Importing Data

Preparing Template Data Files

  1. From the side menu select Toolbox, select System Setup then Import Data.

  2. Click Download Templates to download a templates.zip file to your workstation.

  3. Open the ZIP file and extract the CSV files to a folder.

  4. Navigate to the folder, open and prepare the CSV file data based on the templates requirements.

    Note:

    Each data file created must have a maximum file size of 10MB; you can upload and import multiple files per data type. Uniquely name each file; example: Account01.csv and Accounts02.csv.

Uploading and Validating Data Files

  1. From the side menu select Toolbox, select System Setup then Import Data.

  2. Enter or select the property to which you want to import data and click Import Data.

  3. Click Add Data Types (Objects) to Import and specify the number of files you have to upload for each data type.

  4. For each data type click Select/Upload File.

    1. Click Choose File and select the CSV file from the file system, click Open to select.

    2. Click OK.

  5. Repeat for each data type and file to upload.

    Note:

    Once the first file is uploaded successfully you have 14 days to complete the import cycle. You can always Save and Close the existing import cycle during the 14 day time frame and come back later and make changes. If you don’t initiate the Import Validated Data into OPERA Cloud within the 14 days’ time frame, all the existing files and any references to the files will be removed.

  6. Once all the files are uploaded successfully, click Validate Data to validate the data against the property configuration, column widths and Primary-Foreign key relationships.

    Note:

    Any unused rows must be removed for the validate action to be enabled.  All the upload files status must indicate success state for the validate action to be enabled.

Validation Errors

  1. Any validation failures will generate an error file for each uploaded file; you can download the error file by clicking on the error file name link or click the Vertical Ellipse and select Download Error File.

  2. Review the [template]_errrors.csv file. 

    • Each error record in the file will have Unique_Id_Column and a column called ERROR_MESSAGE with the Error description (includes the column name, value and error message for ex: res_rate_code--profroma-reservation Rate Code is not configured in OPERA Cloud), res_source_code--ref--source_code is not configured in OPERA Cloud), res_room_type--stdx--reservation Room Type is not configured in OPERA Cloud, res_room_type_charge--stdx--reservation Room Type Charge is not configured in OPERA Cloud).

  3. Correct the errors in the data CSV file uploaded and save changes to file.

  4. From the vertical ellipse, click Remove Uploaded File, click OK to confirm.

  5. Re-upload the corrected data CSV file, click Select/Upload File.

  6. Re-validate the data, click Validate Data.

Cancelling Upload and Validation Process

You can cancel the import process anytime during the 14 day time frame prior to initiating the import of validated data by clicking Cancel Import Process to remove all uploaded files and references to the current import cycle.

Importing Validated Data

Once all files are validated successfully you can import the data.

  1. Click Import Validated Data.

  2. Click Import Validated Data to confirm.

  3. A Data Import Overview page provides details about the import progress.

  4. Once import is complete, click Close to return to the import data screen.

  5. Click OK to confirm.

    Note:

    This will remove all uploaded files and references to the current import cycle.

Parent topic: Data Import