Sync 365 - Add Customer Tenants as Companies

4 - Add your customer tenants as companies

Now that you have a added access to your partner center and have your billing profiles set up, you can easily add your customers.


Bulk Add Companies

This is a great way to get your companies added in and linked to your psa.

We will display a list of all your Microsoft tenants and attempt to automatch them to a related PSA company.


  1. Click on the Company tab
  2. Click "Bulk Add Company" 
  3. You will see a list of all your Microsoft tenant. Click Attempt Auto-Map to try matching them 
  4. Any items that we could not match will be highlighted in yellow so you can select the relevant company
  5. After you are happy with the matches, click "Save Customer Mapping"
  6. This will add all selected companies into the system


Add Individual Companies

  1. Click on the Company tab
  2. Click the + to add the customer
    1. If you would like to add multiple customers at a time, click on +Bulk Add Company to link all your tenants up at the same time. -Details on Bulk Add Companies here
      1. Match up your Office 365 Tenant to the Company in Connectwise and click save. Then go to the “Connect licenses to billing profile” step
  3. In Company Details, Select your PSA (if you have more than 1 added)
    2. Select the company in the PSA that you would like to connect the Microsoft Tenant to.
  4. Select your Microsoft Partner center account (if you have more than 1 added).
    2. Select the customer tenant from the list that you would like to connect to this PSA Company
      1. NOTE: Already added tenants will be hidden from the list by default, if you would like to add the same tenant to multiple tenants, toggle the "Show already added tenants" switch on the right side
    3. Save the customer

Repeat this process for each customer you would like to add into Sync 365 



Continue to Link your Microsoft licenses to your agreements

    • Related Articles

    • Bulk Add Companies

      To easily add all of your customers into Sync 365 License, we have a Bulk Add Company feature. We recommend to do 1 page at a time and save the mapping. Click on Bulk Add Company You will be presented with a list of all of your Office 365 tenants. ...

    • Linking Multiple PSA Companies to a single Microsoft 365 Tenant for Billing

      Sync 365 supports linking multiple PSA companies to a single Microsoft 365 tenant. This is useful when different customer entities or business units are managed separately in your PSA but share a common Microsoft tenant. To map multiple PSA companies ...

    • Monthly Reports of Customer Users

      With our monthly customer user reports, you can easily send a report each month to one of your customers detailing their end users and what licenses they have assigned. Adding Your Logo Open up Tools and Logs> Settings Scroll down and upload an image ...

    • Azure Automated Billing - Initial Setup (Indirect CSP)

      Overview As an Indirect CSP partner, you work through a distributor to access Microsoft services. This guide covers initial setup including vendor markup configuration to start using our Azure Automated Billing. Prerequisites PSA configured in Sync ...

    • 5 - Link your customer Microsoft 365 Licenses to PSA Agreements

      You are now ready to start mapping your customer Microsoft 365 Licenses to their relevant products and the customer agreements in your PSA. Please note that Monthly and Annual agreement terms in your PSA are currently supported. After this, your ...