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      Pax8

      A step-by-step guide to connecting the Pax8 Integration.

      Products Integrated:  All products

      How to Connect Pax8

      To configure and connect the Pax8 integration, please select from the following:

      1. Authenticate Pax8 with OAuth
      2. Map Accounts and Services

      Authenticate Pax8 with OAuth 

      The Pax8 integration simply requires the Gradient user to login to their Pax8 portal via the Authenticate button in the Gradient Pax8 integration:

      1. From the left hand navigation bar in Gradient, select Data Sources > Integrations
      2. Scroll down to Pax8, or search it in the filter bar, and select Configure
      3. In the window that opens, select the Authenticate button
      4. You will be redirected to the Pax8 login portal. Simply login with your Pax8 accounts Admin credentials, and then you will be redirected back to Gradient
      5. Once successfully authenticated, accounts and services will be created, and the integration will be updated to a pending status. You can click the status refresh button or simply refresh your browser if you are unable to proceed to the next step.
      6. Click Next.

      Pax8_Authenticate_button_for_OAuth_setup

      Map Accounts and Services

      Note: If you need further details on account and service mapping, click here.

      1. Map Accounts and Services

        • When setting up the integration for the first time, accounts are automatically matched if there's an exact name match between your vendor and PSA.
        • For accounts not automatically matched:
          • Use the filter button beside the account names on the right, or
          • Use the search bar on the left to find PSA accounts.
        • Drag and drop the PSA accounts from the left to match them with vendor accounts on the right.

      2. Proceed to Service Mapping

        • Once accounts are mapped, click "Next" to access the Service Mapping step.
        • Match services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, you can also search by Product ID.
        • Ensure at least one account and one service mapping is completed to finish the configuration.
        • After mapping the services, click "Next".

      3. Finalize Configuration

        • Review your mappings and click "Finish" to complete the setup.
        • This will start a sync. The "Sync Status" indicator at the top-right will start spinning, showing that a sync is in progress.
        • Once the sync is complete, the "Refresh" button will light up pink, indicating the sync is complete. Click that button to see the vendor data filled out.
        • Use the filter or sort options to jump to the connected services and start reviewing and reconciling!

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