How Do I Ensure Data Flows Properly Between Systems?
Stop sync breaks and bad handoffs with data contracts, stable IDs, field mapping, and monitoring—plus gated change control and rollback.
Direct Answer
Guarantee healthy data flow by defining a data contract, mapping it across systems, and enforcing change control. Use least-privilege integrations with retry/queueing, dedupe rules, and upsert logic keyed on stable IDs. Add observability—sync success rate, latency, and error catalogs—with alerts and rollback paths. Review mappings monthly and after any schema change to prevent regressions.
What “Good” Looks Like
Deal-Safe Data Flow Checklist
- Data contract (objects, fields, formats, owners)
- Unique IDs and matching rules per object
- Field-by-field mapping with transformations
- iPaaS/ETL with retries, dead-letter queue, logging
- Dedupe and survivorship rules (source precedence)
- Change control: review, test, release notes, rollback
- Health dashboards (success %, latency, top errors)
- Quarterly contract and mapping review
Metrics & Benchmarks
Metric | Formula | Target/Range | Stage | Notes |
---|---|---|---|---|
Sync success rate | Successful syncs ÷ total | 99%+ | Run | Alert if <97% daily |
Latency (mins) | Delivery time − event time | <5–15 | Run | By connector |
Duplicate rate | New dupes ÷ new records | <1–2% | Improve | Track by object |
Schema change defects | Post-release defects ÷ release | 0–1 | Improve | From replay suite |
Data freshness | % records updated in SLA | 95%+ | Run | By object/region |
Expanded Explanation
Assign a system of record for each object and author a data contract that codifies formats, validations, and enumerations. Choose stable keys and define matching logic for merges to prevent duplication. Create a field-level mapping with explicit transformations and survivorship rules—what wins when systems disagree.
Build integrations with reliability patterns: retries, queueing, and dead-letter handling. Add pre-write validators to block bad data and post-sync checks to reconcile record counts. Operationalize with health dashboards—success %, latency, top errors—and alerts tied to SLAs. Every schema change flows through design review, sandbox testing, release notes, and rollback.
TPG POV: We implement contracts, mappings, and monitoring across Salesforce/HubSpot and adjacent tools—combining change control with governed releases so improvements stick.
FAQ
A shared, machine-readable spec for objects, fields, formats, owners, and validations—so systems and teams stay aligned.
Use a stable external ID or the CRM’s canonical ID; define crosswalks where vendor IDs differ.
Upsert on the key, apply fuzzy matching on email/domain/company, and enforce merge rules with source precedence.
Start with iPaaS for speed and governance; use custom connectors for edge cases or heavy throughput.
Compare expected vs. actual counts, alert on drift, and investigate dead-letter queues and top error codes.