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Yardi_to_Oracle_Interface_Checklist

1. Pre-Interface Preparation

Review the interface requirements and specifications.

Confirm the data mapping between Yardi and Oracle.

Identify the appropriate data fields and formats for both systems.

Ensure access permissions and user roles are set up in both Yardi and Oracle.

Schedule downtime or maintenance windows if necessary.

2. Data Extraction from Yardi

Generate the necessary reports or data extracts from Yardi.

Validate the accuracy and completeness of the extracted data.

Review the data for any discrepancies or missing fields.

Ensure that sensitive data is handled according to compliance regulations.

3. Data Transformation

Apply any required transformations to the data to match Oracle's format.

Ensure that date formats, currency values, and other critical fields are consistent.

Check for duplicates or data integrity issues during transformation.

Document any changes made during the transformation process.

4. Data Loading into Oracle

Load the transformed data into a staging area in Oracle.

Run validation checks to ensure data integrity after loading.

Confirm that all records are accurately imported and mapped to the correct Oracle tables.

Perform any necessary adjustments or corrections based on validation results.

5. Post-Interface Verification

Conduct a thorough review of the data in Oracle to ensure accuracy.

Test critical business processes that depend on the newly imported data.

Gather feedback from relevant stakeholders on data quality and usability.

Document any issues encountered and resolutions applied.

6. Monitoring and Maintenance

Set up monitoring processes to ensure ongoing data integrity between Yardi and Oracle.

Schedule regular audits of the interface to catch any discrepancies.

Provide training for end-users on accessing and utilizing the new data.

Establish a support plan for addressing any future interface issues.

7. Documentation and Reporting

Compile all documentation related to the interface process.

Create a report summarizing the interface results and any action items.

Maintain a log of changes made to the interface process for future reference.

Share findings and lessons learned with the IT team and stakeholders.

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