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Onboarding: first mapping pass and next steps

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Brimscombe Energy logo Brimscombe Energy · cs

Callie Brennan confirmed the CRM connector is connected and the first mapping pass done. Nikhil Rao answered the contract end date question within the hour and cleared a load that night.

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What this says

Current to 13 Oct 26

Callie Brennan confirmed the CRM connector is connected and the first mapping pass done. Nikhil Rao answered the contract end date question within the hour and cleared a load that night.

Ask: Callie needed to know which of two CRM contract end date fields is the source of truth, and a window for the first full load.

Customer view: Nikhil checked with the key-account team, named the second field as live and called the first a legacy copy. He agreed to the load that night and will watch it.

Next: Callie sends the setup note once the refresh has landed, and Nikhil will warn of schema changes before they go in.

AI · claude-sonnet-5-5 · 13 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-02-12
Last message2025-02-12

Messages

  1. Callie Brennan
    Callie Brennan 12 Feb 2025 12:05
    to Nikhil Rao
    Hi Nikhil, Thanks for the time this morning. A quick summary so we both have it in writing. Done today: - the CRM connector is connected through the role you created - the first mapping pass for sites and contracts is complete, and it maps cleanly apart from one field that needs your view The open point is the contract end date. The CRM holds it in two places and they do not always agree. I would like you or someone in your team to confirm which one is the source of truth before we switch on the refresh. What I need from your side is that answer, and a window for the first full load that finishes before the morning. I will send the setup note once the refresh has landed. Thanks, Callie
  2. Nikhil Rao
    Nikhil Rao 12 Feb 2025 12:45
    to Callie Brennan
    Callie, Checked with the key-account team. The second field is the live one, the first is a legacy copy that nobody maintains. Use the second. For the load: tonight is fine, it should finish well before the morning. I checked the load history and the CRM export has been clean for weeks. I'll watch it on my side as well and tell you if anything fails. If the field names change later that's a schema change, and I'll tell you before it goes in, not after. Nikhil

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