How to Import Data from Qualtrics

If you want to import survey data into Displayr from Qualtrics, you have a couple options. 

1. Import a survey from Qualtrics directly using Displayr's integration with the Qualtrics API, covered in this article below. This is useful if you want to schedule automatic updates or frequently want to pull in updated survey responses from within Displayr.
2. Export a .SAV file from Qualtrics and import the file into Displayr, covered in How to Export SPSS Data from Qualtrics. This is useful if you don't plan on updating the data that often or need to combine responses from different surveys or waves.

Note that the format of the data imported from the two methods is similar, but not exactly the same, so if you are planning on updating your data at a later date (like for a tracking study), please see Technical details below. This article describes how to import a data set into Displayr using our Qualtrics integration, which allows you to connect your Qualtrics survey to your Document allowing you to quickly pull in data from your live survey.

Requirements

• A paid Qualtrics plan that includes API access. To check whether a Qualtrics account has API access, contact the Qualtrics Administrator at your organization. A Qualtrics administrator may contact a sales representative at Qualtrics to discuss licensing for API access.
• A Displayr document.

Finding your Qualtrics API information

Your Qualtrics Base URL is the base URL when you are logged into your account with "/API" appended to it. 

We usually recommend using one of the two for your Base URL:

• https://yourorganizationid.yourdatacenterid.qualtrics.com/API

• https://yourdatacenterid.qualtrics.com/API

You can find the datacenter ID and organization ID by logging into your Qualtrics account and going to Account Settings at the top right. Then go to the User Settings > User section and look for a box that looks like this:

Once logged in to Qualtrics, you'll need to then find your Qualtrics API Token:

1. Click on the User icon at the upper right-hand corner of the window and go to Account Settings.
2. Go to User Settings > API.
3. Copy the string of alphanumeric text labeled "Token" in the box labeled API. This is your Qualtrics API Token.
4. If this is empty, you'll need to generate an API token by clicking the Generate Token button at the bottom of the API box.

Note that you will need to keep these details as Displayr won't automatically save them in your document.

Importing your Qualtrics data

1. Select Data Sources > Plus (+) > Survey Platforms > Qualtrics.
2. Using your copied Base URL and API Token, enter these details in the appropriate fields.

3. Click OK.

4. Select the desired survey and Displayr will add it as a data set to your document.

Automatically update your data

If you want to automatically pull in updated data from your Qualtrics survey, you need to set up a Schedule . You can view, update, or add a schedule to your data set from Properties when your data set is selected.

See How to Set Up Schedules in Displayr for more information on setting up a schedule to automatically update your data.

Once you set up a schedule, you will need to ensure the data set is connected to it. You can check this in Schedules by reviewing the datasets and objects included in the schedule.

Technical details

• For security, the Base URL must start with "https://". More information on your Base URL can be found at Base URL and Datacenter IDs.
• For more information on Qualtrics API Tokens, look at API Key Authentication.
• We do not currently support importing surveys with more than 1 million responses.
• Data is not updated automatically. If you do not have a schedule set up, you will need to click Refresh in Properties while the data set is selected.
• Qualtrics Side-by-Side questions may have missing data for some multiple-response questions within them. Qualtrics is aware of this issue and intends to fix it in the future.
• When importing Qualtrics "Matrix - Profile" questions, value labels may not be imported correctly if the columns of the matrix are labeled differently between different rows.
• For Single Answer or Matrix - Single Answer questions, a new value may be added called "Not Answered" to represent cases where a respondent has been shown a particular option but decided not to choose any value for it. Cases where a respondent was not shown the option (e.g. due to randomization) are represented with Missing Values.
• If you are working with a tracking study and want to combine live data via the Qualtrics API with the historical data for your report, you should Create a Separate Data Preparation Document and merge the two sources there before Updating your report with a combined file. See Tracking Study Best Practices for things to consider when merging the two sources. 
• If you would like to change the data source later to a different import format (i.e. a .sav file), click Update in Properties while the data set is selected, see How to Update a Data Set in Displayr. Note that the Qualtrics integration and .SAV file export are formatted similarly, but aren't structured the exact same way so you will likely have to deal with data differences if you do this.

Next

Once you've imported your data, it's always a good idea to Check Your Data.