Merging Qualtrics Trial Accounts

Why merge accounts?

If you created an account directly from www.qualtrics.com and you now have an UBC Qualtrics account, you will need to merge them. Trial accounts do not have the full survey capabilities that the UBC Qualtrics account will have.


What to be aware of before starting

  • Links from surveys created and distributed in Qualtrics trial account will continue to point to the trial account
    • This means that the results will continue to be recorded in the trial account
    • If you are still collecting results for a moved survey, do not delete it from the trial account
  • If you import a survey into an existing survey (not empty), this will replace the entire survey (replaces not merge) and remove all responses
  • It is recommended that results remain in the Qualtrics trial account until the survey has ended

How to merge accounts

Login to the branded account and accept the merge option.

If you do not get the prompt to merge you have two options:

1) Contact Qualtrics Support at https://www.qualtrics.com/support-center/?Product=survey-platform

or

2) Manually move the files with the instructions below:

NOTE: THIS MOVES (COPIES) THE SURVEY ONLY. RESULTS REMAIN IN QUALTRICS trial ACCOUNT.

  • From your browser, navigate to https://ubc.qualtrics.com
    • If not already done, create a new UBC Qualtrics account
    • Remain logged in
  • Open a new browser window and navigate to http://www.qualtrics.com
  • Log in to your Qualtrics trial account
    • From the My Surveys tab ( trial account), click Edit button for survey to merge
    • Click the Advanced Options drop-down
    • Select Export Survey…
    • Select Save file
      • Saves as a .qsf file format
  • Go to the new UBC Qualtrics account
    • Select the Create Survey tab
    • Create a new survey from Quick Survey Builder
      • Enter Survey name
      • Enter Folder (if applicable)
      • Click Create Survey
    • From the Edit Survey tab, click Advanced Options drop-down
      • Select Import Survey…
      • Browse to locate downloaded survey from trial account
      • Click Import
NOTE: QUALTRICS.COM HAS DETAILED INSTRUCTIONS WITH HELPFUL HINTS FOR EXPORTING AND IMPORTING SURVEYS AVAILABLE AT:
http://www.qualtrics.com/university/researchsuite/advanced-building/advanced-options-drop-down/importing-and-exporting-surveys#importsurvey

What to do with results

REMINDER: BEST TO IMPORT RESULTS AFTER THE SURVEY IS COMPLETE.

  • From your browser, navigate to http://www.qualtrics.com
    • Log in to your Qualtrics trial account
      • Click the View Results tab
      • Select survey to download results
      • Click Download Data button
      • Select options/parameters as desired
      • Select .csv file format
      • Save file
  • Open a new browser window and navigate to https://ubc.qualtrics.com
    • Log in to your UBC Qualtrics account
    • Click the View Results tab, click Responses button
    • Click the Advanced Options drop-down button
    • Select Import Responses
    • Browse for file on your computer
    • Click Import
NOTE: QUALTRICS.COM HAS DETAILED INSTRUCTIONS WITH HELPFUL HINTS FOR EXPORTING AND IMPORTING RESULTS AVAILABLE AT:
http://www.qualtrics.com/university/researchsuite/reporting/responses/import-responses