If you use Roommaster for your PMS, you can integrate with Medallia Concierge to automatically synchronize contact and reservation data with Medallia Concierge.
To integrate Roommaster with Medallia Concierge, you will need to setup a report to send to Medallia Concierge via SFTP. The report will send automatically during the night audit process.
How to set up the integration
Open RoomMaster
Select Reports > Custom reports
Right click to ‘add a new report’
Enter report title: “Medallia Concierge_Hotel_Name”
Run Report: Before day end close
External Reports: Embedded SQL Report
Copy/paste in the SQL report text (below)
SELECT CAST (NULL AS VARCHAR) AS 'Profile ID', CAST (RESERVE.CONFNUM AS VARCHAR) AS 'Confirmation Num', NULL AS 'Folio Num', RESERVE.LASTNAME AS 'Last Name', RESERVE.FIRSTNAME AS 'First Name', RESERVE.PHONE1 AS 'Phone Number', RESERVE.PHONE2 AS 'Phone 2', NULL AS 'Room Num', RESERVE.CHECKIN AS 'CheckIn', RESERVE.CHECKOUT AS 'CheckOut', NULL AS 'Entry Date', NULL AS 'Entry Time', RESERVE.ENTRYDATE AS 'Reserved Date', RESERVE.ENTRYTIME AS 'Reserved Time', NULL AS 'Out Date', NULL AS 'Out Time', RESERVE.CXLDATE AS 'Cancel Date', RESERVE.CXLTIME AS 'Cancel Time', CASE WHEN RESERVE.RESERVESTATUS = 'R' THEN 'Reserved' WHEN RESERVE.RESERVESTATUS = 'C' THEN 'Cancelled' END AS 'Status', RESERVE.USER1 AS 'Market Source', RESERVE.USER2 AS 'Repeat Guest', RESERVE.ADULTS AS 'Adults', RESERVE.CHILD AS 'Children' FROM RESERVE WHERE RESERVE.CHECKIN-3 <= '{?@AUDITDATE}' AND RESERVE.CHECKIN > '{?@AUDITDATE}' AND RESERVE.RESERVESTATUS IN ('R', 'C') AND (RESERVE.PHONE1 <> '' OR RESERVE.PHONE2 <> '')UNION ALLSELECT CAST (NULL AS VARCHAR) AS 'Profile ID', CAST (FOLIOHD.CONFNUM AS VARCHAR) AS 'Confirmation Num', CAST (FOLIOHD.NUMBER AS VARCHAR) AS 'Folio Num', FOLIOHD.LASTNAME AS 'Last Name', FOLIOHD.FIRSTNAME AS 'First Name', FOLIOHD.PHONE1 AS 'Phone Number', FOLIOHD.PHONE2 AS 'Phone 2', FOLIOHD.ORIGROOM AS 'Room Num', FOLIOHD.CHECKIN AS 'CheckIn', FOLIOHD.CHECKOUT AS 'CheckOut', FOLIOHD.ENTRYDATE AS 'Entry Date', FOLIOHD.ENTRYTIME AS 'Entry Time', FOLIOHD.RESENTRYDATE AS 'Reserved Date', NULL AS 'Reserved Time', FOLIOHD.OUTDATE AS 'Out Date', FOLIOHD.OUTTIME AS 'Out Time', NULL AS 'Cancel Date', NULL AS 'Cancel Time', CASE WHEN FOLIOHD.ORIGROOM = '*NS' THEN 'No Show' WHEN FOLIOHD.FOLIOSTATUS = 'R' THEN 'In House' WHEN FOLIOHD.FOLIOSTATUS = 'H' THEN 'Checked Out' END AS 'Status', FOLIOHD.USER1 AS 'Market Source', FOLIOHD.USER2 AS 'Repeat Guest', FOLIOHD.ADULTS AS 'Adults', FOLIOHD.CHILD AS 'Children' FROM FOLIOHDWHERE FOLIOHD.FOLIOSTATUS IN ('R', 'H') AND (FOLIOHD.PHONE1 <> '' OR FOLIOHD.PHONE2 <> '') AND FOLIOHD.CHECKOUT >= '{?@AUDITDATE}'ORDER BY 4,5,2,3EXPORT USING 'Medallia Concierge.qwe'8. Click the save icon to save the SQL code on the Roommaster system.
9. Export using the QWE file and use the settings noted below. In this code snippet where it says "OBTAIN FROM ZINGLE," replace that text with the Medallia Concierge-specific SFTP Credentials. You can obtain the SFTP information from your Medallia Concierge trainer.
NOTE: At this point you can engage Roommaster Support to assist with configuring the daily file to send during the Night Audit Routine. If you are using Roommaster Cloud then Roommaster support will need to setup the automation. Provide Roommaster support with the QWE file that you received from the Medallia Concierge installer.
?xml version="1.0" encoding="UTF-8" ?> <IQSQLExportSpecification TimeStamp="2019-05-22T12:36:10-07:00"> <Specification> <EXPORTACTION>S</EXPORTACTION> <EXPORTMODE>C</EXPORTMODE> <EXPORTEMAIL></EXPORTEMAIL> <EXPORTFILENAME>R:\Temp Files\Medallia Concierge_.csv</EXPORTFILENAME> <XMLDATA></XMLDATA> <XMLROW></XMLROW> <CSVDELIM>,</CSVDELIM> <TEXTDELIM>44</TEXTDELIM> <EXPORTFTP>OBTAIN FROM ZINGLE</EXPORTFTP> <EXPORTUSER>OBTAIN FROM ZINGLE</EXPORTUSER> <EXPORTPASSWORD>OBTAIN FROM ZINGLE</EXPORTPASSWORD> <EXPORTDELETE>1</EXPORTDELETE> <EXPORTIGNORENUMERIC>0</EXPORTIGNORENUMERIC> <EXPORTASEMAIL>0</EXPORTASEMAIL> <EXPORTADDDATE>2</EXPORTADDDATE> <IGNORETITLES>0</IGNORETITLES> </Specification> </IQSQLExportSpecification>
Confirm with your Medallia Concierge trainer that Medallia Concierge received the file successfully
Click here to learn more about how to setup the Roommaster CSV in Medallia Concierge
That’s it! It’s easy to set up your Roommaster CSV integration with Medallia Concierge.