Profil Center
Inhaltsverzeichnis
[Verbergen]General
The Profile Center shows an overview about the numbers of profiles created in Umbrella Faces. Additionally it informs about publishing errors (synchronisation errors), provides the opportunity to Import/Export CSV-File for one, several or all travellers related to company profiles, provides a possibility to mass-synchronize profiles and to send mass-credentials. Some functions are not available for every user.
Layout
Section 'Travel Agency'
Overview about the number of all company and traveller profiles available in "your agency" at Umbrella Faces.
Field | Description |
---|---|
No. of companies | The count of all company profiles created in Umbrella Faces are displayed. |
No. of travellers | The count of all traveller profiles created in Umbrella Faces are displayed. |
Section 'Publishing Errors'
Publishing errors may occur when creating profiles manually in the user Interface. It is important to identify any such publishing error during/after a CSV Upload. A list of all errors is shown including a hyperlink, which leads directly to the incorrect profile.
Field | Description |
---|---|
Company | List of all companies with a publishing (synchronisation) error including the related system (e.g. Amadeus CSX) and error message (e.g. Record locater not found) |
Traveller | List of all travellers with a publishing (synchronisation) error including the related system (e.g. AeTM) and error message (e.g. Login name not found). |
Section 'Publishing'
Publishing can be used to save all profiles, either the erroneous (see publishing errors), all company and traveller profiles and travellers from a specific company. Publishing all travellers and/or companies could have an enormous impact to your profiles.
Field | Description |
---|---|
Travellers of | Save (publishing) all travellers of a specific company |
All erroneous | Save (publishing) all errors, which are displayed in the section error publishing |
All companies | Save (publishing) all company profiles |
All travellers | Save (publishing) all traveller profiles |
Section 'Send Credentials'
Credentials can be send to all profiles or arrangers of specific company profiles
Field | Description |
---|---|
Company | Search for the company profile |
All profiles | Send credentials to all profiles (traveller, arranger, approver) of the specified company |
All arrangers | Send credentials to all arrangers of the specified company |
Section 'Import/Export'
The Export/Import function allows to download and upload traveller profiles from one or multiple companies via CSV File.
Field | Description |
---|---|
Company | Insert a specific company for the CSV-File download |
Add new | Add additional companies, which should be part of the CSV-file download |
Travellers (CSV) | Click to start the download of travellers of a specific company into a CSV-file |
All travellers (CSV) | Click to download all travellers of your agency into a CSV-file |
All companies (CSV) | Click to download all companies of your agency into a CSV-file |
Upload from CSV | Upload the CSV-file |
Agency | Select relevant travel agency |
System | Amadeus CSX |
Profile no. | Amadeus company profile record locator |
Office ID | Amadeus Office Id in which the company profile belongs to. |
Org-ID. | Amadeus Organisation Id (optional) |
Import | Click on Import will upload the company and all associated traveller profiles.
A username for the traveller profile will be automatically created <first name>.<sure name>@<company short name> Following Amadeus CSX prefix can be processed: RM, RC, RX, AP, OS, FT, ES , FK |
CSV-File - Description
The download of travellers in a CSV File includes following information.
General: In some fields more than one input is possible. In this case the columns contain the value “0”. Enter more values by adding the numbers behind the value.
Example: Enter 3 Frequent Flyer numbers in the CSV-File
first number | flightmemberships0.alliance |
second number | flightmemberships1.alliance |
third number | flightmemberships3.alliance |
Standard Fields
The CSV file will always include the standard fields of Umbrella Faces. Also with specific custom developments (circle) the standard fields are shown. If none configured fields in a circle are uploaded, than the values will be ignored.
Column | Description | Values/Actions |
---|---|---|
metadata.action | Action |
|
uuid | Database No. | Blank if new profile |
username | Faces Username | |
E-Mail Address | ||
language | User language |
|
company.uuid | Database No. Company | |
gender | Gender |
|
title | Title |
|
name | Surename | |
middlename | Middlename | |
firstname | Firstname | |
birthdate | Date of birth | Format = dd.mm.yyyy |
nationality | Citizenship | 2-letter-country-code e.g. CH |
fopPublish | Form of payment |
|
guarantee | Hotel guarantee |
|
webcard | Webcard |
|
phoneBusiness | Phone Business | |
phonePrivate | Phone private | |
phoneMobile | Mobile | |
receivedocs | Itinerary / e-ticket (yes/no) |
|
preferredSeat | Seat Request |
|
smoker | Smoker |
|
traveller | Traveller |
|
arranger | Arranger / Assistance |
|
approver | Approver |
|
railExtension.delivery | Rail information / Delivery |
|
railExtension.wagonType | Rail information / Wagontype |
|
railExtension.wagonExtraType | Rail information / Wagon extra |
|
railExtension.seatpref | Rail information / Seat |
|
railExtension.railclass | Rail information / Class |
|
railExtension.identification | Rail information / Identification |
|
railExtension.idInfo | Rail information / Bank card | |
railExtension.railCards0.cardtype | Railcard / Card |
Rail: Amadeus_Germany
Rail: Amadeus_Rail
|
railExtension.railCards0.cardnumber | Railcard / Number | |
railExtension.railCards0.cardExpiration | Railcard / Expiration | Format = dd.mm.yyyy |
flightmemberships0.alliance | Frequent flyer / Airline | 2-letter-airline-code e.g. SR (Swiss) |
flightmemberships0.membernumber | Frequent Flyer / Number | |
flightmemberships0.additionalinfo | Frequent Flyer / PIN | |
hotelmemberships0.alliance | Hotel Program / Hotel chain | 2-letter-hotel-code e.g. RT (Accor Hotel) |
hotelmemberships0.membernumber | Hotel Program / Customer Number | |
hotelmemberships0.additionalinfo | Hotel Program / Customer Request | |
carmemberships0.alliance | Car Program / Company | 2-letter-car company-code e.g. ZE (Herz) |
carmemberships0.membernumber | Car Program / Customer Number | |
carmemberships0.additionalinfo | Car Program / Customer Request | |
passports0.country | Passport / Country | 2-letter-country-code e.g. CH |
passports0.number | Passport / Number | |
passports0.issuedate | Passport / Issue date | Format = dd.mm.yyyy |
passports0.issueplace | Passport / Issue place | |
passports0.expiration | Passport / Expires | Format = dd.mm.yyyy |
visa0.country | Visa Information / Country | 2-letter-country-code e.g. RU |
visa0.number | Visa Information/ Number | |
visa0.issuedate | Visa Information / Issue date | Format = dd.mm.yyyy |
visa0.issueplace | Not available in the user interface | |
visa0.expiration | Visa Information / Expires | Format = dd.mm.yyyy |
visa0.multiPurposeInt | Visa Information / Entry type |
|
employeecards0.country | Identification cards / Country | 2-letter-country-code e.g. CH |
employeecards0.number | Identification cards / Number | |
employeecards0.issuedate | Not available in the user Interface | |
employeecards0.issueplace | Not available in the user Interface | |
employeecards0.expiration | Not available in the user Interface | |
arrangercontacts0.contact | Administration / Arranger / Assitance | Arrangers email address |
arrangercontacts0.receivedocs | Itinerary / e-ticket (yes/no) |
|
approvercontacts0.contact | Administration / Approver | Approvers email address |
approvercontacts0.receivedocs | Itinerary / e-ticket (yes/no) |
|
emergencycontacts0.firstname | Emergency Contact / First Name | |
emergencycontacts0.lastname | Emergency Contact / Surname | |
emergencycontacts0.email | Emergency Contact / E-Mail | |
emergencycontacts0.phone | Emergency Contact / Phone | |
emergencycontacts0.receivedocs | Itinerary / e-ticket (yes/no) |
|
sortedTravelGroups0.groupId | Travel groups / Main travel group | community code e.g. ABCDABCD (AeTM) or Location, Division (cytric) |
sortedTravelGroups0.role | Travel groups / Role |
Cytric:
AeTM:
|
sortedTravelGroups1.groupId | Travel groups / Further travel group | |
sortedPublishStates0.id.publishtarget | Target system |
|
sortedPublishStates0.recordlocator | Target system identification number/name |
if cell is blank, a new profile in the target system will be created if cell contains value, the existing profile in the target system will be synchronised |
sortedPublishStates0.internallocator | Target System additional number/name | AeTM = traveller id |
Custom fields 'Single Company CSV file'
Depending on the setup in ‚my agency‘ and in 'company setup' the CSV-file download will include generic data.
column | Description |
---|---|
mergedgroups:general.header_general:0.value | Section 'General' |
mergedgroups:company.header_agency:0.value | Section 'Your Agency' |
mergedgroups:traveller.adminheader:0.value | Section 'Administration' |
mergedgroups:general.header_prefs:0.value | Section 'Preferences' |
mergedgroups:traveller.papersheader:0.value | Section 'Travel documents' |
genericgroups0.fields0.value | Section '-custom-' e.g. Reference Details |
Custom fields 'Multiple Company CSV file'
Depending on the setup in ‚my agency‘ and in 'company setup' the CSV-file will include generic data. The 'Multiple Company CSV-file' contains other column identifiers compared to the 'Single Company CSV-file'. All custom fields are named with 'allgroups0.fields0.value' in a numeric row. The custom fields from a company setup are highlighted with a ‘!’ in column 2 followed by the given name of the field.
Example:
my agency custom fields | company setup custom fields | |
---|---|---|
CSV column 1 | allgroups0.fields0.value | allgroups1.fields0.value |
CSV column 2 | Contract Details | !Staff No. for Umbrella |
The '!' in front of the named field 'Staff no. for Umbrella' identifies the column as a company setup custom field
CSV Upload
Please refer to section CSV Download / Upload.
Section 'Send credentials'
Credentials can be send to all profiles or to all arrangers and to all profiles or all arranger from a specific company. The email address, which is stored at the field E-mail in the profile, will be used for sending the credentials
Field | Description |
---|---|
All profiles | Send credentials to all profiles (Traveller, Arranger, Approver, Profilmanager) |
All arrangers | Send credentials to all arrangers |
Company field | Choose the company for which credentials should be send (all profiles or all arrangers) |