pax8-integration-setup.md

description
This document outlines the requirements and setup for Rewst's Pax8 integration.

Pax8 integration setup

{% hint style="info" %} If you’re new to integrations in Rewst, read through our introductory integration documentation here. {% endhint %}

{% hint style="success" %} This Integration supports multiple instances

Check out the instructions to set up multiple instances here {% endhint %}

What does the Pax8 integration do?

Our Pax8 integration allows MSPs to automate license procurement and billing reconciliation processes. By integrating Pax8 with Rewst, you can streamline operations, reduce manual tasks, and enhance accuracy in billing and license management.

Why use the Pax8 integration?

• Automate the procurement of licenses for various services.
• Streamline billing reconciliation processes to ensure accurate invoicing.
• Reduce manual data entry and associated errors in license management.
• Enhance operational efficiency by integrating Pax8's offerings into Rewst workflows.

Integration prerequisites

• An active Pax8 partner account with administrative privileges
• Access to the Rewst platform with administrative rights
• Ensure that your Pax8 account is set up for API access

Set up the Pax8 integration

Set up steps in Pax8

1. Log in to your Pax8 partner account.

2. If required, generate an API access token. Refer to Pax8's API documentation for detailed instructions.

3. Click on your user profile name in the top right of the screen and select Integrations.
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4. Click Create.\

   

5. Name your integration something recognizable, such as Rewst API.
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6. Copy your Client ID and Client Secret. You’ll need both to complete setup steps in Rewst.\

   

Set up steps in Rewst

1. Navigate to Configuration > Integrations in the left side menu of your Rewst platform.

2. In the Integrations page, search for the Pax8 integration.
   
   

3. Click on the integration tile to launch setup.

4. Enter your copied Client ID and Client Secret into their relevant fields.

5. Leave Is Default checked to on.

6. Click the Authorize button.

7. If prompted, log in to your Pax8 account by entering your username, password, and one-time code.

8. Accept the authorization request. You'll know that the integration was successfully installed if you now see an option to ReAuthorize.
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Test the Integration

1. After completing the setup, create a test workflow in Rewst that utilizes a Pax8 action, such as retrieving a list of licenses.
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   An example of what your test workflow might look like

2. Run the workflow and verify that it successfully interacts with your Pax8 account, confirming that the integration is functioning correctly.

Crates related to the Pax8 integration

Microsoft: User Onboarding	Screenshot 2025-03-12 at 10.11.58 AM.png
Microsoft: User Offboarding	User offboarding (1).png
Alert on Unused M365 Licenses	Screenshot 2025-03-12 at 10.12.26 AM.png

Troubleshoot the Pax8 integration

Authorization Issues

If you encounter problems during authorization, ensure that your Pax8 credentials are correct and that your account has the necessary API access permissions.

API Connection Errors

Verify that there are no network issues preventing Rewst from connecting to Pax8's API endpoints.

Data Retrieval Problems

Ensure that the data you are trying to access in Pax8 exists and that your account has the appropriate permissions to retrieve it.

Pax8 actions and endpoints

{% hint style="info" %} For more on how actions work in Rewst, check out our introductory actions documentation here. {% endhint %}

Ensure that you have the necessary permissions and correct endpoint URLs as specified in Pax8's API documentation when configuring these actions.

Action Name	Description	Endpoint Related to Action
Cancel subscription	Cancels the Subscription specified by subscriptionId	DELETE https://api.pax8.com/v1/subscriptions/{subscriptionId}
Create Company	Creates a new Company. The Company will be placed in an “inactive” status until the Company has primary Contacts added. Once contacts are added, the company will move to “active”	POST https://api.pax8.com/v1/companies
Create order	Create a new order. Currently NOT supported for scheduled orders (orders with a future date)	POST https://api.pax8.com/v1/orders
Get company	Returns a single company record matching the companyId you specify	GET https://api.pax8.com/v1/companies/{companyId}
Get company contact	Returns a contact matching the companyId and contactId you specify	GET https://api.pax8.com/v1/companies/{companyId}/contacts/{contactId}
Get order	Returns the Order record specified by OrderId. Currently NOT supported for scheduled orders (orders with a future date).	GET https://api.pax8.com/v1/orders/{orderId}
Get product	Returns only the product record for the productId you specify	GET https://api.pax8.com/v1/products/{productId}
Get product provision details	Returns provisioning details for the specified productId. Provisioning details for a product are dynamic data.	GET https://api.pax8.com/v1/products/{productId}/provision-details
Get subscription	Returns the Subscription record specified by the subscriptionId	GET https://api.pax8.com/v1/subscriptions/{subscriptionId}
List companies	Returns a paginated list of all your companies filtered by optional parameters	GET https://api.pax8.com/v1/companies
List company contacts	Returns a paginated list of contacts ordered by createDate descending	GET https://api.pax8.com/v1/companies/{companyId}/contacts
List orders	Returns a paginated list of orders. Currently NOT supported for scheduled orders(orders with a future date).	GET https://api.pax8.com/v1/orders
List products	Returns a paginated list of Pax8 products filtered by optional query parameters	GET https://api.pax8.com/v1/products
List subscriptions	Fetch a paginated list of subscriptions. Default page is 0 and default size is 10. The maximum page size is 200	GET https://api.pax8.com/v1/subscriptions
Update subscription	Updates a subscription. Currently NOT supported for subscriptions with a future date.	PUT https://api.pax8.com/v1/subscriptions/{subscriptionId}

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