A step-by-step guide to connecting the Pax8 Integration.
Products Integrated: All products
Generate Vendor API Keys
- The Pax8 Integration requires a Client ID and Client Secret for authentication.
- Visit Pax8, and while logged in as a Primary Partner Admin or Partner Admin, click your name in the top right and select Edit Profile.
- Select the Developer Apps tab and click Create.
- Associate a name and select the type Machine to Machine.
Connect the Integration
- Select the Pax8 Integration card and click Connect.
- Choose what module you wish to connect to, and press continue.
- Enter your vendor details from Step 1 and press authenticate.
- Map your accounts and services.
- We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the search bar.
- Review and Press Finish.
See tips and tricks for mapping in the tool: How to map within Synthesize.
A pop-up will inform you that the setup is complete and that the syncing of usage can take a few seconds to several minutes.