Optima 2020 Integration Specs

Optima 2020 Integration Specs

• 2 Way Integration

• 1 Way: Sync Room/Rental Information, Future Reservations (Room Allocation, Reservation Dates, Guest Name, Contact Information, Number of Guests)
• 1 Way: Sync Payment for Stay (Total Accommodation) currently not supported
• 1 Way: Sync PMS Notes to Duve
• 2 Way - Basic: Sync Back Contact Information (Email Address & Phone Number) to the contact fields on the Guest Profile
• 2 Way - Basic: Add a Note with the Pre Check-in summary to the Notes section of the PMS
• 2 Way - Full: Sync back Payment for Stay record to the Guest Folio currently not supported
• 2 Way - Full: Upload Guest Documents (E-Signature & ID/Passport Upload) to Guest Profile

• Customer’s Room/Rental Information
  • Rental Name
    • Information may come in incomplete in the first sync
  • Rental Type
  • Room Number
  • Floor
  • Location (Street Address, City, State, Country, Zip Code, Map Coordinates)
    • Information may come in incomplete in the first sync
  • Building Entrance
  • Number of bedrooms
  • Bed types
  • Number of bathrooms
  • Max number of guests
  • Room Size
• Reservation Information
  • Reservation Dates
  • Reservation Number
  • OTA External ID
  • Rental Allocation (or Rental Type allocation)
  • Contact information (Name, Phone Number, email address)
    • Nationality of guest in the PMS identifies what the country of the guest is and therefore the guest language
      • Country by phone is pulled from the country code of the phone number
  • Booking Source
  • Agent
  • Number of adults
  • Notes (General notes, guest notes, checkIn notes)
  • Reservation statuses (from the PMS)
    • Reserved
    • Canceled
    • Checked In
    • Checked Out
  • Guest Payment for Stay
    • Room and Tax for the Guest will show on the Payments section (Paid and Unpaid)
    • No breakdown information
    • For example:

• Updated Guest Contact information
  • Email
  • Phone Number
• Arrival Time
  • ETA (both for Early check in) to custom field
• Summary Note with all Pre Check-in information that was filled (Custom Questions answers are included in this)
• Guest Billing (Payment for Stay)
• Custom Questions Field Matches
  • Nationality
  • Passport Number

• Do we push back upsells to the folio?
  • No

• Departure Time
• Note with link to reservation in Duve (to see Satisfaction Ratings)