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