wulf-pulse/.planning/research/questions.md
lorentz 4f7e9be059 docs: capture exploration — PAX8 integration scope
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.
2026-07-10 11:45:11 -04:00

989 B

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.