---
title: "Qualtrics: Health Score Service Integration"
slug: "health-score-service-integration-with-qualtrics"
updated: 2026-02-24T11:37:31Z
published: 2026-02-24T11:37:31Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Qualtrics: Health Score Service Integration

SysTrack integrates with Qualtrics, a leading platform for user sentiment analysis, so that you can use SysTrack device health scores in Qualtrics.

To use the integration, complete the configuration steps from the following sections in SysTrack and in Qualtrics.

> [!NOTE]
> **NOTE**: This health score integration requires an SFTP server for which SysTrack must have write access and Qualtrics must have read, write, list, and delete access.

## Configure the Integration in SysTrack

Open SysTrack Configure, and follow these steps:

1. In the left menu under **SysTrack Settings**, select **Integrations**.
2. Select **Other Integrations**.
3. Select the lock so that you can edit the page.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics20.png)
4. Next to **Qualtrics**, select the edit button. A dialog box with four fields appears.

> [!TIP]
> **TIP**: For these four fields, you need details about your SFTP server.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics21.png)

> [!NOTE]
> **NOTE**: This Health Score Service Integration with Qualtrics uses these Qualtrics settings in SysTrack Configure. The [Operational Pulse Integration with Qualtrics](/documentation/docs/operational-pulse-integration-with-qualtrics) does not use these settings.
5. In the **SFTP URL** field, enter the SFTP URL of your SFTP server.
6. In the **Port** field, enter the port of your SFTP server.
7. In the **Username** field, enter the Username for your SFTP server.
8. In the **SSH Key** field, enter the SSH key of your SFTP server.

Make sure your configuration in Qualtrics (explained in the following sections) is complete so that your integration can work.

## Configure a Project and Workflow in Qualtrics

In Qualtrics, complete the configuration pieces explained in the following three sections.

### Configure a Qualtrics Imported Data Project

You need to have a correctly configured Imported Data Project in Qualtrics, as explained in these steps:

1. Sign in to Qualtrics and view your home page.
2. Select the Home menu, and select **Projects**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics22.png)
3. On the Projects page, select the **Create Project** button.
4. On the **Create a project** page, select **Imported Data**, and then select the **Get Started** button.

> [!NOTE]
> **NOTE**: Your Qualtrics user must have the **Use Imported Data Projects** permission enabled.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics24.png)
5. In the **Project Name** field, name your project (for example, SysTrack Health Score).
6. Under **Choose a method to upload data to Qualtrics**, select **Paste data**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics25.png)
7. In the **Paste data** text box, paste the following data:

`UniqueIdentifier,HealthScore,Date`

> [!TIP]
> **TIP**: Alternatively, you could put this same data into a CSV file, and then use the Qualtrics **Upload from a file** option to upload the CSV file.
8. Select **Next**.
9. On the **Configure your fields** page, select a **Field type** for each of the three fields:
  - Unique Identifier: Select **Text set**.
  - Health Score: Select **Numeric value**.
  - Date: Select **Text set**.
10. Select **Finish**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics005.png)
11. Select **Finish**.

Your Imported Data Project is complete, and you can proceed to configuring your workflow in Qualtrics.

### Configure a Qualtrics Workflow

After you create the imported data project, you create a workflow in that project.

1. In your imported data project, select the **Workflows** tab.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics26.png)
2. Select the **Create a Workflow** button, and select the **Extract, transform, and load (ETL) data** option. The **Started at a Specific Time** dialog box appears.
3. In the **Frequency** field, select **Hourly**.
4. For **Time Zone**, **Starts**, and **Ends**, select the options you prefer.
5. Select **Save**.

Now you have a workflow that you can continue to configure:

1. On the Workflow editor tab, select **Data source (ETL extractor)**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics27.png)
2. In the **Select an extension that matches what you want to do** dialog box, select the **Extract data from SFTP files** option. The **Extract data from SFTP files** dialog box appears.
3. Select the **Add a user account** button.
4. Add the following information for the user account that you want to connect:
  - In the **Name** field, add the name for the user who will extract the data from the SFTP server.
  - In the **Hostname** and **Port** fields, add the host name and port for your SFTP server.
  - In the **Authentication method** field, select **SSH key**.
  - In the **Username** field, add the user name for the user who will extract the data from the SFTP server.
  - If you want to use a new SSH Key for the extraction, select **Generate SSH keypair**.

> [!NOTE]
> **NOTE**: If you already have your SSH keypair, select **Provide a private key** and enter the key there.
  - In the **SSH key** field that appears, enter the key you generated or the key you already had.
5. Select the **Connect account** button.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics28.png)

The **Choose account** page of the **Extract data from SFTP files** dialog box appears.
6. Select the Account that you created in the previous steps, and select **Next**. The **Create a connection between your SFTP server and Qualtrics** page of the **Extract data from SFTP files** dialog box appears.
7. In the **File name pattern** field, enter **Qualtrics_**.

> [!WARNING]
> **IMPORTANT**: The file name pattern must be exactly **Qualtrics_** in order for the integration to work.
8. In the **Pickup directory** field, enter **healthscore**.

> [!WARNING]
> **IMPORTANT**: The pickup directory must be exactly **healthscore** (all lowercase) in order for the integration to work.
9. In the **Delimiter** field, select **Comma**.
10. Select the radio button for **Delete the processed file (default)**.
11. Under **Upload a sample file**, select the **Choose file** button, and select **Upload** to upload a CSV file of sample data. The CSV file that you upload must include the following data:

`Day of the Year,System ID,System Name,Health Score,Email`
12. After your file uploads, the **Verify fields** section appears. Verify that your fields are correct, and select **Save**.

Qualtrics returns you to the Workflow editor tab.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics27.png)
13. Select **Data destination (ETL loader)**. The **Select an extension that matches what you want to do** dialog box appears.
14. Select **Load into a data project**. The **Load into a data project** page appears.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics30.png)
15. In the **Choose a source from the tasks you've already configured in this workflow** field, select **T1 Extract Data from SFTP Files**.
16. Select the **Use an existing project** radio button.
17. In the **Data project** field, select the data project that you just created. The **Map data** page appears.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/qualtrics29.png)
18. Map each source field to a data project field for your data. Then select **Save**.
19. Qualtrics returns you to the **Workflow editor** tab.
20. Toggle the **Turn the workflow on** toggle to On, and select **Yes** in the **Are you sure?** box that appears.

Your integration is now complete.

> [!WARNING]
> **IMPORTANT**: SysTrack's Visualizer updates your data through this integration every 24 hours. Therefore, after you first create the integration, wait 24 hours so that Visualizer has time to do its initial import of your data. Then, you will see data from SysTrack populating your fields, and your data will be refreshed on that 24-hour cycle.

### View Your SysTrack Data in a Qualtrics Data Table

After you first create the integration, wait 24 hours so that SysTrack's Visualizer has time to do its initial import of your data. Then you can follow these steps to see data from SysTrack populate your fields:

1. In Qualtrics, go to the **Data & Analysis** tab.
2. In the **Data Table**, you see:
  - Your users under **UniqueIdentifier**.
  - Their health scores under **HealthScore**.
  - The date of the health score under **Date**.
  - The date that the health score was imported to Qualtrics under **Recorded Date**.

### View Your SysTrack Data in a Qualtrics Dashboard

To see your data in a Qualtrics dashboard, see the [Qualtrics documentation](https://www.qualtrics.com/support/employee-experience/creating-ee-project/dashboards-tab/adding-removing-an-ee-dashboard/) about creating and configuring dashboards.

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