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Connect Qualtrics with Statisfy

The Qualtrics integration pulls survey responses from your Qualtrics account into Statisfy. Each response becomes a survey activity linked to the respondent’s customer account, so survey feedback appears alongside the rest of the customer timeline. Prerequisites:
  • Admin access to both Qualtrics and Statisfy
  • A Qualtrics API token with access to the surveys, responses, and distributions you want to sync
  • Your Qualtrics Datacenter ID — a short code such as co1
  • A connected CRM (Salesforce or HubSpot). Qualtrics starts syncing once your CRM has finished its first sync

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What Gets Synced

Answers to other question types aren’t captured.

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Get Your Qualtrics API Token and Datacenter ID

  1. Sign in to Qualtrics as an admin.
  2. Generate an API token and find your datacenter ID. See the Qualtrics API documentation for current instructions.
  3. Copy both values. You’ll enter them in Statisfy in the next step.
Keep the token secure. Anyone with the token can read survey data from your Qualtrics account.

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Steps to Connect with Statisfy

  1. Log in to Statisfy.
  2. In Statisfy, open the Integrations page and select the Admin Apps tab. Find the Qualtrics card and click Connect.
  3. Paste your Qualtrics API token into the API Key field, enter your datacenter ID in the Datacenter ID field, and click Connect.
  4. Once connected, Statisfy syncs Qualtrics every hour. The first sync brings in your existing responses as well as new ones.
  5. Find synced responses under each Account → AI Timeline → Timeline Activity → Source: Qualtrics.

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Choose Which Surveys Sync

By default, Statisfy syncs responses from all of your active Qualtrics surveys. To limit the sync to specific surveys:
  1. Go to Settings → Config, choose Admin, and open the Integrations tab.
  2. Find Qualtrics Whitelisted Survey Names.
  3. Replace the default * entry with the exact names of the surveys you want to sync, then save.
Survey names must match the names in Qualtrics exactly. Keep * in the list to sync every active survey.

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How Responses Are Matched to Accounts

Statisfy links each response to an account using the respondent:
  1. The response’s recipient email must match a person already in Statisfy. If it doesn’t, the response is stored without a respondent and usually can’t be linked to an account.
  2. The respondent’s email domain (internal domains are ignored) is matched against each Statisfy account’s domain and alias domains.
Responses that can’t be matched to an account are stored without one instead of being discarded.

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What Isn’t Synced

Responses that aren’t synced:
  • Survey preview responses and anonymous responses.
  • Responses with no recipient email.
  • Surveys that are inactive in Qualtrics or aren’t in your allowed survey names.

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Troubleshooting

  • Verify the API token hasn’t been revoked or regenerated in Qualtrics.
  • If the token was regenerated, reopen the Qualtrics card and click Update to enter the new one.
  • Check that the Datacenter ID matches your Qualtrics account. Enter only the short code (for example co1).
  • Make sure your CRM (Salesforce or HubSpot) has finished its first sync. Qualtrics doesn’t sync until it has.
  • Confirm the survey is active in Qualtrics and that its exact name is in Qualtrics Whitelisted Survey Names (or that the list contains *).
  • Preview and anonymous responses, and responses without a recipient email, are not synced.
  • Check that the respondent exists as a person in Statisfy and that their email domain matches the account’s domain or alias domains.

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Need Help?

If you face any challenges with the Qualtrics integration, please contact support@statisfy.com. Our team will assist you.