Skip to main content
Skip to article
  • Qualtrics Platform
    Qualtrics Platform
  • Customer Journey Optimizer
    Customer Journey Optimizer
  • XM Discover
    XM Discover
  • Qualtrics Social Connect
    Qualtrics Social Connect

Import Salesforce Report Data Task

Was this helpful?


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The feedback you submit here is used only to help improve this page.

That’s great! Thank you for your feedback!

Thank you for your feedback!

About the Import Salesforce Report Data Task

The Import Salesforce Report data task allows you to import data from a Salesforce report into Qualtrics. Once the data is imported into Qualtrics, use a data loader task to save the data in your desired area on the platform.

Example: One use-case for this task is to import a set of contacts made of recently closed support cases and save them to XM Directory. You can then distribute a follow-up survey to understand if their issue was resolved.
Attention: This task only allows for a Tabular report type to be imported from Salesforce, and will only support reports containing up to 100 columns due to a Salesforce API limitation.

Setting Up an Import Salesforce Report Data Task

  1. Create an ETL workflow.
  2. Select Data source (ETL extractor).
    Adding an extractor to an ETL task
  3. Choose the Import Salesforce Report data task.
    selecting the "import salesforce report data" task
  4. Select the Salesforce account to import data from.
    choosing credentials to use

    Qtip: Any Salesforce accounts you’ve previously connected as well as accounts set up by Brand Administrators will be available here.
    Attention: You may have up to five external connections to your Salesforce account for this task. If you add more than five connections, the oldest connection will be disconnected.
  5. If you’d like to add a new Salesforce account, click Add user account.
    Qtip: After clicking Add user account, specify the account name and click Connect account. After clicking Connect account, login with your Salesforce credentials.adding a name for a new account
  6. Click Next.
  7. Click Choose report and select the Salesforce report you want to import data from. You can choose both public and private reports.
    clicking the report dropdown menu and searching for a report
  8. Select a Primary field for the import.
    choosing a primary field and then choosing additional optional fields

    Qtip:Make sure all values in this field are unique. Duplicate values will prevent the field from being imported.
    Example: If Email is chosen as your primary field, all email addresses must be unique and without duplicates.
  9. Click Add field to import additional fields from the report.
  10. Use the dropdown menus to choose the fields to import.
  11. If needed, click the trash can icon next to a field to remove it.
  12. When finished, click Save.
  13. Click Add a data destination.
    button to add a data destination
  14. Choose the data loader task that determines where the data is saved in Qualtrics. Currently, you can only use the Add Contacts and Transactions to XMD task. Visit the linked page for more information on setting up the task.