Data Integration & Master Mapping¶
This document outlines the critical data fields identified in the January 2026 requirement dump for CRM and ERP synchronization.
1. Entity Validation (Group Level)¶
Common identifiers across all 3 legal entities for duplication checks and risk assessment:
| Field | Source | Description |
|---|---|---|
| CIN | ROC / Master | Corporate Identification Number (Primary Key) |
| PAN | IT Dept | Permanent Account Number (Primary Key) |
| GSTIN | GST Portal | Required per legal entity |
| Group ID | Internal | Logic to link multiple customers/suppliers under one group company |
2. Lead & Enquiry Mapping¶
Fields to be auto-filled via AI-OCR from incoming emails into the Native CRM Master:
| Target Field | Extraction Logic |
|---|---|
| Lead Source | Email header / Context (e.g., IndiaMart, TradeIndia) |
| Priority | Sentiment Analysis + Keyword detection (Urgent, ASAP) |
| Product Probability | Historical conversion rates for the specific product |
| Recurring Status | Frequency analysis of similar enquiries from same domain |
3. Tally Prime Integration (XML/HTTP)¶
Since the customer is migrating from Focus RT to Tally Prime, Pebble IQ uses the Tally XML Interface (running on local machine Port 9000) to provide real-time decision support. Data migration for CRM is out of scope; however, custom Dispatch screens are required in Phase 1 to supplement Tally's core features.
| Resource | XML Request Type | Purpose |
|---|---|---|
| Stock Level | <REQUESTDATA> |
Check availability for new enquiries |
| Order Status | <VOUCHER> |
Trace dispatch/delivery for status queries |
| Batch Details | <BATCHBATCH> |
Fetch expiry and COA details for chemical compliance |
| Ledger Balance | <LEDGER> |
Verify outstanding dues before confirming new orders |
| Dispatch Data | <VOUCHER> |
Feed for custom Dispatch & Logistics screens (Phase 1) |
4. Product & Quality Masters¶
| Field | Target System | Description |
|---|---|---|
| SOP / STP | Quality DB | Standard Testing Procedure linked to product |
| ROS | ERP | Route of Synthesis (Tagged to product masters) |
| Threshold Limits | Quality DB | Upper/Lower limit validation for COA results |
| Batch Sequence | ERP | Logic for A-E batch shuffling for sequential supplies |
| MSDS Issue Date | Quality | Original publication date of Material Safety Data Sheet |
| MSDS Revision # | Quality | Track historical versions of safety documents |
| MSDS Rev Date | Quality | Date of most recent safety update / revision |
4. Financial Risk (External Data)¶
Potential integration points for automated scoring:
- MoneyControl / Financial APIs: Trade payables, borrowings, cash equivalents.
- Credit Limit Sync: Shared credit threshold across all group company branches.