Overview
The Pax8 integration connects your Pax8 Marketplace account to Junto, enabling your AI agent to view and manage cloud subscriptions, Microsoft 365 licenses, and other marketplace products on behalf of your clients.
What you can do once connected
View Pax8 companies and their subscription details
List and inspect cloud subscriptions across your client base
Browse available products and pricing in the Pax8 marketplace
Search for Microsoft 365 products
Update subscription quantities (with approval — this is a high-risk action)
Prerequisites
A Pax8 Partner account with API access
Admin or Owner role in your Junto organization
Your Pax8 Client ID and Client Secret (generated from the Pax8 Developer Portal)
Getting your Pax8 API credentials
Log in to your Pax8 Partner account
Navigate to Account Settings → Developer (or visit the Pax8 Developer Portal)
Create a new application or use an existing one
Copy your Client ID and Client Secret — you'll need these during the connection step
Step 1: Connect to Pax8
In Junto, navigate to Settings → Integrations → Pax8
Click the "Connect to Pax8" button
A connection dialog will appear — enter your Pax8 Client ID and Client Secret when prompted
Authorize the connection to grant Junto access to your Pax8 account
Once authorized, you'll see a success message and the page will update to show your connection status
Step 2: Test your connection
After connecting, verify everything is working:
On the Pax8 integration page, click "Test Connection"
Junto will make a test API call to Pax8 to confirm your credentials are valid
A green "Test Passed" badge will appear if the connection is healthy
If the test fails, try disconnecting and reconnecting with fresh credentials from the Pax8 Developer Portal.
Step 3: Map your companies
Company mapping links your Junto companies to their corresponding Pax8 companies. This allows the AI agent to look up the right subscriptions when working on a specific client.
Click "Manage Company Mapping" on the Pax8 integration page
A dialog will open showing your Junto companies on the left and a dropdown for each to select the matching Pax8 company
Auto-mapping (recommended)
Click the "Run Auto-Map" button to let Junto automatically match companies by name:
Exact matches are applied immediately
Fuzzy matches (80%+ name similarity) are shown as suggestions for you to review and confirm
Manual mapping
For any companies that weren't auto-matched, use the dropdown next to each Junto company to select the correct Pax8 company from the list.
Save your mappings
Once you're happy with the mappings, click "Save Mappings". You'll see a confirmation toast when they're saved successfully.
Using the integration
Once connected and mapped, the Junto AI agent can interact with Pax8 during triage and workflows. For example:
"How many Microsoft 365 Business Premium licenses does Contoso have?"
"List all active subscriptions for Acme Corp"
"What products are available for Microsoft Teams?"
For actions that modify data — like changing subscription quantities — the agent will always ask for your approval before proceeding.
Managing the connection
Disconnecting
To disconnect the Pax8 integration:
Go to Settings → Integrations → Pax8
Click "Disconnect"
Confirm the disconnection
Your company mappings will be preserved, so if you reconnect later you won't need to remap everything.
Updating credentials
If your Pax8 API credentials change, disconnect and reconnect with the new credentials. The connection uses OAuth, so tokens are refreshed automatically under normal circumstances.
Troubleshooting
Issue | Solution |
Connection test fails | Disconnect and reconnect with fresh credentials from the Pax8 Developer Portal |
Companies not showing in mapping | Ensure your Pax8 account has active companies. Try refreshing the page. |
Auto-map found no matches | Company names may differ between Junto and Pax8. Use manual mapping instead. |
Agent can't access Pax8 data | Verify the company is mapped and the connection test passes |