What’s happening?
This update is related to the upcoming migration from Qualtrics’s legacy contacts platform to XM Directory Lite during Spring Break 23. The current contact database platform will be replaced with more modern technology, that ensure our organization can take advantage of performance improvements associated with XM Directory in the future.

Please note, our license does not include all of the available features described on our support pages for, including a centralized directory, so this change will be largely on the backend. It will result in some small UI modifications and the following notable changes:

• “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.
o 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.

• 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 and there is no associated downtime, so there is no direct action that you need to take in the platform to prepare. However, we want you to be aware of the upcoming changes, and we want to minimize the impact of UI changes to the end users. Therefore, the migration will take place during OSU’s Spring Break.

What if I have questions?
If you have further questions about the migration or XM Directory functionality, please review our support pages or reach out to our Support Team, who’s always ready to assist. To contact them, please log into your Support Portal.