Where Your Members Shop: Exporting Account Data (2)

Screen ID: 

Screen Title: 

Panel Number:

PEXP2-02

Exporting Data

6364

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Access this screen by selecting "Member account numbers for Member Connect" on the entry Export Account Data screen.   (This version of the export screen is available when you use the Where Your Members Shop Dashboard.)

Enter a filename and press Enter to create the file.  Thefile generated will be stored in QUERYxx, where xx is your 2-character CUID.

With this option, the system gathers account numbers for all of the members in the analysis tool (not just the ones on the screen, but the entire list) and creates a database file that is ready to be used by Member Connect tools. This lets you communicate instantly with these members via email and It’s Me 247 online banking messages, set up a marketing outreach via mailing labels and selective statement inserts, and track the responses via a telemarketing Tracker.

  • This file will contain account base only.

  • Duplicate account bases will automatically be eliminated, so if the same membership appears more than once in the analysis list, it will appear only once in the resulting database file.

Append to Data Already in File Option

If you enter a filename that was previously used, additional selections will appear.  You can either

  • Change the file name to save the data as with a different filename.

  • Select "Replace the data in this file with my new data" to overwrite the existing data in the file.

  • Select "Append (add) this data to the data already in the file" to add the data in the file to the existing contents of the file.  NOTE:  The data must be merchant to merchant or member to member.  If the data is of a different type, say merchant adding to a member file, the data will be overridden as with the "Replace" option.

 See Exporting Account Data for information on exporting for use with Report Builder (Query)