Clari Prod Checklist

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 typesToExport configured (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

• Clari API Reference

Next Steps

For version upgrades, see clari-upgrade-migration.