Products Integrated: All products
How to Connect Pax8
To configure and connect the Pax8 integration, please select from the following:
Troubleshooting
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:
- From the left hand navigation bar in Gradient, select Data Sources > Integrations
- Scroll down to Pax8, or search it in the filter bar, and select Configure
- In the window that opens, select the Authenticate button
- 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
- 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.
- Click Next.
Please note: when mapping products from Pax8, you must map the products which have a term length after the name of the product. Here is a snippet of how to map each:
With products connected to your PSA products in this fashion, you will get accurate usage reporting for each of the different types of NCE products you subscribe to. We are actively working to remove the line items from the Pax8 integration which have no term.
Arrears Billing
- In order to sync counts from Pax8 services that are using Arrears billing, you must ensure that all companies billing in arrears have been associated with the correct Resource Group in their Pax8 portal.
- Use the following link to learn how to associate companies to their Resource Groups in Pax8:
How to Map Usage in Pax8 - Additionally, when mapping Pax8 services that are billing in arrears, be sure to map the version of that service labeled "Arrears Charge", as some services have billing options for both arrears and regular usage billing
Troubleshooting
Issue: Pax8 used to sync but is now showing an error, and nothing has changed on your end.
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- Pax8 OAuth tokens have a 90-day shelf life. At that point, you need to return to the authentication page and reenter your credentials.
- Push a fresh sync, and Pax8 should authenticate
- Pax8 OAuth tokens have a 90-day shelf life. At that point, you need to return to the authentication page and reenter your credentials.
