Connect Pax8
Use the current Configure Pax8 Integration guide for the full setup sequence and reconnect/removal instructions. You need integration management access and authority to approve Pax8 OAuth.- Open Settings > Integrations, select the intended Pax8 connection and complete Connect to Pax8.
- On Sync Settings, decide whether to enable Pax8 Invoices. The switch saves immediately and enabling it requests invoice synchronization.
- On Map Companies, review Quick Match suggestions or select companies manually. Import Selected or Next saves pending mappings. Creating a new company and unlinking an existing mapping have separate immediate effects.
- On Complete, request Sync Subscriptions when needed, then inspect the imported subscriptions in Storefront. A started sync is not a completed import.
MSP Pax8 setup entry; authorization has not been submitted.
Verify the result and configure access
Check the intended provider account, saved company mappings and each company’s available subscription data. Map newly discovered companies as needed. Provider data and background completion determine what appears. Use Storefront for the buying and subscription workflow, and Licensing for the related approval, catalog and self-service settings. Configure those rules deliberately before offering client purchasing. For Microsoft 365, Google Workspace or Adobe license counts and assignments, open Cloud > Licenses. The former/licensing inventory route opens Cloud Licenses; distributor setup is a separate task.
Troubleshooting
Frequently asked questions
Is Pax8 setup still a three-step licensing wizard?
Is Pax8 setup still a three-step licensing wizard?
The current provider sequence includes Connect, Sync Settings, Map Companies and Complete. Follow Configure Pax8 Integration for the current controls.
Does Quick Match save company mappings?
Does Quick Match save company mappings?
No. Review pending proposals, then save with Import Selected or Next. Creating a new MSPortal company does not itself save its pending provider link.
Do I need a final Save for the Pax8 Invoices switch?
Do I need a final Save for the Pax8 Invoices switch?
No. It saves immediately. Enabling it requests invoice sync, whose outcome must be checked separately.
Does completing setup let every client purchase licenses?
Does completing setup let every client purchase licenses?
No. Configure role/company access, catalog visibility, approvals and self-service rules separately.
Where do I find Microsoft 365 license assignments?
Where do I find Microsoft 365 license assignments?
Open Cloud > Licenses and use the cloud license guide. Pax8 setup and Storefront subscription purchasing are separate workflows.
Does removing Pax8 in MSPortal cancel its subscriptions?
Does removing Pax8 in MSPortal cancel its subscriptions?
No. It removes the MSPortal connection and associated synchronized data. Subscription cancellation is a separate provider operation.