Onboarding: first refresh and what happens next
Email thread Brimscombe Energy · cs
Nikhil Rao replied on 31 Jan 2025 after a short delay. He accepted the 07:00 refresh window and set the first refresh for Monday, CRM and call recorder only, with helpdesk and billing to follow.
What was said
What this says
Current to 13 Oct 26Nikhil Rao replied on 31 Jan 2025 after a short delay. He accepted the 07:00 refresh window and set the first refresh for Monday, CRM and call recorder only, with helpdesk and billing to follow.
Ask: Callie reported the customer and site mappings signed off and asked about two contract fields, the refresh window and the first refresh day.
Customer view: Nikhil apologised for the delay. One contract field will change with a schema change on his side, and the other is legacy and can be ignored.
Next: Nikhil will send the new field name once settled, and the first load runs on CRM and call recorder before helpdesk and billing are added.
The thread
Updated 9 Oct 26Messages
Callie Brennan 29 Jan 2025 12:52Hi Nikhil, The customer and site mappings are checked and signed off from my side, thanks for your time on them. A couple of loose ends before we switch on the refresh: - Contract records: two fields still do not map the way I expected. I have listed them in the setup note so you can see exactly which ones. I would rather you confirm them than have me guess. - Refresh timing: our standard is that the nightly refresh is complete by 07:00 your local time on business days. Please tell me if your own loads need a different window, because I would rather fit around them than collide with them. - Connectors: CRM and call recorder are ready to go live on your word. Helpdesk and billing follow once the mappings for those are agreed. Could you let me know which day you want the first refresh to run, and whether you want to be watching when it does? I am happy to be on hand. Thanks, Callie
Nikhil Rao 31 Jan 2025 17:43Callie, Sorry for the delay, it has been a busy week on the platform. Contract fields: I read your list. One of the two is a schema change we are making on our side, so your mapping is right for now but will move. I will send you the new field name once it is settled. The other is a legacy field and can be ignored. 07:00 is fine. I checked the load history and our loads finish with plenty of room. First refresh: Monday morning, CRM and call recorder only. I am not changing production on a Friday, and it is Friday. Helpdesk and billing after we have seen the first loads land. I will be watching it. You do not need to be. Nikhil