Onboarding sessions: next steps and scheduling

Hi Tariq, Thanks for the time on the call. Here is the plan for the next stretch of onboarding, with a day against each step where I can. What I need from your side is written access for each connector before we switch on the refresh. I won't start a connector without it. In the order I'd like to go: - CRM: read access, plus the list of fields you want mapped - branch system: the extract or credentials, and the account key you use to match its customers to the CRM - helpdesk and call recorder: access tokens for each Once the access is in, I'd suggest a mapping session on Thursday morning for the CRM and another on Monday for the branch system matching. That maps cleanly if the account key is stable, and if it isn't we'll find out in the session rather than after the first refresh. Could you tell me which slots suit you, and who else from your side should be in the room? I'll write up a setup note after each session so you can run things alone afterwards. Thanks, Callie

Callie, Thursday morning works for the CRM session. I can get you the read access and the field list by the end of today. Monday is difficult for the branch system. Could we do Tuesday instead? I'd also like to check the account key before then. I'll check the load log from the branch extract and see whether the same trade account appears under more than one reference. I'd rather know that before we map anything, because that's a mapping question and not something to guess at. One thing I will do is tell the CRM owner on our side about the field list, so nobody is surprised when the mapping lands. On 24 Mar 2025, at 09:07, Callie Brennan wrote: > Could you tell me which slots suit you, and who else from your side should be in the room? Just me for the first session. I'll bring one colleague from IT for the branch system one. Cheers, Tariq