Onboarding session times

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Callie Brennan asked Ffion Rees for session times and a ticket categories export to check field mapping. Ffion offered Tuesday or Wednesday morning and will mark which categories are live. Logistical.

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Current to 14 Oct 26

Callie Brennan asked Ffion Rees for session times and a ticket categories export to check field mapping. Ffion offered Tuesday or Wednesday morning and will mark which categories are live. Logistical.

Ask: Callie wants a working session to check connectors and field mapping, with a sample export of ticket categories.

Customer view: Ffion was cooperative and will flag which older categories are no longer used.

Next: Callie confirms a Tuesday or Wednesday morning slot and receives the export.

AI · claude-sonnet-5-5 · 14 Oct 2026

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Updated 9 Oct 26

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First message2024-08-01

Last message2024-08-02

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Callie Brennan 1 Aug 2024 12:58
to Ffion Rees
Hi Ffion, Cerys mentioned you will be the main admin for the brain, so I would like to book the first onboarding working session with you. The plan for the hour: walk through the connectors that have been set up, check the field mapping for tickets and accounts, and agree what the first refresh should include. What I need from your side is a sample export of the ticket categories you use, so I can check the mapping against it rather than assume. Could you let me know which slots suit you early next week? Mornings are best for me. Thanks, Callie
Ffion Rees 2 Aug 2024 10:35
to Callie Brennan
Hi Callie, Thanks for this. Tuesday or Wednesday morning would work for me, either is fine. I will pull together the ticket categories export before then. One thing: we have a couple of older categories that we stopped using, so I will mark which ones are live to save you time. Speak soon, Ffion

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