Onboarding session: connector walkthrough

Hi Imran, Thanks for your time on the call this week. I wanted to get the next onboarding session in the diary before the weekend. What I'd like to cover with you is the order we bring the remaining sources in. So far the routing, helpdesk and finance connectors are the ones you've been looking after, and I'd suggest we agree a sensible sequence for the rest rather than switching everything on at once. I'd also like to look at how customer records line up across sites, since you mentioned that is the thing most likely to cause confusion for the account managers. Could you let me know a couple of slots that suit you next week? A session of about an hour should be enough. If it's easier, send me a list of the connectors you've got in mind and I'll come prepared with the setup notes for each. One ask: if there are any access requests that need to go through your IT colleagues, it would help to start those now so we're not waiting on them. Kind regards, Laura Implementation Consultant, BB-Demo

Hi Laura, Sorry for the slow reply, I've been tied up with a change on the routing side. Since last time I've re-run the helpdesk connector and the record counts look steadier now. I'll test it before we switch anything else on, so I'd rather we take the new sources one at a time. Thursday morning or Friday after lunch would both work for me next week. Thursday is better because I'll have the screenshots ready by then. Two questions before we meet. How many connectors have we got left on the Growth plan? And which customer id is the master one when a customer has more than one site? I want to be sure I don't create duplicates when we add the next source. I've asked a colleague in IT about the access requests and will confirm once I hear back. Imran