Learn how you can connect Pax8 with SuperOps.ai to import and manage your client’s subscriptions from one place.
Subscriptions are a routine part of any MSP’s offerings. A lot of MSPs use subscription management tools to manage them, such as software licenses, antivirus subscriptions, OS licenses, and more. That means that they’d be managing their offerings through two different tools, which complicates things like keeping track of purchases and invoicing for both the MSP and the customer.
By integrating Pax8 with SuperOps.ai, you can bring your subscriptions into your service catalog and make them an organic part of your offerings. It’s a great combination that empowers you to manage and bill clients for all your offerings in one place.
What is Pax8?
Pax8 is the industry’s leading cloud commerce marketplace that enables MSPs to reliably deliver a diverse array of cloud solutions to their clients. It’s a one-stop shop for different online solutions across categories, from AWS to antivirus software.
Integrating Pax8 with SuperOps.ai
1. Click the settings icon on the pane to the left. In the settings page, select the marketplace, which you’ll find at the very bottom.
2. You’ll find the Pax8 integration listed under subscription management. Click the install button on the right to get started with the configuration process.
3. First, log in to Pax8 and navigate to Tools > Partner Shell.
4, On this page, you’ll see a list of partner shells that have already been created. Select the Pax8 Partner API partner shell and click Create Shell to create a new partner shell for SuperOps.ai.
5. Fill in administrator information about the partner shell and click Submit Details to create it.
6. Next, navigate to User settings by clicking the profile icon on the top right. Select the developer apps tab where you’ll see a list of all the apps you’ve created. Click Create. Give the developer app a name to generate the client ID and client secret key.
7. Use the client ID and client secret key from here to connect to Pax8 in the configuration screen in SuperOps.ai.
8. Once you’ve connected with your Pax8 account, you can start syncing your clients and service items across both platforms.
9. In the map client information tab, you can choose to create companies in Pax8 as new clients in SuperOps.ai, map them to existing clients, or ignore mapping their information. Once you’re done, click Import to start importing clients into SuperOps.ai.
7. In the map service items tab, you’ll find all of the offerings from Pax8 listed. Choose which products from Pax8 you’d like to create as new service items in SuperOps.ai. If you’ve already imported service items from your bookkeeping tool, you can map the products with those service items here. If you don’t have any such items, you can also choose to skip the mapping process—we’ll automatically create these items in the service catalog and map them to the corresponding clients. Once you’re done, click import to start importing service items into SuperOps.ai.
8. Once you’re done, all that’s left is to click the Enable Pax8 button in the fourth tab and the integration will be up and running!
Once the integration has been enabled, the imported service items will be populated in SuperOps.ai’s service catalog. These items will be marked with a badge that denotes that the service item was imported from Pax8.
Items imported from Pax8 are not editable. If you’d like to modify the cost for the item, you can do so by editing the subscription item in the contracts page for the specific client by clicking the override cost checkbox.
The platform then automatically adds these products to the respective clients in the contract invoice items section of the contracts, under the contracts tab of the particular client.
SuperOps.ai routinely syncs with Pax once every 24 hours (or whenever a new invoice is generated.) During this sync, any updates made to products in Pax8 will automatically be reflected in the imported service items in SuperOps.ai. If you’d like to initiate the sync yourself, simply click the Pax8 sync button to the right.
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