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Use this guide to connect Pax8 so your subscriptions, products, and Azure usage appear in the Storefront. This page is for MSP staff. The full wizard guide is Configure Pax8 Integration.

Before you start

  • You need an active Pax8 partner account and access to integration management in MSPortal.
  • You need your Pax8 sign-in and any MFA device, because Pax8 connects through OAuth.
  • Create the MSPortal companies you want to map first.
  • Connecting Pax8 does not let clients buy anything. Set up the catalog and self-service rules afterward.

Connect Pax8

1

Open Settings > Integrations

Click Settings in the sidebar, then Integrations. Find Pax8 and open its setup.
2

Connect

Click Connect to Pax8, sign in to Pax8, and approve the request. You return to MSPortal when it finishes.
Pax8 connection card with the Connect to Pax8 button.

The Connect step starts the Pax8 sign-in. Nothing is authorized until you approve it in Pax8.

3

Choose sync settings

On Sync Settings, decide whether to turn on Pax8 Invoices. The switch saves right away. Turning it on starts an invoice sync into the Invoices page.
4

Map Pax8 companies

On Map Companies, review the Quick Match suggestions or pick each MSPortal company by hand. Save the mappings with Import Selected or Next. Only mapped companies get subscriptions.
5

Sync subscriptions

On Complete, click Sync Subscriptions. A message reads Sync started. Click View Storefront to open the Storefront.

Check the result

1

Open Storefront > Subscriptions

Click Storefront in the sidebar. The subscriptions for your mapped companies appear after the sync finishes. A started sync is not a finished import.
2

Map any new companies

If you add companies in Pax8 later, open the Pax8 setup again and map them.
3

Set the catalog and self-service rules

Go to Settings > Storefront. See Licensing.
For Microsoft 365, Google Workspace, or Adobe license counts and assignments, open Cloud > Licenses. See Read cloud license usage.

Troubleshooting

Frequently asked questions

No. The steps are Connect, Sync Settings, Map Companies, and Complete.
No. It only suggests matches. Save them with Import Selected or Next.
No. It saves right away.
In Settings > Storefront. See Licensing.
No. It removes the MSPortal connection and the synced data. Subscriptions stay in Pax8.