Adding a company links a Microsoft customer tenant to its corresponding PSA company. Review both sides of the match before saving.

Add your first company

1. Open Company > Companies, or use Continue setup > Add company.
2. Select Add Company.
3. Select the PSA and choose the customer's Company Name.
4. Under Microsoft 365 Tenant, choose the Microsoft Partner Username and matching Tenant name.
5. If the AutoMap section is available, select the Default Agreement, review Indirect Annual Handling, and keep Require Approval for New Licenses enabled for the initial review. Leave Exclude from AutoMap off for companies you want AutoMap to process.
6. Review the selected PSA company and Microsoft tenant, then select Create.

Choose the PSA company first. The Microsoft connection and tenant fields then appear.

Already added tenants are hidden by default. Enable Show already added tenants if you deliberately need the same tenant linked to another PSA company, such as when billing separate locations. Configure the appropriate licence filters for each company and check that the resulting billing is not duplicated.

Add several companies

Use Bulk Add Company when you are ready to onboard more customers. It can suggest matches between Microsoft tenants and PSA companies, but you should review each match before saving.

Follow Bulk Add Companies for the full bulk workflow.

Check the company before mapping

Open the company you created and confirm that its Microsoft licence data belongs to the intended customer. Allow initial data retrieval to finish if the licence list is still loading.

Adding a company completes the company item in the setup checklist. It does not confirm that licences are mapped or that PSA billing has been checked. Continue with linking licences to PSA agreements and review the first sync result.

Separate billing by office or department

Open Agreement Sync > Licenses and use the blue Filters box. Choose Add filter for the first group, or Edit to change an existing group. With AutoMap enabled, each group can have its own AutoMap Agreement, overriding the company default for new eligible mappings.

This example includes Queensland users and directs their eligible AutoMap licences to Demo agreement. Use your customer's source values and agreements, and check the result before mapping.

Follow Filter licences and choose AutoMap agreements for the complete workflow and the effect of changing existing filters.