XM Directory has replaced the legacy Contacts functionality and, to ensure that your organization can take advantage of the new features and performance improvements associated with XM Directory, we will automatically migrate you over to the new platform!
Timeline
We are planning to migrate your brand beginning the week of 23-May-2022. Since the migration will happen in the background, you will not experience any associated downtime. But before the migration occurs, we wanted to make you aware of the upcoming changes and allow you to ask clarifying questions as needed.
Notable Changes To Be Aware Of:
- “Consolidating duplicate contacts” in a mailing list is now available under the List Options drop down.
- If you are adding contacts from a survey, please review these instructions to learn how to accomplish this same task in XM Directory.
- The XM Directory trims white space at the end or the beginning of the embedded data field name.
- Note: In order to prevent duplicate embedded data after the migration, we will replace white space with double underscores. For example, a brand that has two embedded data fields named “Age” and “ Age”. After the migration, “Age” and “__Age” will be displayed as two distinct embedded data fields in the directory for the brand. Instructions for merging/consolidating duplicate embedded data fields can be found on our support page.
- The new backend continues to support exporting contacts into CSV and TSV format, but XML and HTML formats are not supported.
- If Data Isolation is enabled for your brand, data in XM Directory will be encrypted after the migration is finished. Data Isolation has many benefits, but does result in some limitations on searching data in XM Directory. You can learn more by visiting this support page.
What action do I need to take?
This migration will occur in the background, so there is no direct action that you need to take in the platform to prepare. However, we do recommend that you review the support pages associated with the XM Directory and begin to familiarize yourself with the new UI and features.
What if I have questions?
If you would like an overview of the new XM Directory functionality, please visit Getting Started with XM Directory. If you have a specific question about this migration, please visit our Migrating from Contacts to XM Directory support page. It’s also always worth checking with other users for an answer on the XM Community. But if you’d prefer to speak with a specialist, our Support Team is always ready to assist. To contact them, please log into your Support Portal.
Regards,
The Qualtrics XM Directory Team