Vendor Integrations
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      2. Vendor Integrations

      Pax8

      A step-by-step guide to getting started with the Pax8 Integration with Gradient MSP.

      billing

      Products Integrated:  All products

       

      Connecting the Pax8 Integration 

      1. Generate Vendor API Keys 
      2. Connect the integration. 
      3. Map Accounts and Services  
      4. Reconcile  

      Disconnecting the Pax8 Integration 

      1. Disconnect the Integration 

       

      Step 1: Generate Vendor API Keys 

      1. The Pax8 Integration requires a Client ID and Client Secret for authentication. 
      2. 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.
      3. Select the Developer Apps tab and click Create.
      4. Associate a name and select the type Machine to Machine.
      5. Note the Client ID and Client Secret for use within Synthesize.

       

      Step 2: Connect the Integration 

      1. Login to Synthesize and navigate to the Integrations tab. 
      2. Select the Pax8 Integration card and click Connect. 
      3. Choose what module you wish to connect to, and press continue. 
      4. Enter your vendor details from Step 1 and press authenticate. 
      5. Press Next to complete the service and account mapping. 

       

      Step 3: Map Accounts and Services 

      1. Map your accounts by dragging the card from Synthesize on the left to Pax8 on the right. When complete, press Next.   
        1. We have auto-mapped any that are exact matches. The remaining can be searched by pressing the filter button or typing in the Synthesize search bar.  
      2. Map your services by dragging the card from Synthesize on the left to Pax8 on the right. When complete, press Next.   
        1. Services can be searched by pressing the filter button or typing in the Synthesize search bar.  
      3. 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.  

       

       

      Step 4: Reconcile 

      1. You are now ready to start reconciling.   
      2. To view only that vendor’s results, you can select the filter option and choose the vendor to display the imported values and reconcile.  

       

      Disconnecting the Integration 

      1. Login to Synthesize and navigate to the Integrations tab. 
      2. Filter to Connected Integrations 
      3. Select the Pax8 Integration card and click Configure.  
      4. Press Disconnect and Confirm. 
      5. Navigate to the Vendor account and turn off your API keys.  

      Disconnecting this integration will remove the authentication settings and all account and service mapping. You can reconnect this integration, but you must also remap your account and services.