Qualtrics Setup Guide

Follow our setup guide to connect Qualtrics to Fivetran.

Prerequisites

To connect Qualtrics to Fivetran, you need a Qualtrics account with an Administrator role.

IMPORTANT: Qualtrics connections created on or after July 25, 2024, must authenticate using either STANDARD or ADVANCED authentication methods.

Log in to your Qualtrics account.
Find your data center from your Qualtrics URL. For example, if your URL is youraccount.ca1.qualtrics.com, then the data center is ca1.

If you use XM Directory, and want to sync the TRANSACTION_BATCH and BATCH_TRANSACTION_MEMBERSHIP tables, do the following:

Go to Admin.
IMPORTANT: You must be a Brand Administrator to access this page.
In the Users tab, open the permissions window, and then select the Contacts tab.
Enable the Manage Directories permission.
Click Save.

You can choose between the following authentication methods to connect your Qualtrics account to Fivetran:

Standard (recommended) : This method uses 1-way TLS(Transport Layer Security) with OAuth2.0(refresh-token flow) authorization.
Advanced: This method adds a layer of security by using mutual TLS (mTLS authentication) with OAuth2.0 (client-credential flow) authorization. See our Advanced Authentication documentation for detailed instructions to enable this option.

NOTE: Advanced authentication mode requires additional configuration in your Qualtrics account, and is not recommended for most users.

In the connection setup form, enter your chosen Destination schema name.
Enter the Data Center you found.
Select your Authentication Method:
- For Standard authentication, click Authorize and perform the following steps:
  i. Log in to your Qualtrics account.
  > IMPORTANT: We recommend logging in while in Incognito mode to ensure authorization of the correct account.
  ii. Select the organization that you want to sync data for.
  iii. Click Grant access. Once you have finished, you will be redirected back to Fivetran.
- For Advanced authentication, perform the following steps:
  i. In the Client ID field, enter the client ID of your private app.
  ii. In the Client secret field, enter the client secret of your private app.
  iii. In the Client certificate field, upload the Client certificate file you generated.
  iv. In the Private key field, upload the private key you generated.
  v. In the Pass Phrase field, enter the pass phrase for the private-key you generated.
Click Save & Test. Fivetran will take it from here and sync your data from your Qualtrics account.