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, 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.

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.

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 "Integrate" button on the right to get started with the configuration process.

3. Log in to Pax8 and navigate to Profile > Integrations.

4. Create a new integration by giving the developer app a name to generate the client ID and client secret key.

5. Use the client ID and client secret key from here to connect to Pax8 in the configuration screen in SuperOps.

6. Once you’ve connected with your Pax8 account, you can start syncing your clients and service items across both platforms.

7. In the map client information tab, you can create companies in Pax8 as new clients in SuperOps, map them to existing clients, or ignore mapping their information. Once you’re done, click Import to start importing clients into SuperOps.

8. 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. 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.

9. 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’s service catalog. These items will be marked with a badge that denotes that the service item was imported from Pax8.

📝 Note: 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 Subscription Items section of the contracts, under the contracts tab of the particular client.

SuperOps routinely sync 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. If you’d like to initiate the sync yourself, simply click the Pax8 sync button to the right.
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📝 Note: SuperOps does not support usage-based subscriptions from Pax8. Regardless of the amount of service utilized, a bill will still be generated. You need to manually input usage data in the SuperOps billing queue while creating invoices.

Due to issues with Pax8’s APIs, we will be disabling automatic end-date addition for MS NCE subscription items added to contracts through Pax8.

Therefore, it's crucial to manually configure the correct end dates in SuperOps to ensure that billing cycles between both platforms are synchronized and prevent billing inaccuracies.

Here’s how you can manually set end dates for subscription items:

1. Go to Modules > Clients

2. Select the client for which you need to set end dates for subscription items.

3. Switch to the Contracts tab and under Subscription Items, and then click the specific service item you wish to edit.

4. In the Item Properties section, you’ll find the end date field for that service item.

5. Manually set the desired end date for the subscription item and save your changes.

Additionally, please double-check that you are not invoicing expired items in Pax8 to maintain billing accuracy.

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