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nameProfile and Delegate Extract.pdf

Overview

Learn how to pull and profile or delegate extract

Table of Contents
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Benefits & Limitations

Benefits

Benefits

  • Pull partial or full extracts

  • Pull separate delegate extract

Limitation

  • Secured data such as credit card will be encrypted

  • When pulling extract of vendors, you are unable to pull a specific vendor, will need to clean up the file and remove those you do not need

  • Unable to pull an extract of a specific individual, will need to pull all profiles and filter out all others

Profile Extract

Task

Process / Helpful Hint

Extract Profile

Allows for the ability to pull a full extract, or narrow the extract down to specific profile elements.  Example below will be that of requesting air frequent flier data associated to all profiles.

  • Log into the Deem Dashboard and access the client’s site

  • Click on the Profile tab

  • Click on Extract Profiles

  • Filters - To customize the extract click on the top checked box, which will uncheck all boxes.

    • select each field to be extracted

      • ExternalID

      • Domain

      • AccountStatus

      • EmployeeStatus

      • UserName

      • FirstName

      • LastName

      • Email

  • If you are looking for only the air frequent flier programs

    • Move to the bottom of the box and select ServicePreferences to expand

    • Expand AirlinePreferences

    • Click on membershipSet

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  • Under Job Options

    • Enter Job Description

      • Note: Name whatever you want, such as FF Membership

  • Click on Submit

  • The Extract Activity logs will appear, you can click on the Refresh button until the completion and download is available

Recovering Extract

  • Extracts will be housed in Deem, if you would like to come back to pull the report.

    • Click on Profiles tab

    • Click on Extract Activity Logs

Delegate Extract

Task

Process / Helpful Hint

Extract

Allows access to pull an extract of all delegates and what accounts they are associated with

  • Log into the Deem Dashboard and access the client’s site

  • Click on the Profile tab

  • Click on Extract Profiles

  • Extract Type: Change to User-Delegate  Relationships

  • Job Description: Name whatever you would like, in this case will be naming: Delegate Extract

  • Click Submit

Recovering Extract

  • Extracts will be housed in Deem, if you would like to come back to pull the report.

    • Click on Profiles tab

    • Click on Extract Activity Logs