This interface enables the synchronization of company and traveler profile data from Umbrella Profiles to Midoco Midoffice. The corresponding companies or travelers can be created and updated automatically from Umbrella Profiles in Midoffice.Furthermore, the data created is linked in Midoffice so that the profiles can be opened in Umbrella Profiles at the push of a button. It is also possible to manually link the existing Midoco data with the corresponding profile data in Umbrella Profiles.

Midoco Modus

VERK, FIBU, VERK2FIBU

Scope of this directive

CRM

Call Umbrella Profiles Application from Midoco Midoffice

In Midoffice in the CRM area there are various links to call the Umbrella Profiles application.

Settings in the User Master Data Management

In order to be able to use them fully, the login data (user name or user ID and travel agency ID) must be stored in the user administration for the corresponding user in the form of attributes.

Synchronization

Settings for synchronization

Midoco support has to set up an import user in Midoco User Master Data in the according Unit. Also a Token has to be generated (displayed in Webservice Access Tokens).
Following information is needed by Umbrella Profiles Support for the set-up:

• Username 
• Password 
• Interface Attribute (= Org. Unit) 
• JWT(=Token) 

A synchronization from Umbrella Profiles to Midoco Midoffice only takes place if the interfaces have been set up on both sides and if the checkbox for Midoco has also been set under the corresponding company in the Interfaces area.

Here you have the option, outside of the standard setting, to include or exclude certain companies and their associated travelers from synchronization as required.

The synchronization is always triggered from Umbrella Profiles by saving the data record, regardless of whether data has been changed or not!

Synchronized fields Umbrella Profiles -> Midoco Midoffice

Company - Mapping

With company synchronization, the following fields are transferred from Umbrella Profiles to the Midoco CRM area:

fields - Umbrella Profiles

fields Midoco Midoffice

General - Customer number

CRM - Direct debtor

General - Company name

CRM - Company Name

General - Street

CRM - Street + House No. (+ Address Line 1)

General - Street 2

CRM - Address Line 2

General - ZIP

CRM - ZIP

General - Place

CRM - City

General - Country

CRM - Country

General - Phone

CRM/Contacts - Typ: Business Phone (Standard)

General - E-mail

CRM/Contacts - Typ: E-Mail (Standard)

General - Credit Card - Data

CRM - Credit Card TAB (check PCI Autorisation with Umbrella Profiles) 

Example of Umbrella Profiles:

Example of Midoco Midoffice:

Traveller - Mapping

With traveler synchronization, the following fields are transferred from Umbrella Profiles to the private Profile in Midoco:

Example of Umbrella Profiles:

Example of Midoco Midoffice:

Private Person Profile

If a private person profile of a person exists in Midoco, which is defined in Umbrella Profiles as a traveler of a company, it is possible since release 17.4 to synchronize the fields listed below. 

To connect the private person profile with the traveler profile the Umbrella ProfilesID of the traveler must be copied from the company profile.

This is then inserted into the private person profile and saved.

When synchronizing with the private person profile, the following fields are transferred from Umbrella Profiles to the Midoco Person CRM:

Example Umbrella Profiles:

Example Midoco Midoffice:

Error messages