PAX8 Integration: Connect PAX8 Cloud Marketplace to Analytify (2026)
Bring PAX8 data into your MSP analytics warehouse with Analytify.
Why Connect PAX8 to Analytify
PAX8 is the largest cloud distributor for MSPs — Microsoft 365, Azure, security tooling, backup, and dozens of vendors all flow through it. PAX8 Insights is improving but most MSPs need PAX8 license costs joined with PSA service revenue and RMM endpoint counts to compute real per-client gross margin.
Bringing PAX8 data into Analytify gives MSPs:
- True gross margin per client (PAX8 cost + PSA service revenue + tooling cost).
- Vendor margin analysis: which Microsoft tier, which security vendor, which backup product is most profitable.
- License utilization gaps: PAX8 paid seats vs actual usage from M365 admin / Ninja inventory.
- Renewal-risk dashboards: subscriptions expiring, client engagement signals, upsell opportunities.
- QBR-ready license summary per client per quarter.
What Data the Integration Syncs
The connector syncs PAX8 data via the PAX8 REST API:
| Object | Key fields | Use case |
|---|---|---|
| Customers / Companies | name, status, billing_account, custom fields | Client mapping |
| Subscriptions | product, sku, quantity, term, billing_cycle, start/end_date | License cost analysis |
| Products / SKUs | name, vendor, type, list_price, partner_price | Vendor margin |
| Orders | date, customer, status, total | Procurement analytics |
| Invoices | amount, paid_status, due_date | AR / cash collection |
| Usage / Consumption | metered_units, period (Azure CSP, etc.) | Consumption-based billing |
How to Set Up the PAX8 Integration
- Generate PAX8 API credentials in PAX8 portal > API Management. Create a partner key with read scope on customers, subscriptions, products.
- Add the integration in Analytify Settings > Integrations > PAX8.
- Map PAX8 customers to PSA companies in the semantic layer (by name; manual override for edge cases).
- Set sync cadence — daily is sufficient for most license analytics; hourly for active procurement monitoring.
- Verify subscription counts against PAX8 portal for the past 30 days.
Sample Dashboards You Can Build
- True Client Gross Margin — PSA service revenue minus tech-time cost minus PAX8 license cost minus tooling, per client per month.
- Vendor Margin Analysis — which vendors / SKUs deliver highest margin (list price minus your partner price).
- License Utilization Gap — PAX8 paid seats vs actual user activity from M365 admin or Ninja inventory; surface unused licenses immediately.
- Renewal-Risk Dashboard — subscriptions expiring in 30/60/90 days plus client-engagement signals.
- QBR License Summary — per-client license inventory, costs, recent changes, upsell recommendations.
- Microsoft 365 / Azure Cost Allocation — usage-based vendor costs allocated per client per month.
How the Integration Works (Architecture)
The PAX8 connector uses PAX8’s REST API with OAuth2 client credentials. Daily incremental sync covers subscriptions, products, and orders. The semantic layer joins PAX8 customer IDs to PSA company records and computes per-client cost-of-goods-sold for gross margin analytics.
Troubleshooting Common Issues
- Customer mapping. PAX8 customer names don’t always match PSA exactly. Build a `pax8_to_psa_mapping` table during onboarding.
- Currency. PAX8 reports in partner currency; the semantic layer FX-converts to a base currency for unified reporting.
- Vendor partner price changes. Vendors update partner prices on different cadences. dbt staging models track price-history for accurate cost calculations on past invoices.
- Azure CSP consumption. Metered usage data lags actual consumption by 24-48 hours; design dashboards accordingly.
Pricing and API Limits
PAX8 API access is included for active PAX8 partners. There is no additional cost. Warehouse compute and Analytify per-user pricing are the only costs.
Ready to ship governed MSP analytics joining PAX8 with your full stack?
FAQs
Does this replace PAX8 Insights?
No — Insights is good for in-PAX8 reporting. Analytify adds joins with PSA service revenue, RMM endpoint counts, and accounting data so you can compute true client gross margin across your full stack.
Multi-tenant PAX8 (parent / child distributor) support?
Yes — connect each tier as a separate integration; the semantic layer can union or split.
Can I see vendor margin in real time?
Daily refresh is the standard cadence. Hourly is supported for high-volume MSPs that want active procurement monitoring.
License utilization analysis — how does it work?
Join PAX8 subscription seat counts with M365 admin user activity (or Ninja inventory) to compute “paid seats vs actually-used seats”. Surfaces unused licenses immediately.
Reverse ETL back to PAX8?
Limited write surface today. Most teams push insights into PSA (auto-create renewal opportunities) or alert in Slack/Teams.
14-day PoC?
Yes — connect PAX8 + PSA + accounting on your real data and build 3-5 dashboards including client gross margin.
Other distributors (Sherweb / TD Synnex / Ingram)?
Same warehouse-routed pattern. PAX8 has a native connector; others are supported via warehouse-routed integration through your data lake or warehouse.