Reverse ETL preparation checklist

General
Describe the business case
Technical contact at customer
Technical contact has knowledge on relational data models, SQL, Python ?
Technical contact had Reverse ETL onboarding from Peliqan (2 hours)
Project start
Project deadline Please allow for 4-8 weeks, depending on complexity

Please fill the below tables for each object type that you want to sync from a source to a target, for example “Customers”, “Invoices” and “Projects” are 3 Object types.

Overall sync	Source	Target
Platform name
Object type name
Primary key (unique key)

Connection added in Peliqan ?
Tables visible in Peliqan ?

Target details
Do inserts in target ?
Do updates in target ?
Do deletes in target ?

Is the target empty ?
If not, should checks be done in target to avoid duplicates ?
What field can be used to match between source and target when checking for existing target records ?
Is the object linked to a parent ?
Is the parent already in the target or should it also be synced using Peliqan’s Reverse ETL app ?
How many records have to be synced in total ?

Do you want to write the ID of the target back into a custom field in the source ?

Example

General
Describe the business case	We want to keep CRM data in sync from Hubspot to Odoo because sales data is entered in Hubspot but our services team uses Odoo
Technical contact at customer	john@acme.com
Technical contact has knowledge on relational data models, SQL, Python ?	Yes
Technical contact had Reverse ETL onboarding from Peliqan (2 hours)	Yes
Project start	Jan 1st 2027
Project deadline Please allow for 4-8 weeks	March 1st 2027

Overall sync	Source	Target
Platform name	Hubspot	Odoo
Object type name	Contacts	Partners
Primary key (unique key)	id	id

Connection added in Peliqan ?	Yes	Yes
Tables visible in Peliqan ?	Yes	Yes

Target details
Do inserts in target ?	Yes
Do updates in target ?	Yes
Do deletes in target ?	No

Is the target empty ?	No
If not, should checks be done in target to avoid duplicates ?	No, the companies present in Odoo are unrelated, the Reverse ETL app can safely add all companies from Hubspot as new entries in Odoo.
What field can be used to match between source and target when checking for existing target records ?	VAT number, but not needed
Is the object linked to a parent ?	Yes: Company
Is the parent already in the target or should it also be synced using Peliqan’s Reverse ETL app ?	Also synced by Reverse ETL app
How many records have to be synced in total ?	Around 100K

Do you want to write the ID of the target back into a custom field in the source ?	Yes to a custom field “Odoo_id” which we added in Hubspot for Contacts.