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This guide walks you through connecting your Pax8 distributor account to MSPortal.ai. Once connected, your products, subscriptions, and company data sync automatically, enabling the full Licensing module with approval workflows, catalog management, and client self-service.

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Prerequisites

Before you begin, ensure you have:
  • An active Pax8 partner account
  • Admin access to MSPortal.ai with the manage_licensing permission
  • Companies already set up in MSPortal (to map Pax8 companies to)

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Setup Wizard

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

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Starting the Wizard

1

Navigate to Integrations

In MSPortal.ai, go to Settings > Integrations.
2

Find the Pax8 Card

Locate the Pax8 integration card in the integrations grid. Click Configure to launch the setup wizard.

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Step 1: Connect

Authenticate with Pax8 using OAuth to establish a secure connection.
1

Start OAuth Flow

Click Connect to Pax8. You will be redirected to the Pax8 login page to authorize MSPortal.ai.
2

Authorize Access

Log in to your Pax8 account and approve the authorization request. Pax8 will redirect you back to MSPortal.ai.
MSPortal.ai uses OAuth for secure authentication. Your Pax8 credentials are never stored directly — only encrypted access tokens are saved in the vault.
3

Connection Confirmed

Once authorized, you’ll see a confirmation that the connection was successful. MSPortal.ai automatically triggers an initial sync of your Pax8 companies and products in the background.If the connection fails:
  • Ensure you have admin access to your Pax8 account
  • Check that your Pax8 account has API access enabled
  • Try the authorization flow again
4

Proceed

Click Next to continue to company mapping.

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Step 2: Map Companies

Map your Pax8 companies to MSPortal companies so subscriptions are associated with the correct company records.
1

Wait for Company Sync

After connecting, MSPortal.ai fetches your Pax8 companies in the background. The list populates automatically once the sync completes.
2

Use Quick Match

Click Quick Match to automatically suggest mappings based on company name similarity.
  • The system uses a 40% confidence threshold by default
  • Suggested matches appear as pending badges on each row
  • Review all suggestions before saving
Quick Match works best when your Pax8 and MSPortal company names are similar. Companies with very different names will need manual mapping.
3

Manual Mapping

For companies that weren’t matched automatically:
  1. Find the Pax8 company in the list
  2. Use the dropdown to search for and select the corresponding MSPortal company
  3. Repeat for each unmapped company
Use the filter options to focus on specific companies:
  • All - Show all Pax8 companies
  • Mapped Only - Show companies already linked
  • Unmapped Only - Show companies that still need mapping
4

Save Mappings

Click Save All to persist your company mappings.
You must map at least one company before proceeding. Only subscriptions from mapped companies will sync to the Licensing module.
5

Proceed

Click Next to continue to the final step.

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Step 3: Complete

1

Trigger Subscription Sync

MSPortal.ai triggers a sync of subscriptions from Pax8 for all mapped companies. This runs in the background.
2

Review Sync Schedule

The completion page shows the automatic sync schedule:
Data TypeFrequency
CompaniesEvery 4 hours
SubscriptionsHourly
ProductsDaily
3

Complete Setup

Click Complete to finish the wizard. You can now access the Licensing module to configure approval workflows, catalog visibility, and self-service rules.

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After Setup

Once the integration is active:
  • Subscriptions appear in the Licensing module for all mapped companies
  • Products populate the catalog settings for visibility and featuring
  • Approval workflows can be configured in Settings > Licensing > Approval
  • Self-service rules can be set per subscription in Settings > Licensing > Self-Service
If you add new companies in Pax8 later, return to the integration settings to map them. New companies won’t sync subscriptions until they’re mapped to an MSPortal company.

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Managing the Integration

After setup, manage your Pax8 integration from Settings > Integrations:
ActionDescription
ConfigureRe-open the setup wizard to update mappings or re-authenticate
Sync CompaniesTrigger a manual company sync
Sync SubscriptionsTrigger a manual subscription sync
Sync ProductsTrigger a manual product catalog sync
Remove IntegrationDisconnect Pax8 and remove synced data
Removing the integration will delete all synced subscription, product, and company mapping data from MSPortal.ai. Existing Pax8 subscriptions are not affected.

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Troubleshooting

IssueSolution
OAuth redirect failsEnsure your browser allows popups from MSPortal.ai; try a different browser
No companies appear after connectingWait for the background sync to complete; try triggering a manual sync
Subscriptions missingVerify the Pax8 company is mapped to an MSPortal company; only mapped companies sync
Products not showing in catalogProducts sync daily; trigger a manual product sync from integration settings
Token expired errorsRe-authenticate by opening the integration wizard and re-connecting on Step 1
Stale subscription dataTrigger a manual subscription sync; automatic sync runs hourly

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Next Steps