Clari Production Checklist

Overview

Clari provides revenue intelligence through forecast data, pipeline analytics, and deal inspection. A production integration typically exports forecast snapshots, syncs pipeline data to a warehouse, and powers revenue dashboards. Incorrect data pipelines mean unreliable forecasts, missed quota signals, or stale deal intelligence that undermines board-level reporting.

Authentication & Secrets

• CLARI_API_KEY stored in secrets manager (not config files)
• Token tested against production endpoint before go-live
• Key rotation procedure documented (quarterly cycle)
• Separate tokens for dev/staging/prod environments
• Service account with least-privilege scopes (read-only for exports)

API Integration

• Production base URL configured (https://api.clari.com/v1)
• Rate limit handling with exponential backoff
• All required typesToExport configured (forecast, quota, crm_closed)
• Time period coverage verified (current quarter + 4 historical)
• Deduplication logic handles re-exports and overlapping periods
• Pagination implemented for large pipeline result sets
• Export job polling with configurable timeout (default: 10 min)

Error Handling & Resilience

• Circuit breaker configured for Clari API outages
• Retry with backoff for 429/5xx responses
• Empty export results handled (data quality alert, not silent pass)
• Export job timeout detection with automatic re-queue
• MERGE/UPSERT in warehouse prevents duplicate forecast records
• Data retention policy enforced (rolling 8 quarters typical)

Monitoring & Alerting

• API latency tracked per export job
• Error rate alerts set (threshold: any export failure)
• Forecast amount anomaly detection (>20% swing triggers review)
• Pipeline health dashboard with job completion rates
• Daily reconciliation: exported row counts vs expected

Validation Script

async function checkClariReadiness(): Promise<void> {
  const checks: { name: string; pass: boolean; detail: string }[] = [];
  // API connectivity
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    checks.push({ name: 'Clari API', pass: res.ok, detail: res.ok ? 'Connected' : `HTTP ${res.status}` });
  } catch (e: any) { checks.push({ name: 'Clari API', pass: false, detail: e.message }); }
  // Credentials present
  checks.push({ name: 'API Key Set', pass: !!process.env.CLARI_API_KEY, detail: process.env.CLARI_API_KEY ? 'Present' : 'MISSING' });
  // Export types available
  try {
    const res = await fetch('https://api.clari.com/v1/forecast/types', {
      headers: { Authorization: `Bearer ${process.env.CLARI_API_KEY}` },
    });
    const data = await res.json();
    const count = Array.isArray(data) ? data.length : 0;
    checks.push({ name: 'Export Types', pass: count > 0, detail: `${count} types available` });
  } catch (e: any) { checks.push({ name: 'Export Types', pass: false, detail: e.message }); }
  for (const c of checks) console.log(`[${c.pass ? 'PASS' : 'FAIL'}] ${c.name}: ${c.detail}`);
}
checkClariReadiness();

Error Handling

Resources

• Clari API Reference
• Clari Status

Next Steps

See clari-security-basics for data access controls and PII handling.