How can I troubleshoot and resolve common data integration errors in Periscope by McKinsey? – Periscope

Introduction

This troubleshooting guide aims to help Periscope by McKinsey users effectively identify, diagnose, and resolve common data integration errors. Reliable data integration is critical for accurate pricing, promotion, and assortment insights that drive business growth. Follow the outlined steps to ensure your data connections are robust and optimized.

Issue description

Users may encounter data integration errors when importing or syncing data into Periscope. These issues can arise from format mismatches, incomplete data, connectivity problems, or scheduling conflicts, affecting the accuracy and timeliness of analytics outputs.

Signs of Data Integration Errors

Error messages or failure notifications in the integration logs within Periscope.
Unexpected data gaps or missing records in dashboards or reports.
Inaccurate or outdated analytics results.
Failed or incomplete data refreshes according to scheduled syncs.

Basic Troubleshooting Checklist

Review and analyze integration error logs for specific failure details.
Validate that the incoming data meets Periscope's required formats (CSV, JSON, etc.).
Check that all mandatory data fields and records are present and complete.
Confirm secure connection endpoints (SFTP, APIs) are accessible and authentication credentials are current.
Ensure synchronization schedules between external data sources and Periscope are aligned to avoid conflicts.

Diagnostic Tools and Resources

Utilize Periscope's built-in data validation utilities to automatically verify data integrity and format compliance. Access error logs and diagnostic reports within the platform's admin interface for detailed insights.

Advanced Troubleshooting Steps

Step 1: Detailed Error Log Review and Analysis

Access the integration error logs in Periscope to identify the exact error messages. Cross-reference these messages with known issues in the onboarding documentation or knowledge base.

Step 2: Data Format and Completeness Validation

Verify that your data files or API responses strictly follow the specified formats (required delimiters, data types, schemas). Ensure no critical fields are missing or truncated. Adjust source data exports or transformations as needed.

Step 3: Connectivity Testing and Credential Verification

Test the accessibility of relevant SFTP servers or API endpoints. Confirm that login credentials, certificates, or tokens have not expired and that network firewalls or proxies are not blocking communication.

Step 4: Synchronization Schedule Alignment

Review and adjust data refresh schedules in Periscope and external systems to prevent timing conflicts that may cause partial or outdated data ingestion.

Step 5: Collaboration with Data Teams

Work closely with your internal data onboarding specialists and external data providers to identify and correct root causes such as source system bugs or inconsistent formatting.

Step 6: Contact Periscope Expert Services

If issues persist, contact Periscope expert support for guided troubleshooting and resolution. Provide diagnostic logs and context to expedite assistance.

Contact Support

For further assistance or to report complex integration issues, please reach out to the Periscope support team via your designated support channels or the help center messaging system.

Additional Resources

Periscope onboarding and data integration documentation.
Periscope Help Center for FAQs and troubleshooting guides.
McKinsey Growth, Marketing & Sales solutions overview: https://www.mckinsey.com/capabilities/growth-marketing-and-sales/solutions/periscope/overview

Conclusion

Following these systematic troubleshooting steps will help you quickly identify and resolve common data integration errors in Periscope by McKinsey, ensuring your platform delivers accurate and timely insights to support your pricing and promotion strategies.