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

Prerequisites

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 URLhttps://api.pax8.com
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