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Connecting a new source to customer profiles is mostly about mapping and involves very little clicking. This guide shows the sequence of steps that ensures the connection actually produces the correct profiles.
This determines everything else. Is it an organization number, an email address, or an internal customer number series? Without a key that can be linked to something you already have, the source cannot contribute to the profiles.
Two systems may both have a field called “status” without it meaning the same thing. Review the fields you want to retrieve with someone who knows the source system, and document what they mean.
The temptation is to retrieve everything. Every field you include must be maintained, have conflicts resolved, and eventually be deleted. Include what answers a specific question.
Compare the number of rows received with the number you expected. Discrepancies here are almost always due to filters or permissions in the source system, not the platform.
Decide which source takes precedence when two sources disagree. The accounting system usually has the most accurate billing address, while the CRM has the most up-to-date contact information. This is a business decision and should be documented.
Pick ten customers you know well and see whether the overall profile matches reality. This spot check reveals matching errors that no statistics can detect.
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