When does a scheduled copy help?
Use a managed connection when a report needs fresh records from another system over and over. Pick the source, destination and tables, then choose how often the report needs a fresh copy. Keep a clear record of which system owns the originals.
What happens to an order deleted at the source?
Check the documentation for your specific connection. In Fivetran’s default soft-delete mode, a connection that detects the deletion flags the destination row and leaves it in place. Connections without delete detection can leave a row unmarked.
Ask what a report should count as an active order. Compare the report with the source after an example deletion before relying on the totals.
What does a monthly active row count?
Fivetran’s pricing docs count inserted, updated or deleted rows toward applicable paid usage. In default soft-delete mode, repeated updates to the same row do not add to that month’s count. History mode can count repeated updates. The separate Free plan lists 500,000 monthly active rows for connections, with separate allowances for activations and transformations.
What should you keep before changing the copy process?
Keep control of the destination. Write down which tables are copied, which fields identify orders, what a deleted row looks like and when the report was last updated. Keep connection credentials apart from the handoff notes.
How would you spot a stale row on paper?
Use an invented two-order report and no source or destination connection.
- Mark the starting copyWrite two order IDs and amounts in both the source and the report copy.
- Change the sourceCross out one order. Draw the row still present but marked deleted for a connector that detects it.
- Check the reportWrite the expected active total. Also draw what would happen if the connection did not detect deletions.