Importing Data to OPERA Cloud (Video Transcript)
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In this video, I will demonstrate importing data to a fully configured OPERA Cloud property.
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The files imported must match the current OPERA Cloud property configuration and you
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can not change the data using the import process.
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You can use the import data option to import the following data types: Guest and Contact
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Profiles, Sales Accounts, Sales Activities, Account and Contact relationships, future
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reservations, catering events, Blocks including the Room/Rate Grid for current and future blocks.
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Now, let's take a look at how to import data into OPERA Cloud.
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Click the hamburger menu, and then select Toolbox.
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Select System Setup, and then click Import Data.
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Click Download Templates, and then click ok to download and save the templates.zip file.
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The zip file contains CSV templates for each data type and a readme file with prerequisites,
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requirements, and instructions on how to import the files.
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Open the ZIP file and extract the files.
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Now, I can see CSV template files for each data type and the readme.txt file.
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Next, I can click on and open the readme.txt to review the file names, requirements, prerequisites,
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the mandatory columns for each CSV file, and the instructions for importing the files.
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For example, each data file created must not exceed the maximum file size of 10MB and you
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can upload and import multiple files per data type.
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Now, let's go back to OPERA Cloud to continue the data import process.
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The property I am logged into displays or I can click the magnifying glass to select
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another property.
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And then click import data.
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Now, click add data types to import.
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Next, enter the number of files to upload for each data type.
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In this example, I enter 1 account, 1 profile, 1 relationship, and 3 reservation data type
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files.
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And then click add.
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This process adds 6 rows, one for each file.
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Next, I click select/upload file to upload the accounts file.
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Now, I navigate to the file and then click open to select the file.
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And then click ok.
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Now, I can see the file uploaded successfully,
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After the first file uploads, I can click the save and close option, and then anyone
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assigned with the import data task can continue and complete the import process within the
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next 14 days.
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I can remove unused rows by clicking the vertical ellipsis and then selecting remove unused row.
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Next, I click select/upload file and browse for the rest of the CSV files for each data
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type and then click ok.
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Once all the files are uploaded successfully, click validate data.
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If any errors are generated I can click on the link to view the details or I can click
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the vertical ellipsis to download the error log file.
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Next, I save the file and click ok.
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The CSV error file contains a unique identifier and the error message description.
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Now, I can fix the error and re-upload the corrected file.
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First, remove the existing file with the error by clicking the vertical ellipsis and then
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select remove uploaded file.
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Click ok.
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Once the file is removed, I can re-upload the file with the corrections.
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Click on validate data again.
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Now, I can see all the files are successfully validated.
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And then click on import validated data.
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And then click on import data into opera.
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This imports the data to opera cloud.
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I can see the import is successful.
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You can view the import log for 14 days.
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including the file name, import status, the date and the user name.
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Now, I click on close import.
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Click ok to continue.
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Now, let's take a look at the import logs in the changes log for opera cloud.
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Click on the main hamburger menu, and then click Opera cloud to go back to the application.
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Go to Miscellaneous, and then click changes log.
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Next, from the group drop-down list select Miscellaneous.
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And then from the action type drop-down menu select import data.
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I can change the dates if needed, and then click search.
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Now, I can see the list of actions for my user including the date, time, action type,
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and description.