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Inbound Settings
XSetUps
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This XSetup enables the SQL Queries used when creating the Match & Merge schema needed for the CRM delivering merge decisions (CPS Provider).
Configuration in System Data
CPS Provider Creation
Configuration in Front Office
Creation of Merge Schema
Open the Guest Profile SQL Queries dialogue:
Create the new schema to be used for the CRM merge decisions (select the correct CPS Provider):
All SQL Queries will be edited to hold the correct values incl. the providerid automatically:
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SELECT kdnr, kdnr AS 'Account', name1 AS 'Name', resname+' '+resvorn+' '+resanr AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP', ort AS 'City', erfasst+' '+erfassttim AS 'Created', erfasstusr AS 'Net user', telefonnr AS 'Phone',
(SELECT COUNT(leistacc) FROM buch WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Act. res.',
(SELECT COUNT(buchnr) FROM buchold WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Res. history',
(SELECT COUNT(ref) FROM tasks WHERE kundennr=kdnr) AS 'Sales activities',
bemerkung AS 'Remarks'
FROM kunden AS K
WHERE kdnr={AccountNo}
UNION
SELECT kdnr, kdnr AS 'Account', name1 AS 'Name', resname+' '+resvorn+' '+resanr AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP', ort AS 'City', erfasst+' '+erfassttim AS 'Created', erfasstusr AS 'Net user', telefonnr AS 'Phone',
(SELECT COUNT(leistacc) FROM buch WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Act. res.',
(SELECT COUNT(buchnr) FROM buchold WHERE kundennr=kdnr OR firmennr=kdnr OR reisenr=kdnr OR sourcenr=kdnr) AS 'Res. history',
(SELECT COUNT(ref) FROM tasks WHERE kundennr=kdnr) AS 'Sales activities',
bemerkung AS 'Remarks'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.mergeid AND G.validid={AccountNo} AND G.providerid=1; |
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SELECT MIN(kdnr) AS 'Min', COUNT(kdnr)+1 AS 'Occurs', name1 AS 'Name1', name2 AS 'Name2', resname AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.validid AND G.providerid=1
WHERE kdnr IN(SELECT validid FROM cpsprofilemerge)
GROUP BY name1, name2, resname, vorname, strasse, plz |
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SELECT MIN(kdnr) AS 'Min', COUNT(kdnr)+1 AS 'Occurs', name1 AS 'Name1', name2 AS 'Name2', resname AS 'Contact', vorname AS 'First Name', strasse AS 'Street', plz AS 'ZIP'
FROM kunden AS K INNER JOIN cpsprofilemerge AS G ON K.kdnr=G.validid AND G.validid={AccountNo} AND G.providerId=1
GROUP BY name1, name2, resname, vorname, strasse, plz |
Inbound Message
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Must hold the value the CRM system will provide in the OTA_ProfileMergeRQ message (Instance).
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= 'activate manual changes'
→ in case it is not ticked, the user is not allowed influencing on the decisions imported by the CRM system by using the buttons in the Match & Merge dialogue
Outcome in FO / Match & Merge dialogue
The user will be notified via IFC Error in case there are new profile merge decisions imported:
The user needs to open the Match & Merge screen then and has the possibility to merge the profiles (could be more than 2) or edit the profiles from there:
