> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caplena.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Survey & CX Platforms
> Connect Qualtrics, Medallia, SurveyMonkey, Intercom, Salesforce, Zendesk and more for automatic daily sync
Connect your survey or CX platforms directly to Caplena to import feedback automatically. These integrations use authenticated API access to pull new responses daily, so you can 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.
Log in to your Caplena account. Navigate to **Account Settings → Integrations**. Select **Brandwatch** from the available options.
[Here](/settings-administration/general-settings-overview) you can find more info on the Settings page
Click **Add Account** and 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
Click **Add Integration** to authorize.
Go to **Projects → Import Data → Brandwatch**. Choose the account and specific survey you'd like to import.
## Qualtrics
Log in to your Caplena account. Navigate to **Account Settings → Integrations → Qualtrics**.
[Here](/settings-administration/general-settings-overview) you can find more info on the Settings page
Create an OAuth client in Qualtrics following the [official guide](https://api.qualtrics.com/). You'll receive a **Client ID** and **Client Secret**. Required scopes: `read:users`, `read:surveys`, `read:survey_responses`.
Click **Add Account** and complete:
* **Connection Name** – A custom label (e.g. "Client A – Q Feedback")
* **Client ID** – From your Qualtrics OAuth setup
* **Client Secret** – From your Qualtrics OAuth setup
* **Datacenter** – Found in Account Settings → Qualtrics IDs → User
Click **Add Integration**. Then go to **Projects → Import Data → Qualtrics** and select the desired account and survey.
## Medallia
Log in to your Caplena account. Navigate to **Account Settings → Integrations → Medallia**.
[Here](/settings-administration/general-settings-overview) you can find more info on the Settings page
Click **Add Integration** and complete:
* **Connection Name** – e.g. `Medallia_NPS_Q4_2025`
* **Client ID** – Provided by your Medallia administrator
* **Client Secret** – A secure key that works with your Client ID
* **Token URL** – e.g. `https://login.medallia.com/oauth/token`
* **Query** – The specific API endpoint to retrieve your feedback data
If unsure about any values, contact your Medallia administrator.
Click **Add Integration**. Then go to **Projects → Import Data → Medallia** and select the account.
## QuestionPro
Generate your API key using [QuestionPro's instructions](https://www.questionpro.com/help/customer-experience/generate-api-key-in-cx.html). Find your User/Customer ID under **My Account → Partner License**.
Go to **Settings → Integrations → Add Integration → QuestionPro**. Fill in:
* **Connection name** – Any name to help you recognize the integration
* **API key** – Paste the API key you generated
* **User ID** – Paste your QuestionPro Customer ID
* **Environment** – Choose Production unless using a sandbox
Click **Add Integration**.
## SurveyMonkey
Go to the [SurveyMonkey Developer Portal](https://developer.surveymonkey.com/apps/). Click **Create App**, give it a name (e.g. "Caplena Integration"), and choose **Private App**.
Open the app settings and under **Scopes**, enable at minimum the required read scopes.
In the app menu, go to **Credentials → Generate Access Token**. Copy the token — you'll need it in Caplena.
Go to **Integrations → SurveyMonkey**, paste the Access Token, and save.
## Google Cloud Storage (GCS)
Connect a file stored in GCS so your project refreshes automatically overnight.
Complete the following in Google Cloud:
* [Create a bucket](https://cloud.google.com/storage/docs/creating-buckets)
* [Create a Service Account and JSON Key](https://cloud.google.com/iam/docs/service-accounts-create)
* [Grant the Service Account access to your bucket](https://cloud.google.com/storage/docs/access-control/using-iam-permissions)
* Copy your file's GCS URI (e.g. `gs://your-bucket-name/path/to/file.csv`)
Supported formats: `.csv` and `.parquet`. Your file must include an identifier column and a date column.
Go to **Integrations → Add Integration → Google Storage File (GStorageFile)**. Fill in:
* **Connection name** – Any name to help you recognize this connection
* **Credentials** – Paste the entire JSON content of your service account key (do not upload a file — paste the JSON text)
Click **Add Integration**.
* **Account** – Select the integration you just created
* **File URL** – Paste your `gs://` file URI
* **Identifier column name** – The column that uniquely identifies each row (e.g. `id`, `response_id`)
* **Date column name** – The date/timestamp column used to detect new data (e.g. `created_at`)
* **Source name** (optional) – A label that will appear in your project
## Decipher
In your Decipher account, open the user menu (top right) → **API Access → Create API key**.
Navigate to **Account Settings → Integrations → Decipher**. Click **Add Account** and fill in:
* **Connection name** – e.g. "Decipher – US Surveys"
* **Decipher API key** – Paste the key generated above
* **Query URL** – Your Decipher instance URL
Click **Add Integration**.
Go to **Projects → Import Data → Decipher** and choose the survey to import.
## Intercom
Navigate to **Account Settings → Integrations → Intercom**. Click **Add Account** and fill in:
* **Connection name** – e.g. "Intercom Production"
* **Access token** – From your [Intercom Developer Hub](https://developers.intercom.com/)
* **Region** – US (`api.intercom.io`), EU (`api.eu.intercom.io`), or AU (`api.au.intercom.io`)
Click **Add Integration**.
Go to **Projects → Import Data → Intercom**. Choose your Account and Survey type.
Configure optional settings:
* Initial import limit, start/end date
* Conversation state (open, closed, snoozed)
* Source type (Conversation, Email, WhatsApp, etc.)
* Tag IDs
Enable **Synchronize data sources** for automatic daily sync. Click **Continue**.
## Salesforce
Connect Salesforce to import survey responses into Caplena for analysis. Caplena authenticates through the OAuth **Client Credentials Flow**, which runs as a dedicated API-only user. Setting this up requires a few steps inside Salesforce before you add the connection in Caplena.
The Salesforce setup UI is dense and changes between editions. We recommend having a Salesforce administrator complete the steps below, as they require permission to create users, permission sets, and connected apps.
In Salesforce, go to **Setup → Users → Permission Sets** and create a new permission set.\\
* Under **System Permissions**, enable **API Only User** and **API Enabled**.
* Under **Apps → Object Settings**, open **Surveys** and **Survey Responses** and enable **Read**, **View All Records**, and **View All Fields** for each.
Go to **Setup → Users → Users** and create a new user.\\
* **User License:** Salesforce
* **Profile:** Minimum Access - Salesforce
* **Permission Set Assignments:** assign the permission set created in the previous step.
Go to **Setup → Apps → App Manager → New External Client App**.
* Under **API (Enable OAuth Settings)**, check **Enable OAuth**.
* **Callback URL:** any value works and is not used by this flow (e.g. `https://localhost`).
* **OAuth Scopes:** add **Manage user data via APIs (api)**.
* Under **Flow Enablement**, check **Enable Client Credentials Flow**, then click **Create**.
* Open the app's **Policies → OAuth Flows and External Client App Enhancements**, check **Enable Client Credentials Flow**, and set the **Run As** user to the API-only user created in the previous step.
* Open **Settings → OAuth Settings** and copy the **Consumer Key** and **Consumer Secret** — you'll need these in Caplena.
Log in to your Caplena account. Navigate to **Account Settings → Integrations** and select **Salesforce**.
[Here](/settings-administration/general-settings-overview) you can find more info on the Settings page.
Click **Add Account** and fill in:\
\\
* **Connection name** – e.g. "Salesforce Production"
* **Client ID** – The Consumer Key from your External Client App
* **Client Secret** – The Consumer Secret from your External Client App
* **Instance URL** – Your Salesforce instance URL (e.g. `https://yourorg.salesforce.com`)
Click **Add Integration**. Once connected, Salesforce appears in your list of integrations.
Go to **Projects → Import Data → Salesforce**. Choose your connected **Account** and optionally filter responses by **Status**:
* Completed
* In Progress
* Started
* Partially Completed
Leave the filter empty to import all responses. Enable **Synchronize data sources** for automatic daily sync.
## Zendesk
Import and analyze Zendesk ticket data and CSAT responses directly in Caplena.
Before connecting to Caplena, create an OAuth client in your Zendesk account. Follow the [official Zendesk documentation](https://developer.zendesk.com/documentation/live-chat/getting-started/auth/) and use these settings:
* **Redirect URL** – `https://api.caplena.com/api/ui/integrations/zendesk/oauth/callback`
* **Client kind** – Confidential
Copy your **Client Secret** during setup — Zendesk will not display it again once you leave the page.
Log in to your Caplena account. Navigate to **Account Settings → Integrations**. In the top-right section, select **Zendesk**.
[Here](/settings-administration/general-settings-overview) you can find more info on the Settings page.
Click **Add Account** and fill in:
* **Connection name** – e.g. "Zendesk Production"
* **Client ID** – The "Identifier" from your OAuth setup in Zendesk
* **Client secret** – The secret copied during OAuth setup
* **Company subdomain** – e.g. `yourcompany` for `yourcompany.zendesk.com`
Click **Add Integration**. You'll be redirected to Zendesk — approve the read-only permissions. Once done, Zendesk appears in your connected integrations list.
Go to **Projects → Import Data → Zendesk**. Choose your connected **Account** and the **data type** to import (tickets or CSAT responses).
## Frequently asked questions
**What happens if I delete columns in Caplena?** The data from Medallia or Qualtrics that corresponded to those columns will no longer sync. Synchronization continues, but without updating the removed columns.
**What happens if I add new columns manually in Caplena?** New columns added manually 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 your source platform will not be included automatically. They won't appear in Caplena unless the query used in the integration is updated accordingly.