Profile and Delegate Extract

Profile Extract_Training Video.mp4Delegate Extract_Training Video.mp4

To download above documents:

Click on desired document to open it. Then, click on the cloud symbol in the top right corner of your screen to download, save, or print.
Click on the video above to see full demonstration.

Overview

User Profile and Delegate Extracts are a great resource for maintaining user profiles and delegate associations. You can extract as little information or as much information as needed from a user’s account, such as frequent flier memberships to a full user extract, or to determine what delegates are assigned to current user accounts.

Benefits and Need to Know

	Benefits and Need to Know
Benefits	Pull partial or full extracts. Pull separate delegate extract.
Need To Know	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.

User Profile Extract

Task

Process and Helpful Hint

Extract User 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.

On the Profile tab, select Extract Profiles.

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

Select each field to be extracted, as in the below example:

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
Select membershipSet

Under Job Options.
- Enter Job Description, such as ff membership.
Select Submit.

The Extract Activity logs will appear.

You can select the Refresh button until the extract is complete and download link appears.

Recovering User Profile Extract

Extracts will be housed in Deem, if you would like to come back to pull the report at a later date you can take the following steps.

On the Profiles tab, select Extract Activity Logs.

Select Download to the fare right of the file you would like to download.

Delegate Extract

Task

Process and Helpful Hint

Extract Delegate/User Association

Allows for the ability to pull an extract showing user-delegate associations.

On the Profile tab, select Extract Profiles.

Extract Type: Select User-Delegate Relationships from the drop-down menu.
Job Description: Name whatever you would like, such as Delegate Extract.
Select Submit.

The Extract Activity logs will appear.

You can select the Refresh button until the extract is complete and download link appears.

Recovering Delegate/User Association Extract