Pax8 Integration Setup and Utilisation in HaloPSA

Summary

Learn how to set up and utilise the Pax8 integration in HaloPSA for efficient recurring invoicing.

Highlights

• 🔗 Integration Set-up: Configure Pax8 within HaloPSA for seamless subscription management.

• 🛠️ Client ID & Secret: Obtain necessary credentials from Pax8 to enable connection.

• 📊 Customer Mapping: Easily match customers between Pax8 and HaloPSA without importing all customers.

• 📅 Recurring Invoicing: Leverage subscriptions for simplified recurring invoice creation.

• ⚙️ Data Accuracy: Ensure accurate customer and subscription data to avoid duplicates.

• 🔄 Flexible Billing: Customise invoices based on subscription quantities and pricing changes.

• 📈 Reporting: Utilise reports to compare Office 365 licence quantities with those in Pax8.

Key Insights

• 🔗 Streamlined Integration: The Pax8 integration is unique as it allows mapping without importing customers, enhancing efficiency. This is beneficial for MSPs managing multiple clients.

• 📋 Importance of Roles: Users must have a partner admin role in Pax8 to access integration settings, ensuring proper permissions are in place. This highlights the significance of user roles in integrations.

• 🔄 Dynamic Subscription Management: The integration allows for real-time updates on subscriptions, crucial for maintaining accurate billing and service delivery. This adaptability can improve client satisfaction.

• ✏️ Manual Product Entry: Despite the integration, products must be manually created in HaloPSA, emphasising the need for careful management of product listings. This could lead to potential errors if not handled properly.

• ⚖️ Pricing Flexibility: Users can adjust pricing and cost across all recurring invoices with one click, allowing for responsive business practices and improving profitability.

• 📊 Data Cleansing Opportunity: The mapping process can serve as a chance to clean up inconsistent customer names, promoting better data management across platforms.

• 🔍 Reporting Capabilities: The ability to compare licence quantities with Pax8 offers insights into service utilisation and helps identify discrepancies, enhancing operational oversight.