Export User Data

Overview

This procedure explains how to export all the data associated with an individual user. This allows you to respond to user requests for this information. 

Before You Begin

• Log into PRM Admin as an internal or licensed user.
• Ensure that all relevant Profiles have been set to downloadable.

How to Export User Data

Use these steps to extract the data you hold on an individual user.

1. Accounts > Target Lists.
2. Select New Selection.
3. Create a Target list with the user you wish to export the data for.
4. From Zift PRM Admin, navigate to Accounts > Export Data.
5. In the Export Data Screen, provide an audit reference and a purpose for the export.
6. Highlight the appropriate Target list in the selection window. You can scroll on this list to see additional Target list options.
7. Click Continue.
8. In the Export Summary Screen, set the following options:
   1. Selection(s): Select which category of data you would like included in the output.
   2. Flag(s): Select which Profiles to include the attribute values for. Only Profiles that you are permitted to download will be included.
   3. Address format: Select how the addresses should be formatted in the output.
   4. Other Options: Select from the list of other options available.
9. Click Do Export.

Zift PRM will generate a Microsoft Excel spreadsheet and download it automatically. The export includes a row for each person included in the selection. A column is included for each selected Profile, whether or not any of the users have data in that attribute.