Qualtrics

Step 1: Generate API token

Log in to your Qualtrics account.

Select Account Settings from the top right-hand corner.

In the My Account window, go to the Qualtrics IDs tab.

In the IDs tab, go to the API section and then click Generate Token.

Make a note of the API token. You will need to provide it to your Clario Customer Success representative.

Step 2: Find Datacenter and Organization IDs

Click the User Settings icon in the top-right corner of your account. Select Account Settings.

Click Qualtrics IDs.

The Organization ID and Datacenter ID can be found in the User section.

Make a note of the Organization ID and Datacenter ID. You will need to provide it to your Clario Customer Success representative.

Step 3: Grant permission (Optional)

This step is only relevant if you use XM Directory.

Go to the Admin page.

Only Brand Administrators can access this page.

In the Users tab, open the permissions window, and then click on the Contacts tab.

Enable the Manage Directory permission and click Save.

Step 4: Provide Clario the details

Send your Clario Customer Success representative the following information:

1. The API token from Step 1

2. The Organization ID from Step 2

3. The Datacenter ID from Step 2.