How to add an "import date" metadata field to employee data when importing them into EX Directory | XM Community
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Hi everyone,

My organization has an automation that imports new employees into the directory on a daily schedule.

I would like to add a metadata field to each employee record that includes the date their data was imported into the Qualtrics directory.

Unfortunately, I haven't been able to achieve this using the workflow tasks. Is there an alternative method to do this without editing the source file from which we import the employee data?

Thank you in advance for your help!

You want to add a metadata field to each employee record in Qualtrics that shows the date their data was imported, without changing the source file. This is possible using Qualtrics Workflows, specifically with a feature called the Code Task, which lets you use custom JavaScript to add the import date. 

Steps to Implement

  1. Set Up a Workflow: Create a new workflow in Qualtrics that triggers when your employee import automation runs. This workflow can include multiple tasks to process your data.
  2. Add a Code Task: After the import task, add a Code Task. In this task, use JavaScript like return { importDate: new Date().toISOString() }; to add a new field called "importDate" with the current date and time.
  3. Configure and Test: Save the workflow, test it to ensure the "importDate" field is added correctly, and adjust as needed

You can read more here https://www.qualtrics.com/support/iq-directory/automations/file-import-sources-for-contact-automations/


EdenHaha gave a good option in their response. We had the same issue in our org. We went a different route and wanted to share it so you could consider it as well.

We added a date field to the file when it was produced by our HR system. That was a very easy solution as we could just click a single button in the report that was automatically produced each week.

 


Hi ​@EdenHaha , 

Thank you for your response. 

I’ve been trying to do the same as shown in the image below. 
But I’m not sure if I have to include the code task output in the T-ID 3 task of importing them into the directory as the importDate is not automatically being included in the data in the directory.

I really appreciate your guidance. 

Thanks, 
Mayur S Chittaragi
 

 


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