Customer Relationship Management (CRM)

Modified on: Wed, 18 Dec, 2024 at 8:15 AM

Applies to:          Stayntouch PMS          

Customer Relationship Management (CRM)


REVINATE

  • Make sure to Synchronize Historical Data (6 months) before the current date. Also synchronize 6 months after. Only do 30 months at a time. Do not overlap days. We only do 2-year historical data for setup.
    • Do less if they went live recently.




GMS

  • Access the GMS configuration from Settings > Integrations > Customer Relationship Management > GMS.





  • PMS HOTEL CODE: Property code from TravelClick
  • CUSTOMER NAME: Hotel name
    • NOTE: Must not have spaces
  • PROPERTY NAME: Property code from TravelClick
  • FEATURE SETTINGS:
    • ENABLE MEMBERSHIP PROGRAM: No
    • STAY INFO AFTER CHECK OUT: No
    • INCLUDE ROUTED CHARGES IN STAY INFO: Yes
    • STAY INFO REVENUE: Grouped
  • When completing a resync, select all: RESERVATION, RATE, RESTRICTION, GROUP, STAYINFO
  • Only do 1 resync for a week first and confirm TravelClick received it. Then you can proceed with 365 days.
  • TravelClick will ask for a historical resync 3 years back. Complete a resync only for however long the hotel is open/live. You can find this on the property sheet.
    • We only do historical for 2 years.
  • Refer to Harborside Hotel if any questions; all properties will be the same.
  • NOTE: If the property code is longer than 10 characters, Amadeus may need to truncate on their end. Marina Del Rey didn’t work until they fixed it. We do NOT truncate.
  • Search this in Kibana: “Zdirect Request (XML)” and MARINADELREY and OTA_HotelResNotifRQ



  • Example of us sending the message and them acknowledging: https://stayntouch.kb.us-east-1.aws.found.io:9243/app/discover#/?_g=(filters:!(),refreshInterval:(pause:!t,value:0),time:(from:'2022-01-24T19:10:26.600Z',to:'2022-01-24T19:10:26.700Z'))&_a=(columns:!(_source),filters:!(),index:'73edd860-b38d-11eb-ad28-9d8adc76237c',interval:auto,query:(language:kuery,query:%224ee8e829-0916-4ae0-ae5e-af39d4b1c1c4%22),sort:!(!('@timestamp',desc)))
    • In this case, we are sending the reservation message (OTA_HotelResNotifRQ) upon reservation creation and subsequent reservation updates. They acknowledge receipt in their response (OTA_HotelResNotifRS).
    • This is how it works for any CRM, as they do not modify the reservation. All they do is get PMS data and acknowledge receipt. Both times will process within the same milliseconds.
    • Zdirect Response (XML): <OTA_HotelResNotifRS xmlns="http://www.opentravel.org/OTA/2003/05" Version="1.0" TimeStamp="2022-01-24T14:10:24.423-05:00" EchoToken="4ee8e829-0916-4ae0-ae5e-af39d4b1c1c4"><Success/></OTA_HotelResNotifRS>
    • Zdirect Request (XML): <OTA_HotelResNotifRQ TimeStamp="2022-01-24T19:10:24+00:00" Target="Production" EchoToken="4ee8e829-0916-4ae0-ae5e-af39d4b1c1c4" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.opentravel.org/OTA/2003/05" xsi:schemaLocation="http://www.opentravel.org/OTA/2003/05 OTA_HotelResNotifRQ.xsd" Version="1" ResStatus="Commit"><POS><Source><RequestorID Type="22" ID="PMS"></RequestorID><BookingChannel Primary="true" Type="4"></BookingChannel></Source></POS><HotelReservations><HotelReservation CreatorID="PMS" CreateDateTime="2022-01-24T19:08:42Z" ResStatus="Reserved"><UniqueID Type="10" ID="151870"></UniqueID><RoomStays><RoomStay MarketCode="ASSOCIATION"><RatePlans><RatePlan RatePlanCode="SNR"><RatePlanInclusions TaxInclusive="false"></RatePlanInclusions></RatePlan></RatePlans><RoomRates><RoomRate RoomTypeCode="K1" RatePlanCode="SNR" NumberOfUnits="1"><Rates><Rate RateTimeUnit="Day" EffectiveDate="2022-01-25" ExpireDate="2022-01-26" UnitMultiplier="1"><Base CurrencyCode="USD" AmountBeforeTax="228.0"><Taxes Amount="32.38" CurrencyCode="USD"></Taxes></Base></Rate></Rates></RoomRate></RoomRates><GuestCounts IsPerRoom="true"><GuestCount AgeQualifyingCode="10" Count="2"></GuestCount></GuestCounts><TimeSpan Start="2022-01-25" End="2022-01-26"></TimeSpan><Total CurrencyCode="USD" AmountBeforeTax="228.0"><Taxes Amount="32.38" CurrencyCode="USD"></Taxes></Total><BasicPropertyInfo HotelCode="MARINADELREY"></BasicPropertyInfo><ResGuestRPHs><ResGuestRPH RPH="1"></ResGuestRPH></ResGuestRPHs></RoomStay></RoomStays><ResGlobalInfo><HotelReservationIDs><HotelReservationID ResID_Source="PMS" ResID_Type="10" ResID_Value="151870" ForGuest="true"></HotelReservationID><HotelReservationID ResID_Source="CRS" ResID_Type="14" ResID_Value="L7XTTYXHED" ForGuest="true"></HotelReservationID><HotelReservationID ResID_Source="RMS" ResID_Type="14" ResID_Value="151870" ForGuest="true"></HotelReservationID></HotelReservationIDs><DepositPayments><GuaranteePayment><AcceptedPayments></AcceptedPayments><AmountPercent Amount="0" CurrencyCode=""></AmountPercent><Deadline AbsoluteDeadline=""></Deadline></GuaranteePayment></DepositPayments></ResGlobalInfo><ResGuests><ResGuest PrimaryIndicator="true"><Profiles ResGuestRPH="1" PrimaryIndicator="true"><ProfileInfo><UniqueID Type="1" ID="113177496" ID_Context="pms"><CompanyName CodeContext="hotel" Code="MARINADELREY"></CompanyName></UniqueID><Profile ProfileType="1"><Customer><PersonName><GivenName>Mark</GivenName><Surname>Gardner</Surname></PersonName><Telephone PhoneTechType="1" PhoneNumber="6619787600" FormattedInd="false" DefaultInd="false"></Telephone><Email>mgardner@protoolservices.com</Email><Address Type="1"><AddressLine>5915 Oasis Ave.</AddressLine><CityName>Bakersfield</CityName><PostalCode>93307</PostalCode><StateProv StateCode="CA"></StateProv><CountryName Code="US"></CountryName></Address></Customer></Profile></ProfileInfo></Profiles></ResGuest></ResGuests></HotelReservation><TPA_Extensions><TransactionType></TransactionType></TPA_Extensions></HotelReservations></OTA_HotelResNotifRQ>

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