Do you want the file to be moved to a different folder? In that case, make sure to create the new folder.īefore you can use the Extract data from Google Drive task, you must connect a Google Drive account for Qualtrics to extract data from. For example, do you want the processed file’s name to be edited? If so, think if there is a prefix you want to be added to the name. What do you want to do with a file once it’s processed? This is not just for identifying the Google Drive files that have already been uploaded to Qualtrics, but for preventing them from being uploaded again if there are no changes.Are there special naming conventions for files you’d like to import? This is not required, but encouraged, if you’d just like to clearly distinguish files for import, especially if they live in the same file as non-processed files.Every file has columns for Firstname, Lastname, Email, Phone, UniqueID, and Location. Do your files fit a consistent format? For example, files you hope to import in the same workflow should have the same headers / columns / fields, even if the values differ.Įxample: You set up a workflow to regularly upload contacts from Google Drive to your XM Directory.Are you looking to import a specific file, or multiple files on a scheduled basis? If you’re importing just one file, you can proceed to set up.Where are the files you’d like to import? Make sure they are in a distinct folder and not just under “My Drive.”.Keep in mind you will need ownership of the files if you want to delete or move them after they’re processed. What Google Drive account will you use? Make sure the files you want to import to Qualtrics are owned or shared by this account.What do you want to do with your Google Drive data once it’s in Qualtrics? Take a look at the available loader tasks for a list of options.Before You Get Startedīefore you get started importing data from Google Drive to Qualtrics, take into account the following considerations:

Qtip: You can combine the “Extract data from Google Drive” task with other loader tasks, such as the Load data to XM Directory task, to import data into the Account Management Command Center.

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