If a UI user would like to have a survey transferred to a Qualtrics user outside of our organization, there are a couple of methods for doing so depending on your specific situation.

If the survey is currently collecting responses and/or they need the survey URL to remain the same:
IMPORTANT: Do not continue with any of the additional options listed below. Instead, you will need to contact the ITS Help Desk and ask if they can submit a survey transfer request with Qualtrics on your behalf.  Please include the following information in your request:

• Your UI Hawk ID (e.g., jdoe)
• The name of your survey to transfer as it appears in your Qualtrics account
• The Qualtrics username and email address of the user at the outside institution (so we know where to transfer the survey to)

Please note: Qualtrics Support has a timeframe of approximately 2-3 weeks for this process.

If the survey is NOT collecting responses and you do NOT need the existing survey URL to remain the same:
You can complete either of the following options to manually transfer the survey and survey data to the other user. 

Option 1: Collaborate and Copy :

1. The UI survey owner will use the Collaborate feature in Qualtrics to share the survey with the non-UI user .
2. Have the non-UI user make a copy of the survey once the survey has been shared with them.
3. Have the non-UI user export the data from the shared survey and then import the data into the newly copied survey.
4. The UI user can then delete the original survey from their account if it is no longer needed after confirming with the non-UI user that they have created the copy and imported the data.   
    

Option 2: Export and Import survey & data

1. Export the survey as a QSF file from the UI user's Qualtrics account.
2. Export the survey data from the UI user's Qualtrics account.
3. Send the survey and data files to the non-UI user (upload to OneDrive, email the files, etc.).
4. Have the non-UI user import the QSF file.
5. Have the non-UI user import the survey data into the survey.

Related Content: To transfer surveys to a user within the UI, please see the following ITS Support Article.