Preparing the Car Service Mobile Profile Upload

Owned by Becca Cook (Unlicensed)
Last updated: Jul 11, 2023 by Malissa Olofernes

In order to provide profile data to Deem, you need to prepare the profile data, which you extracted from your reservation or profile management system, to conform to the upload file format. The upload file format is set inside a Microsoft Excel template.

Note: Prepare a separate profile upload file for each corporate entity. For example, for three unique corporate entities, provide three separate upload files.

Preparing the User Profile Upload File

Note: Each unique corporate entity must have a Deem Car Service (formerly Saturn) account ID to ensure that the appropriate rates appear for each mobile user. Please provide the Deem Car Service (formerly Saturn) account ID for each corporate entity. If you do not have a specific ID, Deem will create one for you.

Follow these steps to create a comma-separated values (CSV) upload file:

  1. Download the Excel template file.
    Click the thumbnail image below, and then click the Download icon in the row of icons in the upper right corner of the presentation view:

        

  2. Use Excel to save the template as a new worksheet.
  3. Review the order of the columns in the new worksheet. Each user profile is a row of the worksheet, and each column is a data field in the profile:


     
  4. Use Excel to enter the information for each user profile into the new worksheet:
    1. Start entering data on row 11. Each row is a single user.
    2. Remove rows 1-8 and 10, leaving only row 9 as a heading row.
    3. Be sure to enter information in the required fields, as described in the next section "Entering the User Profile Fields".

  5. After editing the rows and columns in Excel, save the "Active Sheet" (the worksheet) as a CSV file.
    Note: If you already have a CSV file extracted from your reservation or profile management system, you can edit that CSV file to reformat the data fields to conform exactly to the same column order as the template, and save that version as your upload file. The template's format in a CSV looks like this:

    CSV Format 
    externalID,userInfo.userName,userInfo.firstName,userInfo.lastName,userInfo.email,userInfo.workPhone.number,userInfo.workPhone.extension,userInfo.mobilePhone.number,userInfo.companyName,userInfo.address.street1,userInfo.address.aptSuite,userInfo.address.city,userInfo.address.stateProvince,userInfo.address.postalCode,userInfo.homeAddress.street1,userInfo.homeAddress.aptSuite,userInfo.homeAddress.city,userInfo.homeAddress.stateProvince,userInfo.homeAddress.postalCode,userInfo.homeEmail,userInfo.homePhone.number
  6. Send the CSV upload file to Deem.

Entering the User Profile Fields

The first five fields are required for each user:

  • Unique external ID (externalID): The externalID is a user identifier, such as an employee ID or abbreviated name (such as "jsmith"), that must be unique for each user. It must be alphanumeric without spaces. The maximum number of characters is 100.
  • Unique username (userInfo.userName): This attribute is the user's login name, which must be unique for each user. It must be alphanumeric without spaces or special characters (exceptions: "." or "-" or "_"). The maximum number of characters is 100.
  • First name (userInfo.firstName): This is the user's first name. It must be alphanumeric (spaces are allowed). The maximum number of characters is 35.
  • Last name (userInfo.lastName): This is the user's last name. It must be alphanumeric (spaces are allowed). The maximum number of characters is 35.
  • Unique email address (userInfo.email): This is the user's email address. It must follow proper email format (for example, jsmith@corp.com) and be unique for each user. The maximum number of characters is 100.

All other fields are optional. Please refer to the instructions and descriptions in the template.