Background

In order to be compliant with the CCPA/GDPR, an option is implemented in the Integration / Import Definitions feature to remove all member data and furthermore delete all other related data referencing the member’s data (associated activities, events, etc).

Self-service clients can perform this task as the need arises. Full service clients can request deletions from their Services team if they prefer.

Please note, for more details on Import Definitions, please check Online Help which includes a link to a training video on the Cheetah Learning portal.

Step by Step Guide

Step 1: From the EDP or Loyalty home screen, select the table Persons or Members
depending on the version of your account.

Step 2: Always use Column Headers to help with finding any possible errors afterwards.

Step 3: Select the Action Delete Records in the Action Settings tab. Here you can select one of the key member identifiers such as Integration Id, Member ID or email address (even if using an email address is not recommended). If you do not see the Action Delete Records, please contact Global Support.

Troubleshooting

1. The Import shows Status Failed
By clicking on the red circle with the “i”, a pop-up will show up with a message explaining the error. The most typical error is “Missing headers in file”.

2. Not all the records are successfully deleted
By clicking on the “arrow down”-icon (Download Files) you will be able to export a file with the import result. In most cases, the deletion process skips some members because they don’t exist on the platform.

3. Deletion is processing extremely slowly or it is taking a long time to be completed.
Depending on the size of the imported file, it could take a few minutes (approx 15 minutes) to process it. If the import is still processing after refreshing the job history (upper right corner of the screenshot), please contact Global Support.

Please note, many components are shared across different databases and this is a complex process. For example, synchronization of MySQL child tables (around 50 tables), HBase tables (members, activity, events, etc), and also Hive tables.