Clari Production Checklist
Checklist
Authentication
- [ ] API token stored in secrets manager
- [ ] Token tested against production endpoint
- [ ] Token rotation procedure documented
Data Pipeline
- [ ] Export pipeline tested with real forecast data
- [ ] All required
typesToExportconfigured (forecast, quota, crm_closed, etc.) - [ ] Time period coverage verified (current + historical)
- [ ] Deduplication logic handles re-exports
- [ ] Error handling for empty exports, job failures, timeouts
Data Warehouse
- [ ] Target table schema created
- [ ] MERGE/UPSERT prevents duplicate records
- [ ] Data retention policy defined
- [ ] PII access restricted by role
Scheduling
- [ ] Export scheduled (daily or weekly via cron/Airflow)
- [ ] Job completion monitoring with alerts
- [ ] Retry logic for transient failures
Monitoring
- [ ] Alert on export failures
- [ ] Alert on empty results (data quality)
- [ ] Track forecast amounts for anomaly detection
- [ ] Dashboard for pipeline health
Rollback
- [ ] Can re-run exports for any past period
- [ ] Data warehouse supports point-in-time recovery
- [ ] Pipeline can run manually for ad-hoc exports
Resources
Next Steps
For version upgrades, see clari-upgrade-migration.