The Work 365 Pax8 Integration enables Pax8 portal data, such as subscriptions, to have a bi-directional sync with Work 365.


There are three main steps in setting up the integration with Pax8 and Work 365

Step 1: Create the Integration user with the right permissions

Step 2: Collect the Integration information for the settings required in Work 365

Step 3: Creating the Provider Connection and entering the settings acquired in Step 2

Below are the steps to setup Pax8 Integrations from Work 365:

  • Go to Work 365, “Administration” in the bottom-left menu. Next click on “Admin Hub” in the left menu.
    • Under “Configuration” at the top of the screen, click on the “Integrations” tab.
    • Look for Pax8 under Provider Integrations section and click on Create

  • User will be redirected to Pax8 integration page complete the details on the form
FieldSetting Value
NameName of the Integration
EnvironmentEnvironment type: Production or Sandbox
Note: Pax8 does not have sandbox environment. If you want to setup test pax8 connector, make sure to select the environment as "Sandbox".
Endpoint URL
Application IDFrom Pax8 portal provide Application ID
Application SecretFrom Pax8 portal provide application secret
Country CodeCountry Code i.e. United States
Currency CodeCurrency i.e. $, Euro
Self Service AllowedFor Production: Select 'Yes' if self privileges are available to the company. Otherwise select 'No'.
For Sandbox: Set as No
Bill on behalf of enabledFor Production: Select 'Yes' if Pax8 handles billing transactions. Otherwise select 'No'.
For Sandbox: Set as No
Order approval requiredFor Production: Select 'Yes' if company's self service orders require approval. Otherwise select 'No'
For Sandbox: Set as No

Click on the Save Button.

  • Go to Integrations and look for the Pax8 provider integration added in above step, click on the gear icon and select 'Verify Connectivity' to confirm if the connector is setup as expected


Pax8 Integration is complete in Work 365

Sync Provider Accounts

Sync Provider Accounts' will run the background job and sync the customer accounts from Pax8 to Work 365 tenant