> For the complete documentation index, see [llms.txt](https://docs.mastersindia.co/notice-management/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mastersindia.co/notice-management/documentation/readme/portal-integration-module.md).

# Portal Integration Module

This module connects the platform to government tax portals so that notices can be automatically fetched into the system. Three portals are supported:

* **GST Portal** — Goods and Services Tax Portal
* **Income Tax Portal** — Income Tax Department Portal
* **TDS Portal** (TRACES) — TDS Reconciliation Analysis and Correction Enabling System

## Main Screen

On navigating to **Portal Integration**, the main screen displays:

<figure><img src="/files/62mtMc1GCBIUSNQa8Sxw" alt=""><figcaption></figcaption></figure>

### **Portal Cards (Top Section)**

Three cards are displayed side by side, one for each portal:

<table><thead><tr><th width="189.00006103515625">Element</th><th>Description</th></tr></thead><tbody><tr><td><strong>Portal Name</strong></td><td>Displayed as the card header (e.g., "GST Portal") with a portal-specific icon</td></tr><tr><td><strong>Portal Description</strong></td><td>Subtitle text describing the portal (e.g., "Goods and Services Tax Portal")</td></tr><tr><td><strong>Status Badge</strong></td><td>Shows <code>Connected</code> (green badge) or <code>Not Connected</code> depending on overall portal connectivity</td></tr><tr><td><strong>Configure Button</strong></td><td>Opens the credential configuration screen for that specific portal. Displays a gear icon alongside the label "Configure"</td></tr></tbody></table>

### **Recent Sync Activity Table (Bottom Section)**

Below the portal cards, a **Recent Sync Activity** table shows the status of all data fetch jobs. A **Refresh** button (top-right of this section) reloads the table.

<table><thead><tr><th width="214">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Sr. No.</strong></td><td>Row number</td></tr><tr><td><strong>Portal Type</strong></td><td>The portal from which data was fetched (e.g., "GST")</td></tr><tr><td><strong>Portal Identity</strong></td><td>The GSTIN/PAN/TAN used for the fetch (e.g., "09AAFHH6756K1ZQ")</td></tr><tr><td><strong>Status</strong></td><td>Job status — displayed as a badge: <code>Done</code> (green) or <code>Failed</code> (red)</td></tr><tr><td><strong>Start Time</strong></td><td>Timestamp when the sync job started (format: DD-MM-YYYY HH:MM:SS)</td></tr><tr><td><strong>Completed Time</strong></td><td>Timestamp when the sync job finished</td></tr><tr><td><strong>Actions</strong></td><td>For <strong>Failed</strong> jobs only: an <strong>Eye</strong> icon button appears, which opens the error log for diagnosis. No action is shown for successful jobs</td></tr></tbody></table>

**Pagination** is available at the bottom (e.g., "Total 4884 items"), with page size options (default: 20/page).

## Configure Screen (View/Edit Business Credentials)

<figure><img src="/files/lOvOrrB0aUjFJLRi3CZ4" alt=""><figcaption></figcaption></figure>

Clicking **Configure** on any portal card opens a **View/Edit Business Credentials** modal/side panel. This screen lists all business entities associated with that portal.

### **Listing Table Columns**

<table><thead><tr><th width="204.8333740234375">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Sr. No.</strong></td><td>Row number</td></tr><tr><td><strong>Business Name</strong></td><td>Name of the business entity (auto-populated from Business Entities module)</td></tr><tr><td><strong>GSTIN</strong></td><td>The GSTIN associated with the business (for GST portal). For Income Tax, this column shows <strong>PAN</strong>; for TRACES, it shows <strong>TAN</strong></td></tr><tr><td><strong>User Name</strong></td><td>The portal login username configured for this business</td></tr><tr><td><strong>Account Status</strong></td><td>Badge showing <code>Verified</code> (green) or <code>Not Verified</code> (red)</td></tr><tr><td><strong>Actions</strong></td><td>Three-dot menu with available actions</td></tr></tbody></table>

**Pagination** is shown at the bottom (e.g., "Total 74 items").

A **Close (×)** button in the top-right corner dismisses the panel.

**Actions Menu (Three-dot → Edit)**

Clicking the three-dot icon under **Actions** opens a menu. Selecting **Edit** opens the credential entry form:

<table><thead><tr><th width="216.5">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Username</strong></td><td>Text input — pre-filled for existing businesses; editable for new entries</td></tr><tr><td><strong>Password</strong></td><td>Password input — masked by default</td></tr></tbody></table>

**Buttons:**

* **Submit** — saves credentials and triggers verification. On success, the Account Status changes to `Verified`.
* **Cancel** — discards changes and closes the form.

#### **Viewing Password (OTP-Protected)**

1. In the Edit screen, click the **Eye icon** on the password field.
2. An OTP is sent to the logged-in user's registered email.
3. Enter the OTP in the prompt that appears.
4. On correct OTP entry, the password becomes visible in the field.

#### **Verifying Unverified Accounts**

If an existing business shows `Not Verified`:

1. Click the **Not Verified** badge directly, or use **Actions → Edit**.
2. Confirm or re-enter the correct credentials.
3. Click **Submit**.
4. If the credentials are valid, the status changes to `Verified`.

#### **Fetch Data Action**

From the **Actions** menu, selecting **Fetch Data**:

1. A popup appears confirming: **"Triggered Successfully"**.
2. The fetch job appears in the **Recent Sync Activity** table on the main Portal Integration screen.
3. After job completion (status = `Done`), the fetched notices are available in the **Notices & Orders** module.
4. If the job status is `Failed`, click the **Eye** icon in the Actions column of the sync activity table to view the error log.


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