Onboarding: connector access and a working session

Hi Tariq, Deepa tells me you will be wiring up the connectors on your side, so I would like to agree a working session with you directly. Here is the plan I have in mind: - Monday at 09:30, about an hour, to go through the first sources one at a time - For each one, you tell me where the credentials live and who can approve access - I check the field mapping against what you describe, so nothing is assumed What I need from your side is written access for the first source before Monday, even if it is only a service account name and the permissions you intend to give it. I do not start a connector without that in writing. I would also like to understand how accounts are matched today between the branch system and the CRM. That maps cleanly or it does not, and I would rather find out before we switch on the refresh than after. Could you let me know if Monday works? Thanks, Callie

Hi Callie, Monday at 09:30 works for me. On access, I can have the details for the CRM to you by Friday, in writing as you ask. The branch system is slower, as it needs sign off from another team. I will chase that today, but I would not promise it before Monday. On account matching: the two systems do not share a clean key. Some branches key accounts differently, and a few trade accounts exist twice in the CRM. That is a mapping question, so I would like to look at the load log from our existing extracts before I say more. I do not want to guess at where the duplicates come from. One request. If we change any mapping in the session, I will need to tell Deepa before it goes live. So please send me the draft mapping a day ahead, if you can, and I will pass it on. Cheers, Tariq