Medallia integration

Connect TheyDo to Medallia to bring experience data into your journeys. Once connected, you can sync CSAT, CES, and NPS metrics from Medallia — and use Medallia survey responses for AI insight mining in Data Hub.

The Medallia integration is available on the Management and Strategic plans.

Before you start

Before connecting TheyDo to Medallia, your Medallia instance must have Experience Programs set up.

  • If you already have Experience Programs: you're ready to connect — no extra Medallia setup needed.
  • If you have legacy survey programs not linked to an Experience Program: complete the Experience Programs setup in Medallia first.

For setup support, contact your Medallia admin or servicing team.

Resources:

Step 1: Create a custom role in Medallia

  1. Log in to your Medallia Experience Cloud instance.
  2. Go to Company > Roles.
  3. Select Create a new role and enter:
    • Role Name: TheyDo Integration API Access
    • Description: Role for API access to support the TheyDo integration.
    • Timezone: Etc/GMT UTC+00
  4. Under Member Capabilities, enable Query API.
  5. Click Save.

Step 2: Generate OAuth credentials

Create an AppID account:

  1. Go to Integrations > OAuth and open the AppID Accounts tab.
  2. Select Create a new AppID account and enter:
    • Account Name: theydo_medallia_yourcompany (e.g., theydo_medallia_acme)
    • Account Type: Custom
    • Enabled: checked
    • Role: TheyDo Integration API Access
  3. Click Save.

Create an OAuth client:

  1. Open the Clients tab and select Create a new client.
  2. Fill in:
    • Client ID (Name): theydo_medallia_integration
    • Description: OAuth client for connecting Medallia to TheyDo.
    • Confidential: checked
    • Issue Refresh Token: checked
    • Grants: Client Credentials Grant (for backend services)
    • Client Subject: the AppID account you just created
  3. Click Save, then confirm to Generate new client secret.
  4. Copy the Client Secret immediately — it may only be shown once.

Step 3: Gather the remaining connection details

You'll need three more values from your Medallia environment:

Domain: From your Medallia reporting URL — e.g., if your URL is https://instance.medallia.com/acme, the domain is instance.medallia.com.

Tenant Name: The last segment of your reporting URL — e.g., acme.

API Host URL: Go to Integrations > Public APIs Setup and copy the Public APIs Hostname.

Step 4: Connect Medallia in TheyDo

  1. Go to Settings > Integrations in TheyDo.
  2. Open the Medallia tile and select Enable, then Authorize.
  3. Enter all required fields:
    • Domain
    • Tenant Name
    • API Host URL
    • Client ID
    • Client Secret
  4. Select Connect.

Once connected, you're ready to create Medallia metrics and use survey data in Data Hub.

Connection reference

Value Where to find it
Domain Medallia reporting URL (before the company path)
Tenant Name Last segment of the reporting URL
API Host URL Integrations > Public APIs Setup
Client ID OAuth > Clients
Client Secret Generated during client setup — copy immediately