Skip to content
Breeze RMM

Distributor Integrations — Pax8 & TD SYNNEX

Distributor integrations live on the Distributors tab of the Integrations page (Integrations → Distributors, /integrations#distributors). They let you bring vendor licenses and live product pricing into Breeze: Pax8 syncs client companies and license subscriptions you can map to organizations and link to recurring contract lines, and TD SYNNEX Pricing (EC Express) looks up real-time cost, MSRP, and stock availability you can import straight into your Product Catalog.

The tab has two sub-tabs:

Connecting a distributor

Section titled “Connecting a distributor”

Pax8 connects with your Pax8 OAuth client credentials. Once connected, Breeze pulls your Pax8 companies and their license subscriptions so you can map them to Breeze organizations and link them to recurring contract lines.

  1. Open Integrations → Distributors → Pax8 (/integrations#pax8).

  2. In the Connection card, fill in:

    • Display name — a label for this connection (defaults to Pax8).
    • Client ID — your Pax8 OAuth client ID.
    • Client secret — your Pax8 OAuth client secret.
    • Webhook secret (optional) — stored with the integration, but not required by the ordering or scheduled-sync workflow.

  3. Click Connect Pax8. Secrets are stored encrypted; once saved, each field shows a Configured badge. When updating an existing connection you can leave a secret field blank to keep the stored value.

  4. Click Test connection to verify the credentials reach Pax8.

  5. Click Sync now to pull companies and subscriptions. The sync runs in the background — the Sync status card shows the last sync time, status, and any last error once it finishes.

What syncs from Pax8

  • Companies — your Pax8 client companies, with status, shown in the Company mapping table. Map each Pax8 company to a Breeze organization (or leave it unmapped).
  • License subscriptions — pulled per company, including product name, vendor, quantity, unit cost, unit price, currency, billing term, and status.
  • Contract-line linkage — once a company is mapped to an organization, each subscription can be linked to a manual contract line. Breeze keeps the billing quantity on that contract line and records the Pax8 quantity separately as an observation.

Subscription links on the Integrations page

A subscription only becomes linkable after its company is mapped to a Breeze organization. On Integrations → Distributors → Pax8, each subscription row offers:

Action Description
Link for observation Connect the subscription to a contract line (or create a new manual line)
Change link Re-point the subscription to a different contract line
Pause observations Stop recording Pax8 quantity observations for this link while keeping the link intact
Resume observations Resume recording observations and drift detection for this link
Unlink Remove the connection between the subscription and the contract line

These Integrations-page actions manage the contract-line link and whether scheduled sync records observations; that table’s Pax8 reported column is not a Breeze billing quantity. To compare quantities or stage an order action, open the mapped organization’s Pax8 tab. The organization tab shows Breeze quantity (the authoritative manual contract-line billing quantity), Pax8 reported (the latest known observation), and a Drift badge when both values are known and disagree. A missing or unknown Pax8 quantity is not treated as zero and does not produce a drift warning.

Prepare an organization for ordering

Section titled “Prepare an organization for ordering”

Ordering is managed from the organization’s Pax8 settings tab, but remains a partner-account operation:

  1. Sync the integration so the Pax8 company, subscriptions, and product mappings are current.
  2. Open Settings → Organizations → organization → Pax8, or go directly to /settings/organizations/<org-id>#pax8.
  3. Map exactly one Pax8 company to the organization.
  4. Confirm the mapped company is Active in Pax8 and has primary Admin, Billing, and Technical contacts. The organization tab shows the Pax8 company status. When the mapping is not order-ready, it shows one combined warning; it does not show contact details or separate indicators for the three contact roles.
  5. Link recurring subscriptions to the corresponding manual contract lines. A linked line is required before the organization tab can stage a quantity change or cancellation.

The New order action stays unavailable until the company mapping is order-ready and at least one active Product Catalog item is mapped to a Pax8 product.

Build and submit a direct order

Section titled “Build and submit a direct order”

The organization tab keeps one mutable direct order per organization. Returning to New order reopens that draft until it is submitted.

  1. Click New order and choose an active, Pax8-mapped catalog product.

  2. Set its billing term and quantity. If Pax8 reports commitment choices, select one. Complete any product-specific provisioning fields that you know; Breeze leaves all of these fields optional because Pax8 does not identify required fields in its metadata.

  3. Add the product to the order. You can edit its commitment and provisioning details or remove the line while the order is still mutable.

  4. To change an existing subscription, enter the target Breeze quantity and click Stage change. To cancel, click Cancel and confirm the warning. Breeze checks the subscription’s active commitment dependencies before staging either action and blocks increases, decreases, or early cancellation that Pax8 says are not allowed. If the active commitment cannot be determined unambiguously, refresh the Pax8 data and resolve that ambiguity before ordering.

  5. Click Review & submit. Breeze first sends a mock Pax8 order for new-subscription lines. If Pax8 returns validation details, Breeze shows the raw message beside the affected line so you can add or correct provisioning values. Quantity changes and cancellations are dependency-checked when staged; Pax8’s mock-order preflight applies only to new subscriptions.

  6. After preflight passes, Breeze submits each action and records the result on every line. Successful quantity changes and cancellations update the linked manual contract-line quantity (0 for a completed cancellation); successful new subscriptions update their linked line when one exists.

The order history shows direct and quote-originated orders with their current status. Selecting an order changes the URL hash to #pax8/<order-id>, so the same order can be bookmarked and browser Back/Forward navigation works.

Complete an order staged from a quote

Section titled “Complete an order staged from a quote”

Accepting a quote that contains Pax8-backed catalog items creates the invoice and contracts as usual, then stages a Pax8 order in the same database transaction. Acceptance does not submit anything to Pax8 and a missing company mapping never blocks the customer from accepting.

On a converted quote, technicians see “This quote staged a Pax8 order (N items) awaiting provisioning details”. Follow Open Pax8 order to the organization’s deep link, map an order-ready company if needed, then review each new-subscription line. The catalog item, quote source, and linked recurring contract line are preserved; you only complete the commitment and provisioning details. Run preflight and submit it using the same flow as a direct order. One-time quote lines can be ordered, but are not linked to a recurring contract line.
Section titled “Related”