Opera CSV report email integration

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

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 Email. 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

image of the reports menu entry

Click on NEW

image of the new button

Complete the fields with the information shown below and then click on Customize

example of report configuration

Select Import

image of the import button

Select the file 'zingleexport.osr' and then click on upload

image of the upload button

Click OK to save the report

image of the OK button

The report is now available to configure in the report scheduler

Go to Miscellaneous>Reports Scheduler

image of the reports scheduler entry

Click on NEW

image of the new button

Search for the Medallia Concierge Report

Select File Format > Delimited Data

Select Delimiter > enter a comma (,)

Click OK

example report configuration

Repeat section > Minutes > Enter in the frequency ​This is the frequency that Opera will send the report to Concierge (Obtain the frequency from your Medallia Concierge trainer, typically set for every 30 minutes)

Select the server that generates the reports

Click OK

example report configuration

Click on FILE

image of the file button

Click CLOSE

image of the close button

Select Distribution List > Edit

image of the edit button

In the Value section enter in Concierge and for the file extension enter csv

image of the value field

Select Distribution List > New

image of the new button

Enter in the email address obtained from your Medallia Concierge trainer Click OK

example report configuration

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.

image of the set data button

From Arrival Date: Select Report Date > Enter -7 days > Click OK

image of the OK button

To Arrival Date: Select Report Date > Enter +3 days > Click OK

image of the OK button

You will now see the Report Date in the Value column

example of a report date

Test sending the report from Opera to Medallia Concierge

Select the Medallia Concierge report > Click on 'Run Now' > Click 'Yes' to send the report

image of the run now button

Confirm with your Medallia Concierge trainer that Medallia Concierge received the file successfully

Click here to learn more about how to setup the Opera CSV in Medallia Concierge.

That's it! It's easy to set up your Opera CSV integration with Medallia Concierge.