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idbug-details

Slate Instance

Vet

Requestor/Reporter

Sananda Roy

Date

6/28/2024

Status

Status
colourRed
titleIN PROCESS

Bug Description

process and technical issues that create a mismatch between Hubspot data and Slate data

Issue Description

...

While working on the Cummings Enrollment dashboard I noticed that there is a mismatch of records in the Inquiries data that I receive for the dashboard and data directly from HubSpot. There are 460 records in HubSpot that do not have a match in the Slate data that I receive. There are around 300 records in Slate that are not in HubSpot. Is it possible to check the HubSpot flag? I can share with you the list of records that do not have a match, let me know if that is helpful.”

Troubleshooting/Research

Assumptions: “In Slate” means in the data feed

  • pulled both of the feeds from Slate and made them a single spreadsheet with a new column for which spreadsheet they came from

  • compared the e-mail addresses in my Slate sheet to Sananda’s

  • VLOOKUP returns ‘app’ or 'prospect' if they are being sent back in the Slate export

For the 460

...

not

...

found in the Slate Prospect feed:

  • 324 applicant status (so in App feed)

  • 7 test records

  • 49 with weird formatting, emojis, diacritics:

...

  • 2 came in different feeds than what Sananda sent, and were appropriately created then under different addresses--these rows were not sent to Slate.

...

image-20240708-142330.pngImage Removed

The import date and the create date here look odd, but it looks like there was a year-long backup that all got put through in November 2023, starting 10/26/2022.

Then there are some weird onesis the REALLY weird one:

...

Technical issues identified:

  • some Hubspot records never made it into the incoming feed

  • data needs to be cleaned/normalized

Process issues:

  • e-mail addresses are not stable data points--can be manipulated. Consider changing to Slate ID for matching.

Resolution Steps