Attention: In your import file, each field name must be less than 255 characters long. Field names cannot be edited after the file is imported.
Attention: Spaces in header names will become underscores ( _ ) when the imported data project is created. That means “Sample_Name” and “Sample Name” will be understood as duplicate headers, and you will not be able to upload your file until you change one of these headers’ names.

Date and Time Formatting

Dates and times in your file need to be formatted in UTC with a time zone specified. If no time zone is specified, it defaults to UTC+0 (also known as Greenwich Mean Time, GMT).

The exact time and date formatting is in ISO 8601:

yyyy-mm-ddThh:mm:ss-+HH:MM

“T” always remains “T.” The second hour and minute combo is the offset from UTC. Time should be formated as 0 – 23, where 0 is midnight (12 AM) and 23 is 11 PM.

Example: Our date and time data is in Pacific Standard Time (PST). PST is UTC−08:00. So March 9, 2023, at 4 PM in Pacific Standard Time would be:

2023-03-09T16:00:00-08:00

You can find your location’s UTC time zone by searching online.

Creating an Imported Data Project

  1. Either navigate to the Catalog or click Create project on the Projects page.
    Create Project button in Projects Page, catalog from navigation hamburger menu
  2. Scroll, filter, or search as needed to find the correct project type.
    Filters and search bar along the top of the catalog, chosen project appears as a tile. Once the tile is clicked, a menu opens on the right with a description and a get started button
  3. Select Imported data.
  4. Click Get Started.
  5. Name your project.
    giving the project a name, choosing the folder, and selecting the import method
  6. If desired, place it in a folder.
  7. Choose how you want to upload data to Qualtrics. You may choose to either Upload from a file, or Paste data. The following steps will go over using both options.
  8. If you choose Upload from a file click Select a file and select the file you prepared. The project name will match the file you uploaded, but you can change this if desired.
    Import option with instructions, a button in the center for uploading a file
  9. If you choose Paste data, you can paste data from Google Sheets or Excel. Remember to name your project.
    Paste data option, with an open field where you can paste the data
  10. When you’re ready, click Next.
  11. Choose your Unique id field. This field will be used to deduplicate data entries if they have the same value for this field. Your chosen field will have an id label next to it in your dataset.
    selecting the unique id field, changing the field types, and clicking finish

    Qtip: When data deduplicates based on matching unique IDs, the new data uploaded will always override preexisting data.
  12. If needed, adjust the Field type for your imported fields. The field type determines how the data can be analyzed and displayed in dashboards. The available field types are:
    • Numeric value: A number, with infinite possible values. In CX dashboards, this is a numeric value field type, and in Stats iQ this is a number variable type.
    • Number set: A set of numbers that has a finite set of values (i.e. scale from 1 to 5). In CX dashboards, this is the number set field type, and in Stats iQ this is a number variable type.
    • Date: A calendar date. In CX dashboards, this is the date field type, and in Stats iQ this is a times variable type.
      Attention: Dates need to be in the format YYYY-MM-dd hh:mm:ss for the date variable to show up within the data table.
    • Text value: A one or two word value, with infinite possible values. In CX dashboards, this is a text value field type, and in Stats iQ this is a text variable type.
    • Text set: A one or two word value with a finite set of values (i.e. on a scale from very satisfied to very dissatisfied). In CX dashboards, this is a text value field type, and in Stats iQ this is a categories variable type.
    • Open text: Longer blocks of text. In CX dashboards this is an open text field type, and in Stats iQ this is a text variable type.
      Attention: To analyze your data in Text iQ, you must have at least one open text field. If your project does not have an open text field, then you will not be able to access Text iQ.
  13. Click Finish.

Using an Imported Data Project

Imported data projects are useful for when you have existing data that you want to upload to Qualtrics for analysis. You have many data analysis options available to you in Qualtrics, including data editing, weighting, statistical and text analysis, and more.

To learn more, see Data & Analysis in Imported Data Projects.

Attention: If you are deleting multiple responses at once, please note that you can only select 1 page of responses at a time.
Qtip: If you want to report on your data, you can also use imported data projects as sources in CX Dashboards.

Project Actions

When you’re on the Project page, you can click the dropdown to the far-right of a project for more options.

from the project page, clicking the project actions dropdown for an imported data project

  • Collaborate: Collaborate the project with other users
  • Rename Project: Rename the project.
  • Delete Project: Delete the project. Only do this if you are absolutely sure! Deleted imported data projects cannot be recovered.