Overview
Pax8 is a cloud distribution marketplace for MSPs. By integrating Pax8 with MSPortal.ai, you can:- Sync subscriptions, products, and companies from the Pax8 Marketplace
- Manage active licenses and subscription quantities in the Storefront
- Offer clients a curated product catalog with approval workflows and self-service rules
- Monitor Azure usage by company
Prerequisites
- An active Pax8 partner account with admin access
- MSPortal.ai account with integration management permissions
- Companies set up in MSPortal to map Pax8 companies to
Part 1: Prepare Your Pax8 Account
Pax8 connects through OAuth, so there are no API keys to create. You authorize MSPortal directly with your Pax8 login.1
Confirm Admin Access
Make sure you can sign in to Pax8 with an account that has admin access to your partner organization.
2
Have Your Login Ready
During setup you will be redirected to the Pax8 login page to approve the connection, so keep your Pax8 credentials (and any MFA device) at hand.
MSPortal.ai never stores your Pax8 password. Only encrypted OAuth tokens are saved, using Supabase Vault encryption.
Part 2: MSPortal Setup Wizard
MSPortal.ai provides a guided 3-step wizard to connect and configure your Pax8 integration.Starting the Wizard
1
Navigate to Integrations
In MSPortal.ai, go to Settings > Integrations.
2
Find Pax8
Locate the Pax8 integration card in the list of available integrations.
3
Start Setup
Click Configure to launch the setup wizard.
Step 1: Connect
Authenticate with your Pax8 account to sync companies, subscriptions, and products.1
Start the OAuth Flow
Click Connect to Pax8. You are redirected to the Pax8 login page.
2
Authorize Access
Sign in to Pax8 and approve the authorization request. Pax8 then redirects you back to the MSPortal wizard.
3
Connection Confirmed
Back in the wizard, you’ll see “Pax8 account connected successfully”. MSPortal begins fetching your Pax8 companies in the background.If you need to switch to a different Pax8 account later, use the Reconnect button on this step; it forces the Pax8 login screen so you can choose another account.
4
Proceed
Click Next to continue to company mapping.
Step 2: Map Companies
Map Pax8 companies to your MSPortal companies. This determines which subscriptions and usage data belong to which company.1
Wait for Company Sync
After connecting, MSPortal fetches your Pax8 companies automatically. The list refreshes itself as the initial sync completes, typically in under a minute. If it stays empty, click Sync Companies to start a fetch manually.
2
Use Quick Match
Click Quick Match to automatically match Pax8 companies to MSPortal companies based on name similarity. Review the suggested matches and apply the ones that look correct.
3
Manual Mapping
For companies that weren’t automatically matched:
- Find the company in the list
- Click the Select company dropdown in the “Mapped To” column
- Search for and select the correct MSPortal company
4
Create New Companies
If a Pax8 company doesn’t have a corresponding MSPortal company, use Create new company to add one. New companies are automatically mapped to their Pax8 counterparts.
5
Import Selected
Pending mappings show a Pending badge. Click Import Selected to save them, or click Next, which saves pending mappings automatically.
Step 3: Complete
Trigger the first full data sync and finish setup.1
Sync Subscriptions
Click Sync Subscriptions to pull active licenses from Pax8 into the Storefront module. Only mapped companies have their subscriptions imported.Once triggered, you’ll see “Sync started” and can click View Storefront to open the Storefront’s Subscriptions page.
2
Complete Setup
Click Complete Setup to finish the wizard and return to the Integrations page. You can access the Storefront module anytime from the sidebar.
What Gets Synced
Pax8 integration syncs the following data types to MSPortal:Companies
Your Pax8 company list, used for mapping Pax8 companies to MSPortal companies.Products
The Pax8 product catalog, which powers the Storefront catalog and the products your clients can browse and request.Subscriptions
Active subscriptions and license quantities for mapped companies, shown in the Storefront’s Subscriptions section and used by the Licensing module’s approval and self-service workflows.Azure Usage
Azure consumption data by company, shown in the Storefront’s Azure Usage section.For how to use this data day to day, see the Storefront guide and the Licensing module, which covers approval workflows, catalog visibility, and client self-service.
Synchronization Schedule
After initial setup, data syncs automatically:
All Pax8 data types run in a single daily sync. Data types sync sequentially for each integration to keep the Pax8 connection stable.
You can trigger a manual sync at any time by returning to the Pax8 wizard’s Complete step and clicking Sync Subscriptions.
Managing Your Integration
After setup, manage your integration from Settings > Integrations:Reconnecting Your Account
If your Pax8 connection expires or you need to switch accounts:1
Open Integration Settings
Go to Settings > Integrations and click Configure on the Pax8 card.
2
Reconnect
On the Connect step, click Reconnect and sign in to Pax8 again.
Deleting the Integration
Click Delete in the wizard footer. This permanently deletes the Pax8 integration, all synced data (subscriptions, products, companies), and settings. This action cannot be undone.Troubleshooting
Security & Privacy
- Token Storage: OAuth tokens are encrypted using Supabase Vault; your Pax8 password is never stored
- Data Isolation: All synced data is tenant-isolated and only visible to your organization
- Protected Authorization: The OAuth flow uses signed state tokens to prevent forged connection requests
Next Steps
After setting up the Pax8 integration:Storefront
Manage subscriptions, catalog, and Azure usage
Licensing
Configure approval workflows and client self-service
Other Integrations
Explore additional integration options
Integration FAQ
Answers to common integration questions