Setup MeetingBroker integration
If your property has purchased MeetingBroker integration, administrators must complete a few tasks to make sure you get the most out of your investment.
Users
Administrators must create a user profile in both Amadeus Sales & Catering- Delphi and MeetingBroker for each user that responds to leads.
The integration requires that the user’s e-mail address is the same in both systems. If you have eProposal, the e-mail address in the Cendyn user profile must match as well.
Users who will perform the duties of the Default Lead Coordinator (DLC) require full access to every lead. They must have Director access to the Location in MeetingBroker and Edit All Records access in Delphi.
Create a user in MeetingBroker
In MeetingBroker, only the users themselves can modify their E-mail/User Name. If you find a discrepancy after you have saved the profile, ask the user to log into MeetingBroker, click the My Profile link, and make the correction.
Moving forward, if you make changes to users in Delphi, you also need to apply those changes in MeetingBroker.
Property Details
Complete your property’s details in both systems.
Detail a location in MeetingBroker
Default Lead Coordinator
In the MeetingBroker section of the Delphi property page, there is a Default Lead Coordinator (DLC) field. How does this work with the Default Lead Coordinator field on the Location Details page in MeetingBroker?
New RFPs from MeetingBroker flow immediately into Delphi and create an inquiry. The user who is assigned as the DLC in MeetingBroker is assigned as the owner of the inquiry. If MeetingBroker is unable to find that user in Delphi (for example, the user’s e-mail address has been changed in one system but not the other, the user was deactivated in one system but not the other, etc.), the inquiry will be assigned to the user in the Default Lead Coordinator field in Delphi
If you wish to change the DLC for your property, you must update the Default Lead Coordinator (DLC) fields in both systems.
Setup Values
There are seven types of setup values that are passed between channels, MeetingBroker, and Delphi:
| MeetingBroker Name | Delphi Name | Delphi Location |
| Event Setups | Function Room Setups | Setup Values |
| Event Types | Event Classifications | Property Page > Event Classifications |
| Lead Sources | Lead Sources | Setup Values |
| Lost Business Reasons | Booking Lost Reasons | Setup Values |
| Market Segments | Market Segments | Setup Values |
| Meeting Types | Booking Types | Setup Values |
| SIC Codes | Industry Codes |
Setup > Build > Accounts > Fields (in Salesforce Classic) Object Manager > Account > Fields & Relationships (in Salesforce Lightning) |
To ensure information passes correctly from the channels to MeetingBroker and then to Delphi, you need to compare and map these values. First, you will compare your MeetingBroker location setup values with the values defined in Delphi. Then you will map these setup values with your channels.
Location Setup Values
You’ll need to compare the list of setup values in MeetingBroker to the values you have in Delphi to ensure that your library of location setup values includes those from Delphi. To see your current location setup values in MeetingBroker, click the Administration link, open your location, click the Settings tab, and then click the Setup sub-tab.
If there is not an exact match for a Delphi value, you can add it to MeetingBroker and then map it to a similar subscription value. For example, if Delphi has U-Shape as an event classification, but MeetingBroker has U - Shaped, you will follow these steps:
- Click the Add button below the Event Setup Type section. A blank field is added to the bottom of the existing list.
- Type U Shape in the Setup Value column.
- In the Map To column, select a subscription-level value that is similar, such as U-Shaped.
- When all values have been added and mapped, click Save.
If the Setup Value column is blank, add all of your Delphi values to the appropriate section.
If you see values listed in the Setup Value column that you can’t edit, those are subscription values, controlled by your corporate administrator.
Channels
Each channel has a unique list of setup values. After you've completed entering property-specific location setup values and mapping them to subscription values, you need to map your values with each channel you subscribe to. If mapping is not done, the values will appear as “unknown” in the RFP and will be blank when you create the booking in Delphi. In MeetingBroker, click the Channels sub-tab in the Settings folder and select Active in the Viewing drop-down list.
If you have eProposal, two Cendyn channels will display as active. No action is required for those channels because they do not have setup values.
To map a channel’s setup values, follow these steps:
- Click the channel to open the Information page.
- Click Auto Map and wait for the yellow confirmation message to display. If any of the channel’s values match your subscription or location values, they will map automatically. Values that were not matched during the Auto Map process will begin with "Unknown".
- Review all of the selections in the Your Value column and make sure they are values you have in Delphi (not a subscription value that you don’t use). Select the best matching Delphi value from the drop-down list in the Your Value column.
- In the image above, Cvent has an event type of Break, but you have AM and PM Breaks in Delphi, so it didn't find a match and displayed "Unknown: Break". To avoid having blank values when you create a booking, you must change Your Value to AM Break.
- Click Save and Close.
Repeat for each active channel.
Sometimes leaving a value as "Unknown" is better than mapping it—if none of your values are similar to the channel's value. For example, if a channel has an event type of Golf but your location does not offer golf, the Property Sales Manager should discuss the event with the planner rather than mapping the event type to something that does not apply.
Outbound Mapping
Channels that receive business data from MeetingBroker also require mapping of outbound information. The following table explains which channels and values you should map.
| Channel Name | Inbound | Outbound |
| Cendyn eProposal | No | No |
| Cendyn Notifications | No | No |
| Cvent | Yes | Only Lost Business Reason |
| Groups360 | Yes | Only Lost Business Reason |
| SpeedRFP | Yes | Only Lost Business Reason |
| SignUp4 | Yes | Only Lost Business Reason |
| Venue Directory | Yes | Only Lost Business Reason |
| 1000Meetings | Yes | Only Lost Business Reason |
| Your Local Convention & Visitor's Bureau | Yes | Only Lost Business Reason |
| Private CRM Channels (Connex or Smarter Sourcing) - Depends on the channel design. If you see values listed in the channel, full mapping is available in both directions. | Yes | Yes - All Values |
Guestroom Type Mapping
MeetingBroker provides four categories for guestrooms:
- Run of House
- Standard
- Double
- Suite
You can cross-reference the four MeetingBroker guestroom categories with four of Delphi’s guestroom types in the MeetingBroker Information section of the Property page.
Once you've completed these tasks, your team is ready to receive and respond to leads.
Cross-Subscription Integration (CSI)
If you receive RFPs from more than one MeetingBroker subscription and those subscriptions are all integrated with your sales and catering system, you have CSI.
For example, your management company has a MeetingBroker subscription that includes RFPs from your hotel’s website and Cvent. Your brand has a separate MeetingBroker subscription that includes RFPs from the regional sales offices and the central reservations desk.
With CSI, all of your RFPs will flow into your sales and catering system, and the steps will be consistent for creating bookings, sending proposals, and sending business data back to MeetingBroker.
If your property is configured for CSI, make sure you read this page in MeetingBroker Training & Help: Overview: Cross-Subscription Integration (CSI)
If you have multiple MeetingBroker subscriptions and want to have them integrated with Delphi, contact your Amadeus sales representative.
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