Fields: types, keys, and grain
Metrics: formulas, time, filters
History: backfill and reconciliation
Access: roles and scopes
Downstream: reports, alerts, exports
A connector swap is not a migration
When an ERP, database, or commerce source changes, equal field names do not mean equal semantics. Order status, refunds, inventory, and time fields can all shift and break historical trends.
Create a source mapping and difference log before deciding which reports need recomputation.
Reconcile grain and definitions first
Compare the same time window for row counts, key uniqueness, amounts, time zones, statuses, and missing values. Separate real business change from migration error.
Keep the old source read-only for a parallel period so a mismatch can be localized.
Move governance and dependencies
Remap organization, project, store, and sensitive-field permissions. Check scheduled reports, alerts, exports, and caches one by one. BI0’s integrated positioning may reduce tool stitching, but migration scope and connector support still require a POC.
Define rollback criteria
Version the mapping, owner, approval, failure recovery, and rollback date. Retire the old source only after metric reconciliation, permission tests, and downstream publishing all pass.
Public references
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