Medallia Integration

Medallia Data Integration — Customer Experience Analytics

Connect Medallia in 5 minutes. Your AI agent extracts NPS, CSAT, CES, survey responses, and sentiment analysis across every customer touchpoint — then correlates with cross-channel insights from 1,000+ sources.

SOC 2 Type II

1,000+ Data Sources

Any Warehouse or BI Tool

Improvado Agent

Connected to Medallia

What's our average NPS for enterprise customers who completed onboarding in Q1?

NPS: 68, based on 1,247 responses. CSAT average: 4.2/5. Top detractor theme: integration complexity (mentioned in 34% of negative feedback).

Create a report comparing NPS by customer segment and flag accounts below 50 for outreach.

Done — flagged 23 enterprise accounts with NPS under 50. Report exported with sentiment analysis and session URLs for root cause review.

Trusted by data-driven teams

1,000+

Integrations

200+

Medallia Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

What your AI agent extracts from Medallia

Your agent reads survey data, customer feedback signals, Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), sentiment analysis, digital experience data, session interactions, and review data. It surfaces real-time customer insights, feedback patterns, journey touchpoints, and custom customer value metrics across all feedback channels.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Medallia API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Medallia through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Complete Experience Data Coverage

Improvado pulls survey data, customer feedback signals, Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), sentiment analysis, digital experience data, session interactions, and review data from Medallia. We capture real-time customer insights, feedback patterns, journey touchpoints, and custom customer value metrics across all feedback channels.

Medallia API · API key authentication · 15-min sync · real-time feedback streaming

Schema Overview

Data objects and fields Improvado extracts from Medallia

Object	Fields
SurveyResponses	response_id survey_id customer_id question_text answer_text sentiment_score response_date
NPSMetrics	account_id nps_score promoter_count detractor_count passive_count survey_date segment
FeedbackSignals	signal_id customer_id touchpoint sentiment feedback_text session_url created_at
DigitalExperience	session_id customer_id page_views interactions journey_stage experience_score
CustomerMetrics	customer_id csat_score ces_score nps_score feedback_count last_survey_date

How it works

From connection to autonomous action in three steps

Connect

Connect: Authenticate with Medallia API keys in under 10 minutes. Improvado validates credentials and begins syncing survey programs, feedback channels, and historical responses.

Ask

Query: Ask your agent natural language questions like "Which customer segments have declining CSAT?" and it surfaces NPS trends, sentiment patterns, and feedback themes with session-level detail.

Act

Act: Your agent triggers surveys, routes negative feedback to service teams, updates customer records in your CRM, and syncs sentiment data across integrated platforms — all logged in audit trails.

Use Cases

What teams ask their AI agent about Medallia

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

What's our NPS trend for mobile app users over the last 90 days, broken down by customer segment?

Your AI agent analyzes Medallia data and delivers actionable insights — automatically, in seconds.

3 hrs → 10 min

Improvado Agent Cross-channel

Compare CSAT scores from Medallia surveys with conversion rates from Google Analytics for the checkout flow.

Your AI agent analyzes Medallia data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

Flag all survey responses with negative sentiment from enterprise customers and create Salesforce cases.

Your AI agent analyzes Medallia data and delivers actionable insights — automatically, in seconds.

5 hrs → 15 min

AI Agent Access

Your agent doesn't just read Medallia — it acts on customer signals.

Read

Read: Survey responses, NPS, CSAT, CES, sentiment analysis, customer feedback signals, digital experience data, session interactions, review data, and custom customer value metrics across all touchpoints.

Write

Write: Trigger survey deployments, route feedback to service teams, update customer records, flag detractors, create support cases, and sync sentiment data to CRM and marketing automation platforms.

Monitor

Monitor: Track NPS trends, CSAT changes, sentiment shifts, survey response rates, feedback volume by channel, and customer effort scores with real-time alerts for detractor spikes or experience degradation.

Claude, ChatGPT, and Cursor can trigger surveys, route feedback to service teams, update customer records, and sync sentiment data to your CRM or marketing automation platforms. Every action — from flagging detractors to enriching customer profiles — is logged with timestamps, user attribution, and approval workflows for complete governance and audit trails.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Medallia

You

Show me NPS trend for mobile app users over the last 90 days by customer segment

NPS by Customer Segment

Segment	Response Count	NPS Score
Enterprise Accounts	1,247 responses	+62
Mid-Market	2,893 responses	+48
SMB Active	4,156 responses	+34
Trial Users	1,829 responses	+12
Freemium	3,672 responses	-8

13,797 responses · avg +30 NPS · 90-day mobile app

You

Create Salesforce cases for all Enterprise responses with negative sentiment and NPS below 20

Support cases created

Flagged 43 enterprise detractors · assigned to CSM team

Destinations

Send Medallia data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC

SOC 2 Type II Audited data management

HIPAA Healthcare compliance

GDPR EU data protection

CCPA California privacy

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Medallia as one of 1,000+ integrated sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total integrations	1,000+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	● Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Write, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Medallia?

Improvado connects to Medallia via its flexible APIs using secure API key authentication. Setup takes approximately 10–15 minutes: you provide your Medallia credentials, select the survey programs and feedback channels to sync, and Improvado begins pulling historical data. The connector supports backfill of survey responses, NPS scores, and customer feedback signals from your specified start date.

What Medallia data does Improvado pull?

Improvado extracts survey responses, Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), sentiment analysis, customer feedback signals, digital experience data, session interactions, review data, and custom customer value metrics. Each record includes survey questions and answers, feedback sentiment, customer journey touchpoints, and session-level metadata. The connector captures data across all configured feedback channels and survey programs.

How often does Medallia data refresh?

Medallia data syncs in near-real-time, with Improvado polling for new survey responses and feedback signals every 15–30 minutes by default. You can configure sync frequency based on your reporting needs, from hourly updates to continuous streaming for time-sensitive customer experience monitoring. Manual refresh triggers are available in the Improvado dashboard, and the platform maintains real-time CX data pipelines for immediate insights.

Can the AI agent write data back to Medallia?

Yes. Your AI agent can trigger survey deployments, update customer feedback records, route responses to service teams, and sync sentiment data to integrated platforms via Medallia's APIs. Every write action is logged with user attribution, timestamp, and approval status in Improvado's audit trail. Role-based access controls and approval workflows ensure governance over survey triggers, feedback routing, and customer record updates.

Is Medallia data secure with Improvado?

Yes. Improvado is SOC 2 Type II certified, HIPAA-compliant, and GDPR-ready. All Medallia credentials are stored in encrypted vaults and never exposed to end users or AI agents. Data in transit is encrypted via TLS 1.2+, and data at rest uses AES-256 encryption. Customer feedback and survey responses are processed in isolated tenants with role-based access controls, ensuring sensitive customer experience data remains secure and compliant.

How does Medallia connect with other platforms in Improvado?

Improvado maps Medallia survey data, NPS scores, and sentiment analysis to its Common Data Model, enabling seamless joins with CRM data from Salesforce, digital analytics from Google Analytics, support tickets from ServiceNow, and marketing campaigns from Adobe. Your AI agent can correlate CSAT scores with conversion funnels, link detractor feedback to churn risk, and analyze how customer sentiment impacts revenue across 1,000+ integrated sources.

Customer stories See all customer stories →

"Improvado saves about 90 hours per week and allows us to focus on data analysis."

Jeff Lee Head of Social, Media Buy, Influencer & Marketing Data at ASUS

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"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."

Marc Cerniglio Insights & Automation Manager at Chacka Marketing

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