What was said
What this says
As at Fri 9 Oct 2026Onboarding call between Yusuf Demir and Sanne Bakker. Four clean mornings since the batching change, not the five Joost Verbeek wants. Few of forty licensed users log in, and HubSpot records indexed were flat.
What happened: Yusuf Demir and Sanne Bakker reviewed the Zendesk refresh fix, merchant identifier mapping, alerts and user numbers. Since the batching change every business day has finished inside the window.
Customer view: Sanne counted four clean days against the five Joost Verbeek asked for, and would not call it done. She put the low log-ins down to trust: users want stale data gone first.
Commercial: Only a few of the forty licensed users log in. Wider invitations wait for five clean mornings, which Elena Novak owns as an adoption point.
Watch: HubSpot records indexed were flat for a few days. A merchant category field went missing after a property permission change and came back once read access was restored.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Sanne Bakker checks the refresh at 07:00 the next day and tells Joost Verbeek the count of clean mornings.
- Yusuf Demir sends the field change in writing and updates Elena Novak on the user numbers question.
- Sanne Bakker sends the sheet of merchants with no identifier to the account managers.
Risks
As at Fri 9 Oct 2026- Four clean mornings is short of the five Joost Verbeek asked for, so the refresh fix is not yet accepted.
- Low log-ins from forty licensed users are tied to distrust of stale data.
- HubSpot records indexed were flat after a property permission change on the customer side.
Opportunities
As at Fri 9 Oct 2026- Wider user invitations can start once five clean mornings are reached, using more of the forty licensed seats.
Transcript
- Yusuf DemirAfternoon, Sanne. Can you hear me?
- Sanne BakkerYes. Hello. Good afternoon. I have the log open.
- Yusuf DemirGood. Zendesk connector, last good load 06:22 this morning. Row count is complete against the source.
- Sanne BakkerI saw. This morning it was fine. But I want to say the dates before we start. The misses were Monday, Wednesday and Thursday the week before last. Then nothing on the days after your change.
- Yusuf DemirThat matches my side. The batching went in on the night we agreed, and Elena signed it off. Since then, every business day has finished inside the window.
- Sanne BakkerFour days. Joost asked for five. So not yet.
- Yusuf DemirAgreed. Four isn't five. I'm not going to call it done.
- Sanne BakkerGood. Joost is not on this call, but he asked me to check three things with you. First, the identifier mapping.
- Yusuf DemirMapping went in with the list you sent. The unmatched merchants dropped to a small group. The source returned a handful with no identifier at all, so I can't map those. They need fixing in HubSpot.
- Sanne BakkerYes. Account managers. I will send them the list. They will not like it.
- Yusuf DemirI can export it as a sheet with merchant name and owner, so it's easier for them to act on. Want that?
- Sanne BakkerYes. That is useful. Thank you.
- Yusuf DemirOkay, sheet's shared. Check it opens on your side.
- Sanne BakkerIt opens. Good. Second thing. Alerts. I got the first failure message from you last week. Before the dashboard was empty. That worked.
- Yusuf DemirGood. That was a false alarm, mind. A retry on the accounting load, and it passed on the second attempt. I've lowered the noise so you only hear about a real miss.
- Sanne BakkerFine. Tell me if it is a retry, I would rather know.
- Yusuf DemirI'll put the word retry in the subject line.
- Sanne BakkerThird. Users. Joost says only a few people log in. Forty are licensed. Is something wrong on your side with access?
- Yusuf DemirNot that I can see. Access is set up, and the ones who've been invited can sign in. The numbers are low because people haven't been asked to start, as I understand it. That's an adoption point for Elena, not a connector one.
- Sanne BakkerMm. I think it is trust. They want stale data to be gone first.
- Yusuf DemirThen five clean mornings helps both. I'd suggest you tell Elena when you hit it, and she can start the wider invitations.
- Sanne BakkerYes. I will write to her.
- Yusuf DemirOne thing from me. The HubSpot connector. Records indexed have been flat for a few days. The source returned the same count each night. Is that expected, or has someone paused something?
- Sanne BakkerHmm. Maybe. We changed a property setting last week. I will look. It could be a permission.
- Yusuf DemirIf it's a permission the connector will report fewer fields rather than fewer rows. I'll check the field list on my side and send you what changed.
- Sanne BakkerGood. Again, please send it in writing. I keep a log.
- Yusuf DemirI know you do. It's a better log than mine.
- Yusuf DemirRight, I've compared the field lists. One property is missing since last week, a merchant category field. It matches your change. Re-enable read access for the integration user and it comes back in the next load.
- Sanne BakkerOkay. I do it now. Give me a minute.
- Sanne BakkerDone. Access is back.
- Yusuf DemirThanks. I'll run a small test pull of just that field. I'm telling Elena I've done it, so it's on record.
- Yusuf DemirField is coming through. Row count is the same, field count is back to what it was.
- Sanne BakkerGood. So summary. Sheet of merchants with no identifier goes to account managers. I check 07:00 tomorrow and tell Joost the count of clean mornings. You send me the field change in writing.
- Yusuf DemirThat's all of it. And I'll update Elena on the user numbers question.
- Sanne BakkerFine. And if there is a miss tomorrow I send a ticket. No greeting. You know.
- Yusuf DemirI do. Timestamps in it, ideally.
- Sanne BakkerOf course. Okay. Bye.
- Yusuf DemirThanks, Sanne. Speak soon.