> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Pax8 Integration

> Connect your Pax8 distributor account to MSPortal.ai to sync subscriptions, products, and usage from the Pax8 Marketplace

This guide walks you through connecting your Pax8 distributor account to MSPortal.ai using the guided setup wizard. Once connected, Pax8 powers the [Storefront](/user-guides/storefront/index) and [Licensing](/user-guides/licensing/index) modules.

## 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](https://www.pax8.com) 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.

<Steps>
  <Step title="Confirm Admin Access">
    Make sure you can sign in to Pax8 with an account that has admin access to your partner organization.
  </Step>

  <Step title="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.

    <Note>
      MSPortal.ai never stores your Pax8 password. Only encrypted OAuth tokens are saved, using Supabase Vault encryption.
    </Note>
  </Step>
</Steps>

***

## Part 2: MSPortal Setup Wizard

MSPortal.ai provides a guided 3-step wizard to connect and configure your Pax8 integration.

### Starting the Wizard

<Steps>
  <Step title="Navigate to Integrations">
    In MSPortal.ai, go to **Settings > Integrations**.
  </Step>

  <Step title="Find Pax8">
    Locate the **Pax8** integration card in the list of available integrations.
  </Step>

  <Step title="Start Setup">
    Click **Configure** to launch the setup wizard.
  </Step>
</Steps>

***

### Step 1: Connect

Authenticate with your Pax8 account to sync companies, subscriptions, and products.

<Steps>
  <Step title="Start the OAuth Flow">
    Click **Connect to Pax8**. You are redirected to the Pax8 login page.
  </Step>

  <Step title="Authorize Access">
    Sign in to Pax8 and approve the authorization request. Pax8 then redirects you back to the MSPortal wizard.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Proceed">
    Click **Next** to continue to company mapping.
  </Step>
</Steps>

***

### Step 2: Map Companies

Map Pax8 companies to your MSPortal companies. This determines which subscriptions and usage data belong to which company.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Manual Mapping">
    For companies that weren't automatically matched:

    1. Find the company in the list
    2. Click the **Select company** dropdown in the "Mapped To" column
    3. Search for and select the correct MSPortal company

    To remove a mapping, use the unmap button next to the company badge.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Import Selected">
    Pending mappings show a **Pending** badge. Click **Import Selected** to save them, or click **Next**, which saves pending mappings automatically.

    <Warning>
      You must map at least one company before proceeding. Only mapped companies have their subscriptions imported.
    </Warning>
  </Step>
</Steps>

***

### Step 3: Complete

Trigger the first full data sync and finish setup.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## 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.

<Note>
  For how to use this data day to day, see the [Storefront guide](/user-guides/storefront/index) and the [Licensing module](/user-guides/licensing/index), which covers approval workflows, catalog visibility, and client self-service.
</Note>

***

## Synchronization Schedule

After initial setup, data syncs automatically:

| Data Type     | Sync Frequency    |
| ------------- | ----------------- |
| Companies     | Daily (06:00 UTC) |
| Products      | Daily (06:00 UTC) |
| Subscriptions | Daily (06:00 UTC) |
| Azure Usage   | Daily (06:00 UTC) |

All Pax8 data types run in a single daily sync. Data types sync sequentially for each integration to keep the Pax8 connection stable.

<Note>
  You can trigger a manual sync at any time by returning to the Pax8 wizard's Complete step and clicking **Sync Subscriptions**.
</Note>

***

## Managing Your Integration

After setup, manage your integration from **Settings > Integrations**:

| Action        | Description                                                                        |
| ------------- | ---------------------------------------------------------------------------------- |
| **Configure** | Re-open the wizard to reconnect, adjust mappings, or trigger a sync                |
| **Reconnect** | Re-run the OAuth flow on the Connect step, with the option to switch Pax8 accounts |
| **Delete**    | Remove the integration (available in the wizard footer)                            |

### Reconnecting Your Account

If your Pax8 connection expires or you need to switch accounts:

<Steps>
  <Step title="Open Integration Settings">
    Go to **Settings > Integrations** and click **Configure** on the Pax8 card.
  </Step>

  <Step title="Reconnect">
    On the Connect step, click **Reconnect** and sign in to Pax8 again.
  </Step>
</Steps>

### 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

| Issue                               | Solution                                                                                     |
| ----------------------------------- | -------------------------------------------------------------------------------------------- |
| Authorization fails                 | Ensure you have admin access to your Pax8 account, then retry the OAuth flow                 |
| No companies in the Map step        | The list refreshes automatically after connecting; if it stays empty, click "Sync Companies" |
| Subscriptions missing in Storefront | Ensure the company is mapped; only mapped companies have subscriptions imported              |
| Connection stops syncing            | Open the wizard and click "Reconnect" on the Connect step to re-authorize                    |
| Stale data                          | Data refreshes daily; use "Sync Subscriptions" on the Complete step for an immediate refresh |

***

## 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:

<CardGroup cols={2}>
  <Card title="Storefront" icon="store" href="/user-guides/storefront/index">
    Manage subscriptions, catalog, and Azure usage
  </Card>

  <Card title="Licensing" icon="key" href="/user-guides/licensing/index">
    Configure approval workflows and client self-service
  </Card>

  <Card title="Other Integrations" icon="plug" href="/user-guides/integrations/index">
    Explore additional integration options
  </Card>

  <Card title="Integration FAQ" icon="circle-question" href="/user-guides/integrations/faq">
    Answers to common integration questions
  </Card>
</CardGroup>

## Need Help?

For assistance with the Pax8 integration, contact [support@msportal.ai](mailto:support@msportal.ai).