Pax8 integration setup

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

This Integration supports multiple instances

Check out the instructions to set up multiple instances here.follow our separate directions in this help document:

Configuring the Integration in Rewst

1. Log in to the Rewst platform.

2. Click Configuration > Integrations in the left side menu.

   
3. Find and click on the Pax8 integration.

4. Authorize.

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

   
6. Accept. You'll know that the integration was successfully installed if you now see an option to ReAuthorize.

7. Beneath that integration authentication section you will see the following options:

   1. Suggest Values: This option will attempt to generate mappings between Rewst organizations and child organizations in this integration.

   2. Refresh Options: This will re-read the potential mapping options - for both organizations and companies in Pax8.

   3. Save Mappings: This will apply mapping configuration changes.

Once saved, Rewst will do a quick validation of your input. Now you can make use of Pax8 actions in your workflows!