Split and merge subscriptions

Split and merge subscriptions

Split and merge subscriptions

Sync 365 lets you view Microsoft 365 licences either as combined licence rows or as individual subscription rows.

This is managed directly in the licence table using the Split and Merge controls. Sync 365 no longer uses a separate Bill by Subscription ID option.

What Split does

Split separates a Microsoft 365 licence into its underlying subscription rows.

Use Split when the same licence needs to be billed differently based on the subscription term, billing cycle, price, or renewal date.

For example, you may have Exchange Online (Plan 1) with:

  • one annual subscription, and
  • one monthly subscription.

Splitting the licence lets you map the annual subscription to one billing profile and the monthly subscription to another billing profile.

What Merge does

Merge combines subscription rows back into a single licence row.

Use Merge when all subscriptions for that licence should be billed the same way and use the same billing profile, PSA product, agreement, or contract.

How to split or merge a licence

  1. Log in to Sync 365.
  2. Open the customer company.
  3. Find the licence in the licence table.
  4. Review the subscription details shown under the licence name.
  5. Use the Split control to show subscriptions separately.
  6. Use the Merge control to combine subscription rows back into a single licence row.

The control shown depends on the current state of the licence. If the licence is merged, you can split it. If the licence is split, you can merge it.

Default licences view

You can choose whether Sync 365 shows licences or subscriptions by default.

  1. Go to Tools > Settings.
  2. Find Default licenses view.
  3. Choose Licenses for a combined view, or Subscriptions for a subscription-level view.
  4. Save your settings.

This setting controls the default view, but you can still split or merge individual licence rows as needed.

When to use split subscriptions

Split a licence when:

  • The customer has both monthly and annual subscriptions for the same licence.
  • Different subscriptions need different billing profiles.
  • Different subscriptions need different PSA products or prices.
  • You need to show term or end-date information for individual subscriptions.
  • You only provide or bill some of the customer’s subscriptions.

When to merge subscriptions

Merge subscription rows when:

  • All subscriptions for the licence should use the same billing profile.
  • The customer should receive one combined licence count.
  • The same PSA product and price should apply to all subscriptions.
  • You do not need separate subscription-level billing.

Automated licence mapping

Sync 365 automated licence mapping uses subscription-level information where needed. This helps handle NCE scenarios where the same licence name can include multiple terms or billing cycles.

If Sync 365 cannot safely determine the correct billing profile, the row may still show a Missing Billing Profile alert. Review and map the row manually before billing.

Important migration note

If you previously mapped a licence as one combined row and later split it into subscription rows, check your PSA agreement or contract for old additions that may still exist.

You may need to cancel or clean up old PSA additions to avoid billing the same licence twice.

Related articles

  • Understanding the Company Info License page
  • Missing Billing Profile alerts
  • Billing Profile Naming Best Practices
  • MS New Commerce Experience 2022