by Dyfed Wallis, on 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 individually – recommended for single additions only
4 - Create organizations from Microsoft CSP (Direct) tenant
5 – Using API to connect data from your business systems such as CRM
1. Bulk import organizations
Navigate to your cloud service broker menu, then click on manage organizations, and then organizations, import.
1.1 Download the import template
Click on your preferred format to download the template.
1.2 Complete the template
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.
The data you have uploaded will display. Confirm it is correct and then click – create / import organizations. 
The import will complete in the background.
Once completed your organizations now appear in the organizations view and be ready to have users and services added.
2. Manually create multiple organizations
Navigate to your cloud service broker menu, then click on manage organizations, and then organizations.Click on create multiple organizations.
2.1 Generate rows
Click the dropdown and choose how many Organizations you want to create, click on generate rows.
Complete the rows with the required data.
| 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 cloud service broker menu, then click on manage organizations, and then organizations.
Click on new organization.
3.1 Setup organization
Fill out the fields and then click create. Click more to add additional organization details.
| 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 cloud service broker menu, then click on my services, and then Microsoft O365 CSP direct.
Click on link tenant to organization.
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:- 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 action menu, choose the link tenant option from the list
The fields will pre-populate with data from the partner center.
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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