Integrating Qualtrics

Capabilities

DataGrail's Qualtrics integration provides the following capabilities:

Product	Capability
Request Manager	Request Types Access, Deletion (Direct Contact) Identifier Categories Email

Before You Start

To successfully configure this integration, please ensure you have sufficient privileges:

• DataGrail User Role: Super Admin, Connections Manager
• Qualtrics User Role: Admin

Create Qualtrics Client Credentials

1. In Qualtrics, select Account Settings in the top right menu.
2. Select the Qualtrics IDs section.
3. Select the IDs section, and copy the Datacenter ID value. (e.g. ca1, iad1, sjc1, fra1, syd)
4. Select the OAuth Client Manager section.
5. Select Create Client.
6. Enter the following information for the new client:

Client Configuration

Name: DataGrail

Scopes:

• manage:customer_data_requests
• manage:erasure_requests
• read:directories
• read:directory_contacts
• read:users

Grant Type: Client Credentials

7. Select Create Client.
8. Copy the Client ID and Client Secret, and store them in a secure, temporary location.

Connect to DataGrail

1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Qualtrics.
2. Enter the Datacenter ID, Client ID and Client Secret.
3. Select your desired Asynchronous Deletion Behavior.

Qualtrics Deletion Behavior Configuration

Mark integration as complete when a deletion request is successfully submitted: The Qualtrics Integration will be marked as "complete" as soon as the deletion request is submitted to Qualtrics.

Continue processing until the deletion request is completed (default behavior): The Qualtrics Integration will show a "processing" status until the Qualtrics deletion is complete.

4. Select Configure Integration.

Next Steps

Now that you've successfully connected the integration, check out the following resources:

• Synchronous vs. Asynchronous Integrations
• Whole Record Deletion
• Access Request Lifecycle
• Request Manager Overview

Troubleshooting

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details

The Qualtrics integration uses the v3.0 API:

Access Type	Asynchronous
Deletion Type	Asynchronous (Whole Record)

API Documentation

Learn more about this API implementation and DataGrail functionality in our API Integration Documentation.