Onboarding sessions: getting a time in the diary

Hi Imran, Thanks for your time on the call last week. As promised, I'd like to get the connector setup sessions into the diary so we are not waiting on each other. What I'd suggest is a working session with you, where we go through the sources Nicola's team want first: the routing system, the helpdesk and the finance data. I'd like to confirm the access each one needs before we connect anything. Could you let me know which mornings suit you later this week or early next? I'm flexible, and a session of about an hour and a half should be plenty for the first pass. It would also help if you could tell me who looks after each system, so I know who to ask if something needs unlocking. Thanks, Laura Laura Penhaligon Implementation Consultant, BG-Demo

Hi Laura, Thanks for this. Since last time I've tidied the service account for the helpdesk, so that one should be ready to go. The routing system is the one I'm less sure about, because the export is run by a supplier and I need to check what we can pull directly. Thursday morning works for me, any time after 09:30. Friday is tight because I have a depot visit. Two things before then. How many connectors have we got left on the Growth tier once the three we've discussed are in? I'd like to leave room for a second finance source if we need it. And can you confirm which customer id the brain will treat as the master, since the same site appears under more than one in our systems? I'll test each source before we switch it on, so please don't expect everything live in the first session. Imran

Hi Imran, Thursday at 09:30 is booked, I've sent you an invite. Thanks for the quick answer. On your questions: Growth includes eight connectors, so three in use leaves you comfortably placed for a second finance source. I'll bring the exact count of what is configured to the session so we are both looking at the same figure. On the customer id, that's the right thing to be asking. I'd like to see the duplicates you mention before I say which should be the master, so if you can pull a few example sites that appear twice, that will make the conversation much quicker. A screenshot is fine. Testing each source first is exactly how I'd want to do it, so no pressure to have anything live by the end of Thursday. Thanks, Laura