Training Guides

Set up organizations

Tags: Setup

How to add organizations

Why do this..

In Cloudmore your customers are known as organizations. The organizational record is at the center of your Cloudmore environment, we highly recommend that  you create a record for each of your customers as quickly as possible.  Every service will be attached to an organization and, is it is a user based subscription, it will also be attached to individual users. 

Organizations can also by synchronized from your systems using the systems API.

 

Follow the instructions below to learn how to add/create organizations.  

There are fine  different ways to create organisations: -
1 - Bulk import a .CSV / .XML or .XMS file
2 - Use the multiple organizations form to manually manually 
3 - Add individually – recommended for single additions only
4 - Create organization from Microsoft CSP (Direct) tenant  
5 – Using API to connect data from your business systems such as CRM

1.  Go to manage organizations

Navigate to your reseller menu, then click on manage organizations, and then organizations.

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1.1 Download the import template

Click on your preferred format to download the template. 

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1.2 Complete the template

AddOrgs

Note:- The fields in red on the template are mandatory

Name Full Customer Name
Primary domain Main domain name used by the customer. Do not enter HTTP or www
Registration number Company ID or Tax ID.  If you do not have this you can leave this field empty
Notification email address Email address where Cloudmore notifications for this customer should be sent
Approval process Add TRUE to turn on the approval process for all self-service transactions to require approval. Or FALSE if you want this switched off. See  Customer Self Service Set up step 2.2. for more details
Approval process limit Enter the value of an annual financial limit for each transaction. You will then be prompted to enter a limit. Note: monthly transaction amounts will automatically be converted to an annual amount. See Customer Self Service Set up step 2.2. for more details
Billing start date Enter the date that organizations can run billing reports from.  See  Customer Self Service Set up step 2.2. for more details. Use format DD/MM/YYYY
Customer number Enter your customer reference number. This number is included on data exports / API calls and can be used as the customer unique identifier
Street address Enter 1stline of the customer address
Post Code Enter Customer Post Code or Zip code
City Enter City
State Enter State
Country Enter Country
Contact name Enter your customer’s primary contact full name
Contact phone Enter your customer’s primary contact phone number
Contact email Enter your primary contact email address – this is used for platform notifications
Contact cell phone Enter your primary contact cell / mobile phone number

 

1.3 Upload your file

Click on choose file, select your file location and then click read file.

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The data you have uploaded will display. Confirm it is correct and then click – create / import organizations.

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The import will complete in the background.

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Once completed your organizations now appear in the organizations view and be ready to have users and services added.

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2. Manually create multiple organizations

Navigate to your reseller menu, then click on manage organizations, and then organizations.
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Click on create multiple organizations.

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2.1 Generate rows

Click the dropdown and choose how many Organizations you want to create, click on generate rows.

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Complete the rows with the required data.

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Name Full Customer Name
Primary domain Main domain name used by the customer. Do not enter HTTP or www
Registration number Company ID or Tax ID.  If you do not have this you can leave this field empty
Notification email address Email address where Cloudmore notifications for this customer should be sent
Approval process Add TRUE to turn on the approval process for all self-service transactions to require approval. Or FALSE if you want this switched off. See – Customer Self Service Set up step 2.2. for more details
Approval process limit Enter the value of an annual financial limit for each transaction. You will then be prompted to enter a limit. Note: monthly transaction amounts will automatically be converted to an annual amount. See – Customer Self Service Set up step 2.2. for more details
Billing start date Enter the date that organizations can run billing reports from.  See – Customer Self Service Set up step 2.2. for more details. Use format DD/MM/YYYY
Customer number Enter your customer reference number. This number is included on data exports / API calls and can be used as the customer unique identifier.
Street address Enter 1stline of the customer address
Post Code Enter Customer Post Code or Zip code
City Enter City
State Enter State
Country Enter Country
Contact name Enter your customer’s primary contact full name
Contact phone Enter your customer’s primary contact phone number
Contact email Enter your primary contact email address – this is used for platform notifications
Contact cell phone Enter your primary contact cell / mobile phone number

 

When the Form is completed click Create/Import Organizations.

3. Add individual organizations

Navigate to your reseller menu, then click on manage organizations, and then organizations.
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Click on new organization.

3.1 Setup organization

Fill out the fields and then click create. Click more to add additional organization details.

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Name Full Customer Name
Primary domain Main domain name used by the customer. Do not enter HTTP or www
Registration number Company ID or Tax ID.  If you do not have this you can leave this field empty
Notification email address Email address where Cloudmore notifications for this customer should be sent
Contact phone Phone number

 

4. Create organization from CSP tenant.

If you have existing CSP (Direct) tenants then you can create an organizational record and link.

Navigate to your reseller menu, then click on my services, and then Microsoft O365 CSP direct.

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Click on link tenant to organization.

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This will display the tenants that we have discovered in your partner center. 
Tip: Use the filter to find a specific Tenant Record you want to create the organizational record for. 

Choose the tenant and then click the + icon under Actions.

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The fields will pre-populate with data from the partner center. 

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Complete any missing date and click create organization and link.

Name Full Customer Name
Primary domain Main domain name used by the customer. Do not enter HTTP or www
Registration number Company ID or Tax ID.  If you do not have this you can leave this field empty
Notification email address Email address where Cloudmore notifications for this customer should be sent
Contact phone Phone number

 

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