How to integrate Birdie + Qualtrics
Rodrigo
Last Update 9 個月前
Birdie integrates with Qualtrics to ingest survey responses and their related attributes (linked contact data) into your Birdie workspace. This allows you to centralize customer feedback from Qualtrics alongside other sources and analyze it with Birdie AI.
To enable the integration, you will need:
An active Qualtrics account with API access.
Either an OAuth Authentication (Client Credentials Grant) or an API Token (explained in the next section).
Option 1: Connect via OAuth Authentication (Client Credentials) - Recommended
OAuth Authentication is the recommended method if you want secure access managed by Qualtrics.
Client Credentials Grant is intended for server-to-server communication, where no user interaction is needed.
Step 1 — Accessing your Qualtrics account
- Log in to your Qualtrics account and go to Account Settings.
- Select OAuth Client Manager.
- Click Create Client.
- Fill in the name and contact information for the client.
Under Scopes, select the required API scopes that allow Birdie to read surveys and related metadata:
read:survey_responses
read:surveys
In Grant Type, select Client Credentials.
Click Create Client.
⚠️ Important: Copy and save the generated Client ID and Client Secret. They will only be shown once.
Share securely with Birdie:
Client ID;
Client Secret;
Data Center URL (This data center is visible in your Qualtrics URL. E.g., https://iad1.qualtrics.com).
Option 2: Connect via API Token
If OAuth is not available, you can connect using a Qualtrics API Token.
Log in to Qualtrics.
Go to Account Settings (via the user dropdown).
Open the Qualtrics IDs section.
Click Generate Token (if you don’t already have one).
⚠️ Important: Generating a new token will replace the old one immediately. Any existing integrations using the old token will stop working until updated.
Step 3 — Provide Credentials to Birdie
Share securely with Birdie:
API Token;
Data Center URL (This data center is visible in your Qualtrics URL. E.g., https://iad1.qualtrics.com).
💡 Key Rotation Best Practices:
Rotate your API token regularly (at least once per year).
Consider migrating to OAuth Authentication, which provides automatic token expiry and reduces downtime risks.