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Add Contacts and Transactions to XMD Task

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About the Add Contacts and Transactions to XMD Task

The Add Contacts and Transactions to XMD task allows you to map data imported into Qualtrics to your XM Directory. For example, you can use an Extract data from SFTP files task to import data into Qualtrics and then map that data to your directory.

This task is similar to the Load B2B account data into XM Directory task, but it allows you to map both contact data and transactional data to XM Directory.

Qtip: For more information on using data loading and extracting tasks, see using Workflows tasks to build ETL workflows.
Qtip: This task is compatible with both XM Directory and XM Directory Lite. However, this task is not available in all licenses, and may not include certain features when used with XM Directory Lite, such as transaction data. If you’d like to upgrade to XM Directory, reach out to your Account Executive.

Setting Up an Add Contacts and Transactions to XMD Task

  1. Create an ETL workflow.
  2. 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.
    Adding an extractor to an ETL task

    Qtip: Files must be less than 1 GB and 750,000 rows to be compatible with the add contacts and transactions to XMD task.
  3. Click Add a data destination.
    In the ETL workflow, there's a place to add data transformations, then a place to choose what happens next; click Add a data destination
  4. Choose the Add contacts and transactions to XMD task.
    selecting task from the workflows menu
  5. Choose the directory to map data to.
    The UI says select an XM Directory. Then it lets you choose between create a new mailing list or use an existing mailing list. After that, you choose a data source

    Qtip: Most licenses only have a default directory, but some may have multiple directories.
  6. Select a mailing list to map data to. You can also choose to create a new mailing list for this directory each time this workflow runs.
  7. Select a data source. This should be the data extractor task you set up earlier.
  8. Use the menus to map fields from your data extracting task to your XM Directory.mapping fields from xmd
    The following XM Directory contact fields are added by default:

    • ContactID
    • FirstName
    • LastName
    • Email
    • Language
    • Phone
    • Unsubscribed
    • ExternalReference (also known as ExternalDataReference)
      Qtip: You can also map individual field values. See Mapping Field Values for more information.
  9. To add custom fields to your mapping, click Add Field.
    Qtip: Source fields can only be mapped to one destination field within the task.
  10. If you want to map transactional data in addition to contact data, select a field to use as the transaction date.
    mapping transaction data

    Attention: When mapping transactional data you must map at least one contact field in the section above. You also must select a contact list that your transaction data will be added to.

    Qtip: When mapping transaction date fields during the set-up of your task, transaction dates are the dates a transaction occurred. Dates will be assumed to be in UTC unless the time zone is explicitly included in the date value. More information on these formats can be found on the Date Format Syntax support page. Here is a list of compatible time formats:

    • ISO-8601 (2006-01-02T15:04:05+07:00)
    • ANSIC (Mon Jan _2 15:04:05 2006)
    • UnixDate (Mon Jan _2 15:04:05 MST 2006)
    • RFC822 (02 Jan 06 15:04 MST)
    • RFC850 (Monday, 02-Jan-06 15:04:05 MST)
    • RFC1123 (Mon, 02 Jan 2006 15:04:05 MST)
  11. Click Add Field to add more custom transaction fields, and use the dropdown menus to map values for these fields.
    Qtip: Transaction date field is required, and you will not be able to map additional transaction fields without mapping a value for this field.
  12. When finished mapping fields, click Save.
    Qtip: This task obeys your directory’s contact deduplication rules.

Troubleshooting Tips

  • When investigating what went wrong with a workflow task, check out Workflows reporting for any errors and correct them before retrying your task.
  • Contact deduplication allows you to retry your task without creating duplicate contacts. Make sure to set up contact deduplication rules when testing and retrying this task.
  • When mapping field values, keep the following in mind:
    • You may have up to 500 mapping pairs. If your file contains more than 500 mappings, then you will receive an error message and only the first 500 rows will be uploaded.
    • Make sure your file contains the “from” and “to” headers. If these headers are not detected, then Qualtrics will assume the first column is “from” and the second column is “to.

FAQs