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Opera CSV Report SFTP Integration
Opera CSV Report SFTP Integration

This article describes how to setup an integration with Opera by utilizing a custom CSV report

Updated over a year ago

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.

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