Pax8 Integration: Configuration

Complete the steps below to configure the Pax8 integration.

1. Click Admin on the sidebar menu and select Integrations Library.
   
    
2. Click the Marketplace tab.
   
    
3. Locate and select the Pax8 & Rev.io Data Sync Integration in the Data Sync section.
   
    
4. Click the Configure button.
   
    
5. The Initial Configuration section is automatically populated. Click the Next button.
   
    
6. In the Pax8 API Auth Code Connection section, click the Connect button. You will be redirected to Pax8 to login with your credentials.
   
    
7. Enter your Pax8 credentials and click the Continue button.
   
    
8. Complete 2-factor authentication for Pax8 by entering your one-time code and clicking the Continue button.
   
    
9. Click the Accept button to authorize Rev.io to connect to your Pax8 account.
   
    
10. Once the authorization is successfully completed, close the Pax8 tab in your browser and return to Rev.io PSA.
    
     
11. If your connection was successful, the status circle in the Pax8 API Auth Code Connection section will be green. Scroll down to the Rev.io PSA section, which populates automatically based on your unique user environment, and click the Connect button.
    
     
12. Once the authorization is successfully completed, close the tab in your browser and return to Rev.io PSA.
    
     
13. If your connection was successful, the status circle in the Rev.io PSA section will be green. Click the Next button.
    
     
14.  Configure any additional settings as desired. 
    • The Debug option enables detailed logging. This option is not required and you can leave it disabled.
    • The Schedule option controls the frequency of syncing customers and products. The schedule defaults to 0**** (every hour), but you can adjust the sync schedule to your preference.
    • The Sync Customers option controls if the 2-way sync for customers will execute. This option must be set for customers to sync.
    • The Sync Products option controls if the 1-way sync for products from Pax8 to Rev.io will execute. This option must be set for products to sync.
       
15. Click the Finish button.
    
     
16. The integration will sync your customers and products. Do not leave this page while the sync is running. If you need to work on something in the system while the integration syncs, open Rev.io in another tab. See the Integrations Library: Data Sync & Mapping article for more information about mapping your customers and products for Pax8.