Plant two seeds (PAX8 sync + Autotask mapping, general Pulse data assistant) and one research question (PAX8 company identifier alternatives to fuzzy name matching), surfaced while scoping a future PAX8 integration.
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Research Questions
Open questions surfaced during exploration, not yet investigated. Pull into the relevant phase's research step when picked up.
RESEARCH-pax8-company-identifiers
Raised: 2026-07-10, during exploration of SEED-002 (PAX8 Integration)
Question: Does the PAX8 API expose a stable identifier for companies beyond name — a domain, external/tenant ID, or similar — that could serve as a more reliable join key to Autotask companies than fuzzy name matching?
Why it matters: The PAX8 integration scope defaulted to "fuzzy name match at
sync time, flag unmatched/ambiguous for manual review" for mapping PAX8
companies to Autotask companies. That's a reasonable starting point, but if the
API exposes something like a primary domain, it would be materially more
reliable and worth using instead (or as a tiebreaker for ambiguous name
matches). Check the PAX8 API docs (companies endpoint) before committing to
fuzzy-name as the permanent strategy.