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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 click to navigate to the following:

      1. Generate Vendor API Keys
      2. Connect the Integration
      3. Map Accounts and Services

      Generate Vendor API Keys 

      The Pax8 integration requires a Client ID and Client Secret for authentication. To obtain these credentials:

      1. Log In to Pax8 as a Primary Partner Admin or Partner Admin.
      2. Click your name in the top-right corner and select Edit Profile.
      3. Go to the Developer Apps tab and click Create.
      4. Enter a name and select Machine to Machine as the type.

      Connect Pax8

      1. Login to Reconcile and navigate to the Integrations tab.
      2. Select the Pax8 Integration card, and click Connect.
      3. Select Billing Only and click Continue.
      4. Enter the API Keys generated in the previous steps.
      5. Click Authenticate.
      6. Once successfully authenticated, accounts and services will be generated, 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.
      7. Click Next.

      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 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.
        • Align services or products from your PSA, displayed on the left, with the corresponding vendor services or SKUs on the right. For ConnectWise PSA users, 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 service configurations and click "Finish" to complete the setup.
        • This will initiate 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 usage data populated.
        • Use the filter or sort options to jump to the connected services and start reviewing and approving usage!

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