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

Extract Data from Discover Task

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Qtip: This page describes functionality that we intend to release starting February 12, 2025. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

About Extract Data from Discover Task

XM Discover analyzes customer feedback across various platforms including websites, social media, and more. Integrating Discover data into a Qualtrics workflow can give you access to greater capabilities, allowing you to perform helpful tasks like transforming your data or creating an SFTP task. With the Extract data from Discover task, you can use your Discover data in your Qualtrics workflows.

Attention: Users must have their Engage and Discover accounts linked in order to use this task. For more information, see Linking XM User Accounts. This feature is only available for Discover accounts with Engage Brand integrations enabled.

 

Discover Requirements

Before you get started extracting data from Discover, you need to export an API token. These expire every year, so ensure that it hasn’t expired before creating your task.

  1. Log into Discover.
    Designer section of discover
  2. Navigate to Designer.
  3. Select the Admin tab.
    Admin tab of designer workspace, with the edit icon highlighted next to a project in the table
  4. Click the pencil icon next to the project you want to use.
  5. Navigate to the Export API tab.
    Export API tab in the project settings of the admin tab. Generate and Extend options are highlighted
  6. Either Generate or Extend the API Token, if needed.

Setting Up an Extract Data From Discover Task

  1. Create an ETL workflow.
  2. Select Data source (ETL extractor).
    Select an ETL extractor
  3. Select Extract data from Discover.
    Extract data from discover task
  4. Select the Content provider.
    Enter account information
  5. Select the Account.
  6. Select the Project you would like to import the data from.
  7. Click Next.
  8. Select the type of data that you would like to extract.
    Extraction options
  9. Select which date you would like to export the data by.
    • Created date: The date that the record was created in Discover.
    • Updated date: The date that the record was last updated in Discover.
      Qtip: If you export by created date, you will receive the record once. If you export by updated date, you might retrieve the record multiple times if it was edited since the last export.
  10. Enter a Query string, if you want. For more information, see Query Strings.
  11. Enter a Filter string, if you want. For more information, see Filter Strings.
  12. Select if you want to include data from all models in this project. If you do not select this option, enter the models that you would like to include.
  13. Select the model filter you would like to export.
    Model filter options and the next button

    • Do not use model filter: No model filter is applied to the data export.
    • Currently classified: Only documents that are currently classified by the specified models will be exported.
    • Ever classified: Any documents that were ever classified by the specified models will be exported.
  14. Click Next.
  15. Select the attributes you would like to export. You can search for specific attributes using the search bar.
    Select attribtes then click save

    Qtip: To select all attributes, click the checkbox next to Attribute name.
    Checkbox next to attribute name that selects all attrubites
  16. Click Save.
  17. After extracting data from Discover, you must tell Qualtrics where to save the data with a data loader task. See Available Loader Tasks for more information.
    Add a data destination

Query Strings

Queries let you control which data is imported into your workflow. In this task, you can enter a query to filter the data that is extracted from Discover. Only records that match the query will be included in the export.

Query String text box

Qtip: Queries are built using lucene syntax. This is the same syntax that appears in the rules box when you create a filter in Designer.
Syntax

Filter Strings

Filters are built in Discover and can be used in the extractor to control what data is imported into Qualtrics. To use a filter, enter the title of the filter into the task.

Filter String text box

Qtip: For information on creating filters in Designer, see Filtering Data (Designer).
Attention: Only shared filters can be added to the Extract Data from Discover task. Filters created in Designer are not set to “shared” by default. Make sure to enable the shared setting if you encounter issues with your filters.