Qualtrics XM Directory Connector Setup Guide
This article describes how to set up the Qualtrics XM Directory connector.
API Information
This connector uses the following vendor API:
- API Name: Qualtrics XM Directory API
- API Version: v3
- API Endpoint:
https://ca1.qualtrics.com
- Documentation: Qualtrics XM Directory API
Connector actions
Action Name | AudienceStream | EventStream |
---|---|---|
Create or Update Directory Contact | ✓ | ✓ |
Create Contact Transaction | ✓ | ✓ |
Configure settings
Navigate to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see the About Connectors article.
After adding the connector, configure the following settings:
- Data Center ID
- Your Data Center ID can be found by going to Account Settings > Qualtrics IDs> IDs > Box User.
- Client ID
- Provide your web application Client ID that has access to the Qualtrics XM Directory API.
- Your Client ID can be found by going to Account Settings > Qualtrics IDs > OAuth Client Manager.
- Your Qualtrics XM Directory API OAuth Client Manager Page must contain the following Grant Type:
client_credentials
and Scopes must be:manage:contact_transactions
,manage:directory_contacts
,read:directories
, andread:mailing_lists
.
- For additional information, see OAuth authentication (client credentials) and OAuth 2.0 Scopes.
- Client Secret
- Provide your web application client secret.
When creating your application within Qualtrics, configure the redirect URLs to match your Tealium environment. For example: https://sso.tealiumiq.com/oauth/qualtrics/callback.html for SSO enabled customers and https://my.tealiumiq.com/oauth/qualtrics/callback.html for standard customers.
Action settings - parameters and options
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Action - create or update directory contact
Parameters
Parameter | Description |
---|---|
Update Strategy |
|
Directory |
|
FirstName | |
LastName | |
Phone | |
ExtRef | |
Language | |
Unsubscribed | |
FirstName | |
LastName | |
Phone | |
ExtRef | |
Language | |
Unsubscribed | |
Embedded Data |
|
ContactId | |
FirstName | |
LastName | |
Phone | |
ExtRef | |
Language | |
Unsubscribed |
Action - Create contact transaction
Parameters
Parameter | Description |
---|---|
Directory |
|
Mailing List |
|
ContactId | |
FirstName | |
LastName | |
Phone | |
ExtRef | |
Language | |
Unsubscribed | |
Transaction Date |
This page was last updated: August 9, 2021