Pax8 Integration

Connect Ascent to your Pax8 partner account to sync companies and subscriptions, then turn those subscriptions into billable line items on your recurring invoices.

Overview

The Pax8 integration lets you:

• Connect to Pax8 using OAuth client credentials (Client ID and Client Secret)
• Sync your Pax8 companies and their subscriptions into Ascent
• Map each Pax8 company to a local Ascent client (manually or automatically)
• Configure per-subscription billing: a markup (percentage or fixed amount) or an override price
• Link subscriptions to a client's recurring invoice so distributor costs flow into your billing

The integration is a one-way pull from Pax8. Ascent reads companies and subscriptions from Pax8 — it does not push changes back, and it does not provision or modify Pax8 subscriptions. Subscription changes (add, modify, cancel) are still made in Pax8; a sync brings the updated data into Ascent. Ascent runs a background full sync automatically every few hours for every connected (active) integration, and you can also trigger a sync on demand at any time (see below).

note

This integration requires the pax8Integration license feature. If it is not part of your plan, the Pax8 pages and API are unavailable.

Prerequisites

• A Pax8 partner account with API access
• A Pax8 API Client ID and Client Secret (generated in the Pax8 Partner Portal)
• Access to the Admin area in Ascent (the Owner or Admin role), with the integrations management permission to open the Integrations page

Connect Pax8

Step 1: Get your Pax8 API credentials

1. Sign in to the Pax8 Partner Portal.
2. Generate an API credential and copy the Client ID and Client Secret.

Step 2: Configure in Ascent

1. Navigate to Admin → Integrations and open Pax8.
2. Under API Credentials, enter your Client ID and Client Secret.
3. Click Test Credentials to confirm Ascent can authenticate with Pax8.
4. Click Connect Pax8 to save.

Credentials are stored encrypted. Once connected, the credential fields show a masked placeholder; leave them blank when saving other settings unless you need to replace the credentials.

The Connection Status card at the top of the page shows whether the integration is Connected, Configured (Inactive), or Not Connected, along with the last sync time and the most recent error (if any).

Sync Options

After connecting, a Sync Options card appears with a single setting:

Setting	Description
Automatically map companies to clients	When enabled, each sync links a Pax8 company to a local client whenever there is an unambiguous match (by account reference number, normalized company name, or website domain). Ambiguous matches are left for manual mapping.

This is the only configurable sync option in the UI; there is no UI control for the sync schedule. Ascent runs a background full sync periodically on its own, and you can trigger a sync on demand at any time (see below).

Sync Data

You can run syncs from two places:

• Sync Now (in the Connection Status card) runs a full sync: it pulls all companies, then pulls subscriptions for every company.
• The refresh button on an individual company row syncs just that company's subscriptions from Pax8.

A successful sync reports how many records were created and updated.

What syncs

From Pax8	Into Ascent
Company name, status, external ID	A Pax8 company record (linked to a client once mapped)
Subscriptions (product name, vendor, SKU, quantity, billing term, price, partner cost, status)	A Pax8 subscription record under its company

Subscription partner cost (your cost from Pax8) is used as the basis for billing when available; if Pax8 does not return a partner cost, Ascent falls back to the retail/sell price and flags it as (retail).

Companies and Subscriptions

The Companies & Subscriptions card lists every synced Pax8 company.

Map a company to a client

Mapping is required before you can configure billing for a company's subscriptions.

1. Find the company in the list. Its badge shows the Pax8 status (for example, Active) and a subscription count.
2. To map manually, choose a client from the Map to client... dropdown.
3. Once mapped, the row shows Mapped to [client]. Use the unlink button to remove the mapping.

If you enabled Automatically map companies to clients, unambiguous companies are linked during the next sync — you only need to map the ones that didn't match automatically.

View subscriptions

Expand a company row to view its subscriptions. If none have been pulled yet, use the company's sync button to fetch them.

The subscriptions table shows:

Column	Description
Product	Product name (and SKU, if available)
Vendor	Vendor name
Qty	Quantity / license count
Your Cost	Your cost from Pax8 (partner cost, or retail price marked (retail) as a fallback)
Markup	The configured markup (percentage or fixed), or Not set
Bill Price	The calculated billable price per unit
Invoice	Whether the subscription is Linked to a recurring invoice
Status	The Pax8 subscription status (for example, Active)
Actions	Opens the billing configuration dialog

Use the Filter by status dropdown to narrow the list. It defaults to Active; choose All or another status to see everything that was synced.

Configure Billing

Billing is configured per subscription, and the company must already be mapped to a client.

1. Expand a mapped company and click the billing (dollar) action on a subscription row.
2. In the Configure Billing dialog, review the Your Cost and Quantity at the top.
3. Choose a Markup Type: Percentage (%) or Fixed Amount ($).
4. Enter a Markup Value (for example, 20 for 20%, or 5.00 for a flat amount per unit).
5. Optionally set an Override Price — if set, it is used instead of the calculated markup price.
6. The dialog previews the Billable Price per Unit and the Total Monthly for the subscription quantity.
7. Under Link to Recurring Invoice, select one of the client's recurring invoices to include this subscription in that invoice's billing. The list only shows recurring invoices that belong to the mapped client.
8. Click Save Billing Settings.

The billable price is derived from your cost: an override price wins if set; otherwise the markup is applied (cost × (1 + percent ÷ 100) for percentage, or cost + amount for a fixed markup); if no markup is set, the cost is used as-is.

Disconnect

To remove the integration, open the Pax8 page and click Disconnect Pax8. This removes the integration and all company mappings. Confirm the prompt to proceed.

Tips

• Map your companies first (or enable automatic mapping), then configure billing — the billing action is disabled until a company is mapped to a client.
• Ascent re-syncs on its own every few hours, but if you make changes in Pax8 and need the latest quantities, prices, and statuses right away, trigger a sync manually with Sync Now instead of waiting for the next scheduled run.
• Use the Override Price when a customer has negotiated pricing that doesn't follow your standard markup.
• Confirm whether Your Cost shows a true partner cost or a (retail) fallback before relying on the calculated margin.