Configuring Interface Rules

Prerequisites for Configuring Interface Rules

Interface rules determine whether particular flex field (UDF) data should be updated during data transmission with an external system and are defined globally for Stay, Reservations and Profiles per profile type.

Adding Interface Rules

1. From the Exchange menu, select Interface Setup, then select Interface Rules.

2. Click New and complete the following:

   1. Interface: Select an interface from the list.

   2. Rule Type: Select Stay, Reservations or Profiles from the list.

      1. Select a Profile Type is Profile is selected for Rule Type.

   3. Display Name: Enter the display name of the UDF flex field in OPERA Cloud.

   4. OPERA Cloud Central Column: Select a UDF flex field from the list.

   5. External Column: Enter UDF field name which is received from the external system.

   6. External Table: Enter the table for the UDF field.

      1. For Stay enter "STAY_RECORDS"

      2. For Reservations enter "RESERVATION_NAME"

      3. For Profiles enter "NAME"

   7. To OPERA Cloud Central: Select a rule for data received from the external system.

      1. Always: external data will always overwrite OPERA Cloud data for this field.

         1. A profile's membership details will not be overwritten; but rather appended to.

         2. For the Last Name data element, the settings defaults to Always and cannot be changed.

      2. Never – external data will never overwrite OPERA Cloud data for this field, nor will it be displayed in match & merge . If Never is set for a field that is used as match criteria, the value is not considered in possible matches.

      3. When Blank – external system data will update OPERA Cloud data if this field is blank in the OPERA Cloud profile.

   8. To External System: Select a rule for data sent to the external system.

      1. Always – OPERA Cloud data will always be sent to the external system for this field

      2. Never – OPERA Cloud data will never be sent to the external system for this field.

3. Click Save.

Editing Interface Rules

1. From the Exchange menu, select Interface Setup then select Interface Rules.

2. Enter search criteria, then click Search.

3. Select an interface rule in the search result, then click the vertical ellipsis Actions menu and select Edit.

   1. Update the configuration.

   2. Inactive: Select check box to inactivate the rule.

4. Click Save.

Deleting Interface Rules

1. From the Exchange menu, select Interface Setup then select Interface Rules.

2. Enter search criteria, then click Search.

3. Select an interface rule in the search result, then click the vertical ellipsis Actions menu and select Delete.

4. Click Delete to confirm.