Onboarding session - connector setup and refresh check

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Yusuf Demir flags a flat Zendesk row count and a pending accounting connector. Sanne Bakker reports another missed 07:00 refresh, no date for the accounting access, and that about three of forty licensed users log in.

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Current to 10 Oct 26

Yusuf Demir flags a flat Zendesk row count and a pending accounting connector. Sanne Bakker reports another missed 07:00 refresh, no date for the accounting access, and that about three of forty licensed users log in.

Ask: Yusuf wants an hour to re-run the Zendesk load with Sanne and needs an owner for the accounting system access details.

Customer view: Sanne reports the refresh missed 07:00 again and will not commit to a date for finance access. She asks why only about three of forty licensed users log in before discussing training.

Next: Friday morning call. Adoption is the larger renewal risk here.

AI · claude-sonnet-5-5 · 10 Oct 2026

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Updated 9 Oct 26

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First message2026-02-04

Last message2026-02-05

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Yusuf Demir 4 Feb 2026 09:19
to Sanne Bakker
Hi Sanne, The HubSpot connector last loaded cleanly this morning. The Zendesk connector loaded too, but the row count is flat against yesterday, and I'd expect it to move. The source returned the same ticket set both times. I haven't re-run anything yet. I'd like to do that with you on a call so we can see what the source returns on your side. Could you do Thursday or Friday this week? An hour is enough. Also, the accounting system connector is still waiting on the access details from your team. Can you tell me who is picking that up? Thanks, Yusuf
Sanne Bakker 5 Feb 2026 08:24
to Yusuf Demir
Yusuf, Refresh not complete at 07:00 again today. Same as last week. Friday morning works for me. Not the afternoon, I have a release. The access details for the accounting system are with our finance team. I asked them twice. I will chase again today, but I cannot promise a date. Please do not put it in the plan as done. We have forty licensed users and about three of them log in. I would like to know why before we talk about training. Sanne

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