How do I create organizations in Cloudmore?

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 organizations: -
1.  Bulk import a .CSV / .XML or .XMS file
2. Manually create multiple organizations
3. Add organizations individually (recommended for single additions only)
4. Create organizations from a Microsoft CSP (Direct) tenant  
5. Use the API to connect data from your business systems 

1.  Bulk import organizations

Navigate to your Broker menu > Manage organizations >Organizations and Create multiple organizations.

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 are mandatory

Name	Full customer name
Primary domain	The 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	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 to be switched off. Learn more about Approval Process.
Approval process Limit	Enter the value of an annual financial limit for each transaction. You will then be prompted to enter a limit. Note that monthly transaction amounts will automatically be converted to an annual amount.
Billing start date	Enter the date that organizations can run billing reports from. 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's unique identifier.
Street Address	Enter the first line of the customer's address.
Postal Code	Enter the customer's post or zip code.
City	Enter the city.
State	Enter the state.
Country	Enter the country.
Contact name	Enter your customer’s primary contact (their 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 will appear in the organization's view and will be ready to have users and services added.

2. Manually create multiple organizations

Navigate to your Broker menu, then click on 'Manage Organizations, and '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	The 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	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 to be switched off. Learn more about Approval Process.
Approval process limit	Enter the value of an annual financial limit for each transaction. You will then be prompted to enter a limit. Note that monthly transaction amounts will automatically be converted to an annual amount.
Billing start date	Enter the date that organizations can run billing reports from. 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's unique identifier.
Street Address	Enter the first line of the customer's address.
Postal Code	Enter the customer's post or zip code.
City	Enter the city.
State	Enter the state.
Country	Enter the country.
Contact name	Enter your customer’s primary contact (their 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 Broker menu, then click on 'Manage Organizations, and 'Organizations'.

Click on 'New Organization'.

3.1 Set up an organization

Fill out the fields and then click 'Create'. Click 'More' to add additional organization details.

Name	Full customer name.
Primary domain	The 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 an organization from CSP tenant

If you have existing CSP (Direct) tenants,  you can create an organizational record and link.

Navigate to your Broker menu, then click on 'My services' and '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 that if any of the mandatory fields are missing data in the Microsoft partner center, 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 'Actions' 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	The 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.

5. Create Organization Groups

Cloudmore now give the reseller the ability to group organizations to restrict how they are viewed and accessed in the Cloudmore Platform

Login into Cloudmore and from Broker Menu > Manage organizations > Groups then click New Group

Enter a Group Name and an optional Description and then click Create

Add an organization to a Group

Open the Broker Menu > Manage organizations > Groups option

From the list presented click on the Actions button to the right-hand side of the group line

A search facility is available to filter the group options

Click Members

6. Create Organizations as a Key Account Manager or Sales Agents

The Key Account Manager and Sales Agent roles are required to belong to a Group to access Organizations.

When creating a new Organization from the on-screen form (3.1) they will be presented with an additional field called Organization groups, from the dropdown they will see the Groups they belong to as a KAM/SA and be able to assign the new organization to one of these.

If more than one group is required this should be referred to an individual with Reseller Admin permissions.

 

Watch the step by step video guide below