About data extracts

Consolidating data from multiple sources is a critical and often complex process. Clients can leverage Data Extracts to retrieve key data from Beeline Professional and feed it into their third-party systems to create customized reports, invoices, and more.

As a Beeline Professional administrator, you can schedule data extracts to be exported at defined intervals. Data extracts can be retrieved from an SFTP folder to ensure data is available for integration when required.

By integrating data extracts into your third-party systems and applications, you promote a seamless flow of information across your organization and facilitate data processing or analysis. You can also access previous extracts and view information about them in Professional.

Frequent and consistent exports ensure that the most up-to-date information is available, reducing the risk of working with outdated or inaccurate data. As data volumes grow in the system database, a batch extraction method handles increased data loads, reduces discrepancies and errors, and leads to higher data integrity. Batch extracts allow for the creation of historical datasets, which can be used for trend analysis and long-term planning.

Currently, these Data Extracts are available in Professional:

Headcount
Finance

Setting up data extracts

To request Data Extracts for your Professional site, contact your Client Services representative.

Scheduling exports

After Data Extracts are set up for your site, build a schedule for each data extract type that you’re setting up. From the left navigation menu, go to the Data Extracts hub and select Schedule Export.

Figure 1. Scheduling data extracts

Your first data extract includes any new data from when it was set up for your site and until the first export completes. Subsequent data extracts include new data added after the previous extract completed.

Headcount data extracts

Headcount data extracts provide a comprehensive view of contingent worker procurement data, facilitating operational efficiency and better decision-making. These fields are included:

Table 1. Headcount extracts fields
Field	Data type	Example value
Engagement Status	`string`	ONBOARDED
Person ID	`string`	P0a86fa0d-d250-4e81-b8bc-84085d90188c
Company Worker ID	`numeric`	21339
Contract Type	`string`	NON_EMPLOYEE
Job Title	`string`	Director, Field Sales
Worker Classification	`string`	Contractor
Tenure Start Date	`date`	01/01/23
Job Family Group Reference ID	`string`	Finance
Business Site Reference ID)	`string`	Budapest

The date format in your data extract will match the one you’ve set up in your tenant. You can change the date and time format for your tenant in Settings Tenant Configuration Date and Time.

Finance data extracts

Finance data extracts provide a list of approved timesheets and corrections that include these fields:

Table 2. Finance extracts fields
Field	Data type	Example value
Company Name	`string`	Global Modern Services
Company Code	`string`	Global_Modern_Services_AB_Sweden
Supplier Name	`string`	Anton Supplier
Supplier Code	`string`	Anton_Supplier
Engagement ID (Assignment ID)	`string`	AN_ID-00001
Engagement Start Date	`date`	1/1/2024
Engagement End Date	`date`	31/21/2025
Engagement Cost Center	`string`	41100_Benefits
Contractor Last Name (Worker Name)	`string`	Sample
Contractor First Name (Worker Name)	`string`	Contractor
Contractor ID	`string`	A_WORKER_ID_4463
Hiring Manager Name	`string`	Maria Manager
Hiring Manager ID	`string`	21006
Client Bill Rate (Engagement Bill Rate)	`numeric`	101
Currency Code (Rate Currency)	`string`	USD
Timesheet ID	`numeric`	29277
Timesheet Start Date	`date`	4/3/2024
Timesheet End Date	`date`	10/3/2024
Timesheet Approved Date	`date`	10/6/2024
Timesheet Approver Name	`string`	John Approver
Time In	`time`	08:00
Time Out	`time`	16:00
Units	`numeric`	8
Amount Value	`numeric`	808
Expense ID	`numeric`	2967
Expense Approved Date	`date`	10/6/2024
Statement Date	`date`	10/6/2024
Timesheet Week Ending Date	`date`	10/10/2024
Workday	`date`	4/3/2024
Unit of Measure	`string`	HOURLY
Timesheet Submit Date	`date`	20/03/2024
Earning Code	`string`	pay_rate
Time System Cost Center	`string`	41100_Benefits
Financial Record Type	`string`	TIMESHEET
Financial Product Type	`string`	DEBIT
Line Sequence	`numeric`	1
<Your Custom Field>	Can be `string`, `numeric`, or `date`	<Your Custom Field Value>

If you have set up custom fields for your engagements, they are included as separate columns in your financial extract.