Connected Accounts

Connect your survey or CX platforms directly to Caplena to import feedback automatically.
Connected accounts use authenticated API access to pull new responses daily, allowing you to analyze open-ended feedback without manual exports.

Brandwatch

Our Brandwatch integration allows you to seamlessly import social media query results directly into Caplena for analysis.

Follow the steps below to set up your integration:

Step 1: Open Integrations Settings

Log in to your Caplena account.
Navigate to Account Settings > Integrations.
Select Brandwatch from the available options.

Here you can find more info on the Settings page

Step 2: Add Your Brandwatch Account

Click Add Account.
Fill in the following fields:
- Connection name – Give your connection a unique name.
- Username – Your Brandwatch username.
- Password – Your Brandwatch password.
- Project name – You can find this in your Brandwatch account.

Step 3: Connect the Account

Once all fields are filled out, click Add Integration to authorize the integration.

Step 4: Import Brandwatch Data into Caplena

Go to your Projects dashboard in Caplena.
Click Import Data.
Select Brandwatch from the integration list.
Choose the Brandwatch account and specific survey you'd like to import.

Qualtrics

Integrating Qualtrics with Caplena allows you to seamlessly analyze open-ended responses from your Qualtrics surveys.

Follow the steps below to set up your connection:

Step 1: Access Integration Settings

Log in to your Caplena account.
Navigate to Account Settings.
Scroll to the bottom and click on Integrations.
In the top-right section, select Qualtrics.

Here you can find more info on the Settings page

Step 2: Set Up OAuth in Qualtrics (Required)

To enable the connection, you’ll need to create an OAuth client in your Qualtrics account.

Follow this official guide:
Qualtrics OAuth Setup – API Docs

You’ll receive:

Client ID
Client Secret

Required scopes (set during setup):

read:users
read:surveys
read:survey_responses

Step 3: Fill in Connection Details

Click Add Account and complete the required fields:

Connection Name
A custom label to identify this connection (e.g. "Client A – Q Feedback")
Client ID
From your Qualtrics OAuth setup
Client Secret
Also from the OAuth setup
Datacenter
You’ll find this in your Qualtrics account under:
Account Settings → Qualtrics IDs → User

You can find more info on the Qualtrics Help Center

Step 4: Connect the Account

Once all fields are filled in, click Add Integration to finalize the setup. You’ll now see Qualtrics listed under your connected accounts.

Step 5: Import Your Survey Data

In Caplena, go to Projects.
Click Import Data or New Project.
Choose Qualtrics from your list of connected integrations.
Select the desired account and survey you wish to import.

Medallia

Integrating Medallia with Caplena allows you to automatically import and analyze open-ended feedback from your Medallia surveys.

Follow the steps below to set up your connection:

Step 1: Access Integration Settings

Log in to your Caplena account.
Navigate to Account Settings.
Scroll to the bottom and click on Integrations.
In the top-right section, select Medallia.

Here you can find more info on the Settings page

Step 2: Fill in Connection Details

Click Add Integration and complete the following fields:

Connection Name
Choose a label to identify your Medallia connection (e.g. Medallia_NPS_Q4_2025). This is for your reference in Caplena.
Client ID
Provided by your Medallia administrator or developer portal. Used for API authentication.
Client Secret
A secure key that works with your Client ID to authorize the connection.
Token URL
The authentication endpoint for your Medallia environment (e.g., https://login.medallia.com/oauth/token). If unsure, please check with your Medallia admin.
Query
This is the specific API endpoint or request used to retrieve your feedback data. The exact structure will depend on your Medallia setup.

If you’re not sure where to find any of these values, please reach out to your Medallia contact or administrator.

Step 3: Connect the Account

Once all fields are filled in, click Add Integration to finalize the setup. You’ll now see Medallia listed under your connected accounts.

Step 4: Import Your Survey Data

Go to Projects in Caplena.
Click Import Data or New Project.
Choose Medallia from your list of connected integrations.
Select the account and define which data to import using your predefined query.

Frequently Asked Questions (Medallia & Qualtrics)

What happens if I delete columns in Caplena?

If you delete columns in Caplena, the data from Medallia or Qualtrics that corresponded to those columns will no longer sync. The synchronization will continue, but without updating those removed columns.

What happens if I add new columns in Caplena?

New columns added manually in Caplena will not be filled by Medallia or Qualtrics syncs. They will remain empty unless populated manually.

What happens if I add new columns in Medallia or Qualtrics?

New columns added in Medallia or Qualtrics will not be included automatically in the sync. They will not appear in Caplena unless the query used in the integration is updated accordingly.

QuestionPro

If you’re using QuestionPro to collect survey responses and want them to flow directly into Caplena for analysis, you can set up a simple webhook.
Once connected, every new response will appear in Caplena automatically, fully mapped and ready for analysis.

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Before You Start: What You Need From QuestionPro

To connect QuestionPro to Caplena, two things are required:

1) Your QuestionPro API Key

You can generate it using QuestionPro’s instructions:
https://www.questionpro.com/help/customer-experience/generate-api-key-in-cx.html

2) Your User/Customer ID

You’ll find this in My Account → Partner License, as shown below.

Once you have your QuestionPro API key and User ID, you need to add them inside Caplena.

Where to go:

Settings → Integrations → Add Integration → QuestionPro

You will see a window like this:

Fill in the following fields:

Connection name: Any name to help you recognize the integration (e.g., “QPro Customer Feedback”).
API key: Paste the API key you generated in QuestionPro.
User ID: Paste your QuestionPro Customer ID (shown in “Partner License”).
Environment: Choose Production unless you are using a sandbox account.

Finally, click Add Integration. Your QuestionPro account is now securely connected to Caplena. You can start creating a project to import your data automatically.

Survey Monkey

You can integrate SurveyMonkey with Caplena to automatically import responses into your project.
Follow the steps below to set up the connection.

Create an App in SurveyMonkey

Go to the SurveyMonkey Developer Portal:
https://developer.surveymonkey.com/apps/
Click Create App.
Give your app a name (e.g., Caplena Integration).
Choose Private App unless you specifically need a public version.