Onboarding session and connector access

Hi Tariq, Deepa tells me you will be the person wiring up each connector, so I would like to book a working session with you directly, separate from the wider kickoff. What I need from your side is: - a time next week for a working session of about an hour - the access details for the first source, sent in writing, with the role or service account you want us to use inside your Snowflake account - a list of which sources you expect to connect first, and anything you already know is awkward On my side, I will bring the mapping plan for the CRM and the order we switch things on. Before we switch on the refresh I want to have checked each mapping against your real fields, not assumed it. If you tell me which days suit, I will send an invite the same day. Thanks, Callie

Hi Callie, Thanks for this. Tuesday or Wednesday morning next week would suit me best. Afternoons tend to get eaten by the branch system loads. On the first source, I would start with the CRM. Which connector are you planning to do second? The reason I ask is that the branch system and the CRM do not always agree on how a trade account is identified, and that is a mapping question. I would like us to look at the matching together before anything loads, so I am not guessing at a cause later. I will check the load log for the branch system and send you what I find, along with the access details for the CRM, in writing as you asked. I will also let Deepa know before we change any mapping, as she will want to see it. Cheers, Tariq On 6 Mar 2025, at 12:26, Callie Brennan wrote: > a time next week for a working session of about an hour