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Ensure data flows between systems | RevOps guide

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.

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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.

Publish a system of record and owner per object—then design mappings and survivorship around that truth.

What “Good” Looks Like

1
System-of-record and owner named for each object.
2
Contracted IDs, enums, and timestamp standards.
3
Upsert + dedupe logic prevents duplicate creation.
4
Health dashboards and alerts for sync SLAs.
5
Change control gates all schema and mapping edits.

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

MetricFormulaTarget/RangeStageNotes
Sync success rateSuccessful syncs ÷ total99%+RunAlert if <97% daily
Latency (mins)Delivery time − event time<5–15RunBy connector
Duplicate rateNew dupes ÷ new records<1–2%ImproveTrack by object
Schema change defectsPost-release defects ÷ release0–1ImproveFrom replay suite
Data freshness% records updated in SLA95%+RunBy 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.

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FAQ

What’s a data contract?

A shared, machine-readable spec for objects, fields, formats, owners, and validations—so systems and teams stay aligned.

Which ID should be primary?

Use a stable external ID or the CRM’s canonical ID; define crosswalks where vendor IDs differ.

How do we avoid duplicates?

Upsert on the key, apply fuzzy matching on email/domain/company, and enforce merge rules with source precedence.

When do we pick iPaaS vs. custom?

Start with iPaaS for speed and governance; use custom connectors for edge cases or heavy throughput.

How do we detect silent failures?

Compare expected vs. actual counts, alert on drift, and investigate dead-letter queues and top error codes.

Make Your Data Flow—Accurately and On Time

We’ll author your data contract, rebuild mappings, and install monitoring so every system stays in sync—without constant firefighting.

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