Using Profile Lookup from an External System (Video Transcript)

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In this video, you will learn how to  lookup a profile in an external system

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and then download the profile to OPERA Cloud. You can use this option when another system

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manages the profile data and  integrates with OPERA Cloud.  

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Let's get started. To lookup a profile go to Client Relations,

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Profiles, and then select Manage Profile. Next enter the guest's name, select the

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external system from the Lookup Profile  drop-down list, and then click search.

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Now, I see the tabs at the top of the search  results, each tab represents an integrated

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external system. Click the tab to view

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the profiles from the external system. The number of profiles returned from the external

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system displays as a number on the tab. In this example, on the last tab I see the

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number one next to the external system name. Scroll to the right to view more details.

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In this example, I click the vertical ellipse and  then select the option to download the profile.

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Downloading the profile adds  the profile to OPERA Cloud.

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Now, I see the profile in OPERA Cloud.