Corriemoor Foods / BG-Demo – Onboarding
Callcompleted
Corriemoor Foods · 29 Aug 2023 12:00
Onboarding call with Neil Entwistle, Data Analyst. Credentials were sent, Salesforce field mappings are being finished, and a test refresh is due next week. Neil accepted the nightly 07:00 refresh as fine for Corriemoor Foods.
What was said
What this says
As at Fri 9 Oct 2026Onboarding call with Neil Entwistle, Data Analyst. Credentials were sent, Salesforce field mappings are being finished, and a test refresh is due next week. Neil accepted the nightly 07:00 refresh as fine for Corriemoor Foods.
What happened: Callie Brennan confirmed the credentials had arrived and that the connectors are wired up. She is finishing the Salesforce field mappings and will pull the custom field API names herself.
Customer view: Neil was relaxed and cooperative. He listed a few custom fields and said monthly calendar periods apply in Xero.
Commercial: Nothing on price or renewal was raised. The nightly refresh, complete by seven in the morning, was accepted without objection.
Watch: The test refresh depends on Neil checking for missing orders or wrong customer details. Early data quality shapes later confidence.
Themes
As at Fri 9 Oct 2026Who was there
BG-Demo
Them
Follow-up
Next steps
As at Fri 9 Oct 2026- Callie Brennan to send the test environment details to Neil Entwistle the following week.
Risks
As at Fri 9 Oct 2026- Test refresh results depend on Neil spotting missing or wrong records.
Transcript
Callie BrennanNeil, hi. Just checking in, how's it going with the credentials? Do you have them for me?
Neil EntwistleYeah, I've got them. Sent them yesterday actually, using the secure form you gave me.- Callie BrennanPerfect, I'll check my email. Yeah, got them, thanks. Right, so I've started on the Salesforce connector. I need to ask you a couple of things, do you use custom fields on your account records? Anything beyond the standard fields?
- Neil EntwistleA few. We've got a customer segment field, an account value field, and one for sales rep. But nothing too exotic.
- Callie BrennanGood. I can map those. What I need is the API names for those fields, Salesforce gives them weird names in the background. I can grab them from your instance but I wanted to ask you first in case you know them.
- Neil EntwistleHonestly, I'd have to dig into Salesforce to find that. I can send it to you if you want, but it might be quicker if you just pull it.
- Callie BrennanNo problem, I'll get them. One other thing, on your Xero side, what accounting periods do you use? Monthly?
- Neil EntwistleYeah, monthly. Calendar months.
- Callie BrennanGreat, that maps cleanly. Okay, so where we are is the connectors are wired up, I'm just finishing the field mappings. Probably by end of week I'll have a test refresh ready. What that means is I'll load a sample of your data into the test environment and we can try some searches and see if it's pulling the right stuff.
- Neil EntwistleAnd if something's wrong we fix it then?
- Callie BrennanExactly. That's the whole point of the test refresh. We don't go to production until I'm confident it's right. Sound okay?
- Neil EntwistleYeah, that makes sense.
- Callie BrennanGood. So I'll be in touch next week with the test environment details. You'll get a link, log in, try a few searches. Let me know if anything looks off: orders missing, customer details wrong, that kind of thing. I'll be ready to fix it. Any questions from you?
- Neil EntwistleJust wondering how long the full refresh takes once we go live. Is it an overnight thing or does it run all day?
- Callie BrennanNightly, complete by seven in the morning. One go, one load. So if someone adds a record in Salesforce at three in the afternoon they see it the next morning at seven.
- Neil EntwistleThat's fine for us.
- Callie BrennanGreat. I'll email you the test environment next week. Just let me know what you find. Thanks, Neil.