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How to add organizations

Dyfed Wallis
Jun 7, 2017, 11:30:40 AM

 

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, if it is a user-based subscription, it will also be attached to individual users. 

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


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

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

1.  Bulk import organizations

Navigate to your Cloud Service Broker menu, then click on 'Manage Organizations', then 'Organizations' and  'import'.

Ad orgs 1.png

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 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 to be 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 that 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's unique identifier.
Street address Enter the first line of the customer's address.
Post Code Enter the customer's post or zip code.
City Enter the city.
State Enter the state.
Country Enter the country.
Contact name Enter your customer’s primary contact (their 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 will appear in the organizations view and will be ready to have users and services added.

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2. Manually create multiple organizations

Navigate to your Cloud Service Broker menu, then click on 'Manage Organizations, and 'Organizations'.
Ad orgs 1.pngClick 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 to be 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 that 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 the first line of the customer's address.
Post Code Enter customer's post  or Zip code.
City Enter the city.
State Enter the state.
Country Enter the country.
Contact name Enter your customer’s primary contact (their 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 Cloud Service Broker menu, then click on 'Manage Organizations, and 'Organizations'.
Ad orgs 1.png
Click on 'New Organization'.

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3.1 Set up organization

Fill out the fields and then click 'Create'. Click 'More' to add additional organization details.

Add orgs 14.png

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,  you can create an organizational record and link.

Navigate to your Cloud Service Broker menu, then click on 'My services' and 'Microsoft O365 CSP direct'.

Link tenants 1.png

Click on 'Link Tenant to Organization'.

Link tenants 4.png

This will display the tenants that we have discovered in your partner center. 

To link all tenants, use the 'Auto create and link' button at the bottom of the page. This will create an organizational record for every tenant. Note that if any of the mandatory fields are missing data in the Microsoft partner centre, the organizational record will not be created. Follow the steps below to create these individually. 

Tip: Use the filter to find a specific tenant record you want to create the organizational record for. 

From the 'Actions' menu, choose the 'link tenant' option from the list.

TenantLink1

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

Add-orgs-15.png

Complete any missing mandatory data (highlighted in red below) 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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