SalesPro Technology Transfer - Account, Contact, and Activity Migration  - Amadeus Hospitality

SalesPro Technology Transfer – Account, Contact, and Activity Migration 

Hotel Sales & CateringPro Migration to Amadeus Sales & Event Management – Standard

Definition of Services – A/C/A Migration (Accounts, Contacts, and Activities)

Summary

This migration service is ideal for a property on the Hotel Sales & CateringPro platform that wants their account, contact, and activity records migrated to Amadeus Sales & Event Management – Standard. Please feel free to browse our Training and Help content in advance to understand this new and evolved sales & catering solution: Training and Help for Standard & Essentials. 

The contact (Corporate Administrator) for your Hotel Sales & CateringPro migration to Amadeus Sales & Event Management – Standard should be prepared to identify current active users in Hotel Sales & CateringPro for the migration to create in its process. 

Scope

  • Emails will provide schedule and timeline information for the data migration as outlined in this Definition of Services and will serve as the sole means to provide updates throughout the program.
  • The migration of Hotel Sales & CateringPro database inclusive of:
    • Up to three (3) years of historical Account activity data.
    • The creation of a Corporate Administrator (for new orgs).
    • Creation of Users as dictated by the number of active Hotel Sales & CateringPro Users. In the event named users are not provided, all records will be migrated to the Corporate Administrator user.
    • Users that are listed to be a license holder will be mapped one to one. All other records owned by users other than the Corporate Administrator or listed users will be mapped to the Corporate Administrator.
      • Users that are not active in hSP at the time of the migration cannot be created during the migration process. Respective licenses will be allocated and the Corporate Administrator will be responsible for creating the new user record post-migration.
    • Users that are listed to be a license holder will be mapped one to one. All other records owned by users other than the Corporate Administrator or listed users will be mapped to the Corporate Administrator.
    • Reassignment and creation of additional users can be performed by the Corporate Administrator after the migration in the Amadeus Sales & Event Management – Standard solution.

Accounts, Contact, and Activities

  • All Accounts associated with the migrating property(ies) that have associated business records (Bookings, Activities or Volume Contracts, etc.) migrate, regardless of Account status.
  • All active and inactive Contacts related to the Accounts as described above.
  • Traces with a Start Time will be migrated as Appointments and otherwise migrated as Tasks.

Setup Values

  • Site Setup Values will be migrated as Property Setup Values, which can be deactivated as needed.
  • Universal Setup Values will be migrated as Corporate Setup Values.

Users

  • Users will have User-level access after the migration (this can be updated by the Corporate Administrator to promote to Property Administrator and additional Property access).
  • If a migrated User does not have an email address or has an invalid email address, their Amadeus email address is auto-generated.
    • Example: ryan42613|3213@delphi.fdc.com.hotelname.com

EMS Interface

  • Existing EMS reader board interfaces in Hotel Sales & CateringPro database will be replaced where the same EMS reader board interface also exists in Amadeus Sales & Event Management – Standard.

Out of Scope

The following services are not included in this data migration. Please contact your Amadeus sales representative if you would like information on additional Amadeus services.

  • Migration of more than three (3) years of historical Activity (Trace) data.
  • Migration of Groups, Functions, BEOs, Guestroom Blocks, and Function Items.
  • Migration of Account Tracking data (for Volume Contracts).
  • Assistance with data clean-up in hotel Sales & CateringPro or in Standard post-migration.
  • Data de-duping (Accounts, Contacts) in hotel Sales & CateringPro or in Standard.
  • Cross-referencing of Setup Values (All Account Market Segment and Lead Source values are migrated. Other Setup Values are provided as standard picklist selections.).
  •  Migration of data to a Sandbox prior to production migration.
  • Custom field mapping between hotel Sales & CateringPro and Amadeus Sales & Event Management – Standard.
  • Account and Contact record access restrictions (Accounts and Contacts are shared by all users and properties).
  • Migration of Reports and Merge Documents such as contracts. A BEO, Banquet Check, and other standard merge forms will be provided in the new application.
  • Migration of currency values other than USD and CAD.
  • Business Consulting and Instructor-led Training.
  • Editing certain Salesforce processes and/or configurations enabled in a multi-module environment.

Assumptions

  • Scheduling of the migration will be done by Amadeus. The Migration Date will be communicated to the Corporate Administrator via email at least two weeks prior to the migration event.
  • Amadeus will migrate properties residing in the same Hotel Sales & CateringPro database to a shared Salesforce Org with the same properties.
  • The Hotel Sales & CateringPro to Amadeus Sales & Event Management – Standard migration utilizes tooling that will transfer the data to the source system. The Corporate Administrator will be responsible post-migration for validating and, as needed, updating the data through the self-service capability provided.
  • A data validation report will be provided following your migrationThe report will identify specific records that failed to migrate as expected. These records will need to be the reference in the source Hotel Sales & CateringPro system and re-keyed manually into ASEM at your discretion. 
  • The Corporate Administrator is expected to execute a complete and comprehensive review of the data within two (2) business days of the migration completion.
    • Beyond this period, the end-state of your data migration will be considered final, complete, and ineligible for any further review by Amadeus.
  • Access to your Hotel Sales & CateringPro system will be terminated 30 days from your migration date or on August 1, 2021, whichever comes first.
    • The migration will be scheduled to execute outside of normal business hours on the day of the migration. Any data added to Hotel Sales & CateringPro system after 5:00 PM ET the day prior to the scheduled migration date will not be included in the data.
    • Data entry in the Hotel Sales & CateringPro system post-migration will not be included in the data migration to ASEM. Post-migration access to Hotel Sales & CateringPro will be as a non-production system for validation and reference purposes only.
  • Training materials will be made available to the subscriber free of charge. If the subscriber requests additional or supplemental training, this will be managed outside the scope of this agreement and will require separate contracting.
  • If the client has an existing interface to a third-party system, such as PMS or RMS, additional services may be required post-migration if a commercially available comparable interface is available in ASEM.

Hotel Sales & CateringPro Migration to Amadeus Sales & Event Management – Standard

Data Migration Specifications – A/C/A Migration (Accounts, Contacts, and Activities)

Hotel Sales & CateringPro to Amadeus Sales & Event Management – Standard

Introduction

The following will provide specifications for an Account, Contact, and Activity data migration from hotel Sales & CateringPro (HSP) to the Amadeus Sales & Event Management – Standard (ASEM).

Additionally, here are some links from the Standard & Essentials Training & Help which you may find helpful to reference as you prepare for the migration:

Accounts & Contacts 

  • All Accounts (regardless of status) associated with the migrating property(ies) will be migrated as follows by the Accounts type in hSP:
    • ‘Corporate’ accounts migrate with property(ies).
    • ‘Region’ accounts migrate if property’s region ID is the same.
    • ‘District’ accounts if property’s district ID is the same.
    • ‘Local’ accounts migrate with property(ies) including ‘Local’ account records from other properties in the same site when there is a migrating record associated.
  • Account Address will be migrated from the Primary Contact’s Address.
  • Phone/Fax from the Account’s Primary Contact will be migrated with primary Contact and will also be migrated to the Account’s Phone/Fax fields.
  • Inactive Contacts associated with migrated Accounts will be migrated as Active Contacts.
  • First & Last names will be migrated, but will not populate the “Full Name” field in ASEM.
  • Phone 2 will be migrated as Mobile Phone.
  • Phone 3 will be migrated as Other Phone.
  • Phone Extensions will be migrated with the associated phone number & include “EXT” prior to the extension number. Example: “EXT: 555-555-5555.” 

Account Traces (Activities)

  • Traces with Start Times will be migrated as an Event Activity (Appointments).
  • Traces without Start Times will be migrated as a Task Activity.
  • Recurring Traces will be migrated as individual Activities.
  • Traces built from the Next Trace feature will be migrated as individual Activities.
  • All Traces will be migrated as Public Activities.
  • Trace Types will be migrated as Activity Type in the Activity.

Users

  • Active HSP Users indicated to be created by the Corporate Administrator will be mapped 1 to 1. All other users will be mapped to the Corporate Administrator.
  • Users will have User-level access to one default Property following the migration (this can be updated by the Administrator to promote to a Property Admin and provide additional Property access).
  • If a migrating HSP User does not have an email address or has an invalid email address (based on format) their ASEM email address is auto-generated.
    • Example: ryan42613|3213@delphi.fdc.com.hotelname.com

Custom Options and Customization (Setup Values)

  • All Company-Wide Custom Options (Universals) will be migrated as Property Values.
  • All Function Rooms will be migrated as Indivisible Function Rooms regardless of Room Exclusions from HSP.
  • All guestrooms from a migration property’s HSP site will be migrated as Guestroom Types.
  • Monthly Property Budget will be migrated as the Property Budget.
  • Function Room length, width, and area will migrate but should be confirmed post-migration.

Data Not Included in the Migration

Accounts

  • Master Account from Account
  • Status
  • Priority
  • Business
  • SIC Code
  • Travel Agency, Phone, and Email
  • Key Account Checkbox
  • Key Account Report Forecast
  • PMS Account Code
  • Rate Plan
  • Discount off Rack
  • District or Region
  • Document Tab

Contacts

  • Profile from Qualification Tool
  • Full Name including Middle Name
  • Reference
  • Anniversary
  • Birthday
  • Room Pref
  • Pickup
  • # Meetings per year
  • Web Address

Account Traces

  • Recurring Traces
  • GM Review Date

Users

  • User Access Rights from HSP
  • Username and passwords from HSP
  • User’s Name, Title, and Website