If you use Opera for your PMS, you can integrate with Medallia Concierge to automatically synchronize contact and reservation data with Medallia Concierge.
To integrate Opera with Medallia Concierge, you will need to setup a report to send to Medallia Concierge via SFTP. The report will send automatically by using the Opera Report Scheduler.
Prerequisites
Medallia Concierge's Opera CSV integration is compatible with Opera version 5.5 and 5.6
The Opera user will need permissions to access the report configuration and edit capabilities in the report scheduler.
Obtain custom Opera report (osr file) from the Medallia Concierge trainer and Save the osr file to a folder on the local pc
How to set up the integration
Go to Opera Configuration > Report Setup > Reports
Click on NEW
Complete the fields with the information shown below and then click on Customize
Select Import
Select the file ‘zingleexport.osr’ and then click on upload
Click OK to save the report
The next step is to setup the SFTP in the Opera configuration.
Go to Opera Configuration>Property>Delivery Method>General> Select the SFTP Tab> Click on NEW
Enter in the Destination Name "ZINGLE - SFTP
Enter in the Description Name "Medallia Concierge"
Click OK
Select the "Medallia Concierge" destination and click on Config
Obtain the following information from the Medallia Concierge trainer and enter it as shown below.
Enter in the Host/URL/Port 22
Enter in the User ID and Password
Enter in the Target Directory
Click on Validate > Confirm you see a VERIFIED message from Opera stating the SFTP connection is successful.
The report is now available to configure in the report scheduler
Go to Miscellaneous>Report Scheduler
Click on NEW
Search for the Medallia Concierge Report
Select File Format > Delimited Data
Select Delimiter > enter a comma (,)
Click OK
Repeat section > Minutes > Enter in the frequency
This is the frequency that Opera will send the report to Medallia Concierge (Obtain the frequency from your Medallia Concierge trainer, typically set for every 30 minutes)
Select the server that generates the reports
Click OK
Click on FILE
Click CLOSE
Select Distribution List > Edit
In the Value section enter in Medallia Concierge and for the file extension enter csv
Select Distribution List > New
Select SFTP
Select Value "Medallia Concierge-SFTP"
Click OK
Select Parameters and click on Set Date (Do this for the From and To Arrival Date)
*From Arrival Date: Set to -10 days From Arrival (Standard setup)
*To Arrival Date: Set to +7 days
Setup based on how many days prior to send ‘Pre-Arrival Zing’
The TO and FROM dates above are best practice but may be adjusted to accommodate various setups in Medallia Concierge.
From Arrival Date: Select Report Date > Enter -7 days > Click OK
To Arrival Date: Select Report Date > Enter +3 days > Click OK
You will now see the Report Date in the Value column
Test sending the report from Opera to Medallia Concierge
Select the Medallia Concierge report > Click on ‘Run Now’ > Click ‘Yes' to send the report
Confirm with your Medallia Concierge trainer that Medallia Concierge received the file successfully
Click here to learn more about how to setup CSV via SFTP in Medallia Concierge
That’s it! It’s easy to set up your Opera CSV integration with Medallia Concierge.