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Configuring your Qualtrics integration

How to set up your Qualtrics surveys with Kapiche.

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Written by Cameron Parry

To connect Qualtrics to Kapiche:

Head to your Kapiche homepage and in the top-right corner click on your Profile Name and then Integrations.

Tap on the blue 'Add' button next to Qualtrics and from there you have two choices either API token or OAuth Authentication methods. OAuth is the recommended method from Qualtrics and Kapiche.
Note: Not documented in the Qualtrics docs in the scope to use for OAuth. This needs to be manage:all

You will also need the below two attributes in order to configure the integration.

Once you've entered your API credentials you'll be able to create a new Project using the data from your Qualtrics surveys by clicking on Create Project > selecting Import data from an integration > then Choosing the survey you would like to import.

From here, follow the process of creating a new Project to finish importing your Qualtrics survey data into Kapiche!

Note: If your Qualtrics survey contains multiple choice questions, the Kapiche platform will automatically recode the choices with the variableName. More information here.

Choosing which responses to import

When you create the project, you can choose to import only recent responses. Next to Import responses recorded from, pick a start date, or leave it on All time to import everything. Kapiche then shows how many of the survey's responses were recorded since that date and will be imported.

The start date filters on the Qualtrics Recorded Date. If someone bulk-edits or re-imports responses in Qualtrics, their Recorded Date moves forward. That means some older responses can still come through after you've picked a start date. If you see responses you didn't expect, check their Recorded Date in Qualtrics.

If the import would use more than your site's Data Units, Kapiche warns you so you can pick a later start date.

Checking your import status

Your Qualtrics project syncs new responses automatically on a schedule, so there's no Update Data button. To see how syncing is going, open the project. The Project Data panel shows:

  • The survey the project is connected to, with a Sync on or Sync off badge

  • A row for each sync, showing its progress while it runs (for example "Fetching data: 45% done"), the number of records once it finishes, or Import failed if something went wrong

The list refreshes on its own while a sync is running. If you see Import failed, get in touch with support through the chat button and we'll look into it.

What if my survey changes after connecting?

Surveys change, and your Kapiche project can change with them. You don't need to create a new project.

Let the Kapiche team know about changes. Updates to how your survey maps into Kapiche are made by our team, not in your account settings. Contact support when you:

  • Add a question you want analysed, such as a new open-ended question. We'll add it to your project and can backfill earlier responses if you want them.

  • Remove a question. We'll update the mapping so your project stays tidy.

  • Reword a question. Kapiche usually keeps matching the question after small wording edits. But some edits in Qualtrics create a completely new question behind the scenes, and then the data stops coming through. The safest option is to tell us about any wording change.

We also monitor imports, and our team is alerted if a mapped question stops arriving, but letting us know first avoids any gap in your data.

Qualtrics AI follow-up questions. If you've turned on AI follow-up probing, the follow-up answers can arrive either as separate columns or combined into one field, depending on your Qualtrics settings. Contact support with a sample export and we'll recommend the best way to bring them in.

Questions? 🤔

If you have any questions about configuring your Qualtrics integration (or anything else!) you can get in touch with us any time by hitting the blue chat button to your right 👉

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