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.
- Click on the Company tab
- Click "Bulk Add Company"
- You will see a list of all your Microsoft tenant. Click Attempt Auto-Map to try matching them
- Any items that we could not match will be highlighted in yellow so you can select the relevant company
- After you are happy with the matches, click "Save Customer Mapping"
- This will add all selected companies into the system
Add Individual Companies
- Click on the Company tab
- Click the + to add the customer
- 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
- Match up your Office 365 Tenant to the Company in Connectwise and click save. Then go to the “Connect licenses to billing profile” step
- 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
- In Company Details, Select your PSA (if you have more than 1 added)
- Select the company in the PSA that you would like to connect the Microsoft Tenant to.
- Select your Microsoft Partner center account (if you have more than 1 added).
- Select the customer tenant from the list that you would like to connect to this PSA Company
- 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
- 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
- Save the customer
Repeat this process for each customer you would like to add into Sync 365
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