Merging Profiles

Prerequisites for Merging Profiles

In the event duplicate profiles are created, you can merge the profiles into a single profile. Start by searching for the profile you want to keep and then select one or more profiles to merge with the main profile. You can then review the resulting profile and choose the attributes including Membership and Accounts Receivables(AR), if any, to retain on the resulting profile. Reservation history, statistics and other profile details are updated accordingly. When the Merge Profile Owners OPERA Control is active, (sales) owners assigned to each profile are combined on the resulting merged profile.

You cannot merge profiles under the following conditions:

  • When the Member Profile Update Restriction OPERA Control is active and reservations exists for a member profile, you cannot merge the profile.

  • Outstanding commissions payable for Travel Agent or Source profile. For more information, see Commissions

  • Travel agent or source profiles with current / future reservations when the Restrict Profile Merge with Current and Future Reservations OPERA Control is active.

  • AR account linked to a profile has unapplied payments, financial transactions or open balance invoice(s). For more information, see Accounts Receivables. (Applicable when the Accounts Receivable OPERA Control is active).

  • Profile is anonymized. For more information, see Profile Anonymization.

  • Different profile types (Example: Agent and Company). For more information, see Converting Sales Account Profile Types. When the Contacts and Merge Contact with Direct Guests OPERA Controls are active, you can merge contacts with direct guests. If a Contact profile is merged with a Guest profile, the resulting profile is a Contact profile.

  • Ownership Records exist for profile. For more information, see Managing Profile Ownership Records and Owner Referrals.

Profile merge activity is tracked in the Changes Log as Profile Group, Merge Profile Activity Type. For more information, see Changes Log.

Note:

You can select a maximum of 20 profiles to merge.

Merging Profiles

  1. From the OPERA Cloud menu, select Client Relations, select Profile, select Manage Profile.

  2. Enter search criteria and click Search.

  3. Select the profile in the search result, click I Want To. . . then Merge Profiles.

  4. On the Merge Profiles page.

    1. The Main Profile is displayed in the left panel.

      Select the profile name to open Profile Presentation in a new browser tab. The profile opens in read-only mode; actions such as I Want To are unavailable.

    2. The Profiles to Merge panel displays all selected profiles to merge with the Main Profile.

      The Main Profile and Profiles to Merge panels display additional details for comparison, including Title, Birthday, visible UDF values, membership details, Preferences, and Keywords. UDFs are identified by their field code, such as UDFC01; property-specific UDF labels are not displayed in Profile Merge.

      Select a profile name in the Main Profile or Profiles to Merge panel to open Profile Presentation in read-only mode.

      1. Click Add Profiles to add one or more profiles to merge with the original.

        1. Enter search criteria then click Search.

        2. In the search result, select one or more profiles then click Select.

      2. Use < and > to scroll between each profile added (Shows Profiles X of Y).

      3. Click Remove Profile to remove the currently displayed profile.

      4. Click Make Main to make the profile displayed in the center panel the main profile.

        After the main profile changes, OPERA clears selections in Review Merge Details. Review the details for the new main profile and select the values to retain before completing the merge. Selections made for the previous main profile are not retained.

    3. In the Review Merge Details panel.

      1. Select the attributes to retain on main profile by selecting the check boxes

      2. Click Merge or click Merge and Goto Profile to edit the profile. 

      Note:

      Displayed record limits

      To keep the Merge Profiles page easy to review, OPERA displays a limited number of records in each panel:

      • Up to 20 membership records.

      • Up to 10 Accounts Receivable, address, communication, preference, keyword, and UDF records.

      For addresses and communications, the first five records are displayed initially. Click Show More to view the remaining displayed records.

      These are display limits only. They do not change the records that can be selected for retention or retained on the resulting merged profile.

Related Topics

Parent topic: Managing Profiles