Unique Identifiers (CX)
What's on This Page:
About Unique Identifiers
Email addresses can change for many different reasons, so they’re not always a reliable way for Qualtrics to identify CX dashboard users. Thankfully, there is a Unique Identifier column when you add users, which allows you to specify users by whatever identifier your company prefers. You can use anything from numeric IDs to usernames, and in the event you need to change dashboard users’ unique IDs, it’s an easy process.
You have to be both a Project Administrator (often the person who made the dashboard project) and a Brand Administrator to perform the actions described in this section. This means you have access to the User Admin tab.
Identifying Whether Your Brand has Unique Identifiers
Unique identifiers are a feature in all CX licenses started after July 16, 2020.
If you’re unsure when your brand was created and whether you have access to this feature already, then no worries – simply follow these steps to see if you have access to unique identifiers:
Manually Adding Users with Unique Identifiers
When manually adding users, you can add unique IDs in the Unique Identifier column.
Enter whatever identifier your company prefers to use in this column.
Unique Identifiers can be made of letters, numbers, and/or the at symbol ( @ ), periods ( . ), and underscores ( _ ). The maximum is 100 characters.
Importing Users with Unique Identifiers
When Importing CX Users, download the Example Document. This will contain a UniqueIdentifier column. Do not modify this column name to UniqueID or anything else, or it will not be recognized.
Enter whatever identifier your company prefers to use in this column.
Unique Identifiers can be made of letters, numbers, and/or the at symbol ( @ ), periods ( . ), and underscores ( _ ). The maximum is 100 characters. You have a limit of 200 columns in your import file.
Updating Multiple Users’ Unique Identifiers
You can update Unique Identifiers for many CX users in your brand by using the User Admin tab in any dashboard project.
- Go to any Dashboard project.
- Go to User Admin.
- Click Tools.
- Select Update Unique Identifiers.
- Download the Example Document.
- For each user you want to update, include an oldUniqueID (current Unique Identifier) and a newUniqueID.
- Save your file. Do not change the format from CSV.
- Click Browse to upload your CSV.
- Click Import.
Updating One User’s Unique Identifier
If you only need to update one user’s Unique Identifier, you can do this by finding them in the Users section of the User Admin tab, and then clicking their name or email.
Click their name. On the left, click into the Unique Identifier’s value and change it as desired.
Unique Identifiers and SSO Self-Enrollment
If you have Unique Identifiers enabled and would like to use automatic enrollment with SSO, there are a few things to consider.
Your IT team is responsible for establishing your company’s SSO. On your end, you and your team need to create an attribute you’ll use to assign roles. You must also ensure that you have an attribute that is used as Unique Identifier in SSO settings. This should be the same attribute that you use as a Unique Identifier when adding CX users.
When you reach out to Qualtrics to let them know what attribute you will be using for role assignment, make sure you also communicate what your unique identifier attribute is for SSO. In SSO, you should have the same unique ID mapped that you use to upload CX users.
Migrating from Emails to Unique Identifiers
This section is for existing licenses who voluntarily chose to switch from emails to unique identifiers. If you have been using CustomerXM for a while, chances are you are used to the CX user’s email address as the means of identifying them, and have never used a Unique Identifier column. This section will go over the easy process of switching from using emails to unique IDs.
- CX Licenses with EX: Follow the steps on the EmployeeXM Unique Identifiers support page.
- CX License without EX:
- First, export a list of all your CX Dashboard users, so you can grab the auto-generated unique IDs associated with each user. These will be listed in the Unique ID column of your export.
- Next, determine what unique IDs you’d like to use for these users. (E.g., Company employee IDs.) Compile a list of your CX users’ unique IDs.
- Finally, follow the steps in Updating Multiple Users’ Unique Identifiers.