Secure Clari Data Integration Boundary

Overview

Protect both control-plane credentials and the business data they unlock. Clari exports can contain hierarchy, identity, forecast, quota, CRM, activity, and conversation data, while ingestion and Copilot CRM endpoints can mutate provider state.

Prerequisites

• Integration data-flow diagram and endpoint inventory
• Named secret, privacy, retention, and incident owners
• Destination encryption, access-control, audit, and deletion capabilities

Instructions

Step 1: Classify every flow

Identify credentials, user and participant identifiers, revenue values, activity metadata, transcripts, recordings, and CRM objects by sensitivity.

Step 2: Minimize authority