Unique Identifiers (CX)

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:

1. Go to a Dashboard project.
   
2. Open the User Admin tab.
   
3. Click Add users.
4. Click Manually add users.
5. If there is a Unique Identifier column on the left, your brand has unique identifiers, and you will need to include these every time you upload users to a dashboard.
   

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. There is a maximum of 5000 rows.

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. There is a maximum of 5000 rows.

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.

1. Go to any Dashboard project.
   
2. Go to User Admin.
   
3. Click Bulk Actions.
4. Select Update unique IDs.
5. Download the example file by selecting Download.
   
6. For each user you want to update, include an oldUniqueID (current Unique Identifier) and a newUniqueID.
   
7. Save your file. Do not change the format from CSV.
8. Click Choose file to upload your CSV.
9. Click Remove users.

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 your company is using SSO with Qualtrics, you have the option to assign Unique Identifiers upon self-enrollment via SSO.

To configure Unique Identifiers for your brand, work with your IT team to create an attribute to assign a Unique Identifier, You’ll need to add this attribute to your SSO configuration as the Unique ID field in the Dashboard Attributes section of your SSO configuration. Just In Time provisioning must be enabled.

The configured Unique Identifier will be assigned to a new user during self enrollment. If SSO Unique Identifier is not configured, a system-generated identifier will be assigned. Note this configuration does not impact the Unique Identifiers for the existing 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 Employee Experience 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.

FAQs