The UpMail + Opera Cloud OSEM integration enables users of both systems to seamlessly import data from an Opera Cloud booking into an UpMail email or proposal template.
Here are the steps to import data from an Opera Cloud booking into UpMail:
1. Login to Opera Cloud, go into the booking, and select 'Create and Send an UpMail Proposal'.
3. From Opera Cloud, you will be taken to your template library within the UpMail interface.
4. Select the template you'd like to use and you will be taken to the email composer with the data automatically populated.
The 'To' field will automatically populate with the main booking contact email address.
The Sales & Catering Booking fields within the email will automatically populate with data from the Opera Cloud booking.
> Click here to learn more about the standard fields available from Opera Cloud
Any Meetings & Events tables will populate with data from the booking.
Packages Table
Additional Resources Table
Events Table
Guestrooms Table
Cost Summary Table
>Click here to learn more about the Meetings & Events Module
You will be able to edit the Opera Cloud data once it's in UpMail, however, the data will not in turn be updated in Opera Cloud.