Opera CSV report SFTP 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 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 5.6The 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 entry

Click on NEW

image of the new button

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

example 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 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

image of the new button

Enter in the Destination Name "ZINGLE - SFTPEnter in the Description Name "Medallia Concierge"Click OK

image of SFTP configuration

Select the "Medallia Concierge" destination and click on ConfigObtain 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 PasswordEnter in the Target DirectoryClick on Validate > Confirm you see a VERIFIED message from Opera stating the SFTP connection is successful.

image of the config button

The report is now available to configure in the report scheduler

Go to Miscellaneous>Report 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 schedule

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

Select SFTPSelect Value "Medallia Concierge-SFTP"Click OK

image of the SFTP radio button

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 date 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 report date configuration

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 modal window

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.​​