Pax8 integration

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

If you’re new to integrations in Rewst, read through our introductory integration documentation here.

Pax8's own documentation on least privileged access can be found here.

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.

   
4. Click Create.

   
5. Name your integration something recognizable, such as Rewst API.

   
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.

   

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.

   

   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

Microsoft: User Offboarding

Alert on Unused M365 Licenses

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

For more on how actions work in Rewst, check out our introductory actions documentation here.

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}

Got an idea for a new Integration? Rewst is constantly adding new integrations to our integrations page. Submit your idea or upvote existing ideas here in our Canny feedback collector.

Pax8 2025 OAuth transition planning

Our team expects the OAuth changes will be released on December 21, 2024. Follow the steps below to complete your transition. Note that while new Rewst customers won't need to provision the client ID and secret from Pax8, existing customers will still be able to view this information in Rewst for a portion of 2025 as our total OAuth transition concludes.

Customer transition instructions

1. Update the configuration in the Rewst platform:

   1. Navigate to Configuration > Integrations.

   2. Select Pax8.

   3. In the Parameters section, under OAuth Configuration, select the Authorize button.

2. If you’re logged out of Pax8, you’ll be taken to the Pax8 login screen. Enter your username, password, and one-time code.

   1. Once OAuth is authorized, you’ll see a success message.

   2. The OAuth button will change to Re-Authorize.

2MB

Pax 8 OAuth.mp4

This quick video shows step two of the process, where you’ll log in to Pax8 and authorize OAuth.

Pax8 Transition FAQs

Why do we need to switch to OAuth 2.0?

Pax8 is driving the transition to OAuth 2.0 to enhance the security of customer integrations and align with industry standards for secure authorization. OAuth 2.0 allows applications to access resources without exposing user credentials, providing a more secure and reliable method for authentication. To ensure uninterrupted service, all customers must authenticate using OAuth 2.0 before January 31, 2025. This change reflects Pax8’s commitment to protecting your data and maintaining a seamless integration experience.

Are there any steps needed on the Pax8 side?

Rewst utilizes Pax8’s Delegated Authorization to access Pax8’s Public APIs on your behalf. During the authorization process, you’ll be prompted to log into Pax8 to grant necessary permissions. No additional configuration is required within Pax8. Note that if you have both a vendor and a partner account in Pax8, you’ll need to log in with the partner login.

What happens after January 31, 2025 if I don’t switch to OAuth2.0?

If you don't switch to OAuth 2.0 by January 31, 2025, Pax 8 will block API key authentication requests. This means your integration will no longer be able to authenticate, and you won't be able to utilize Rewst’s Pax 8 integration. To ensure uninterrupted service, please make the switch to OAuth 2.0 before the deadline.