Customers
Manage your customer records and their associated Microsoft 365 tenants. Customers represent your business relationships while tenants are the technical Microsoft 365 environments you manage.
Customer vs Tenant
A customer can have multiple tenants (e.g., production and test environments, or separate tenants for different subsidiaries). Each tenant can only belong to one customer.
Customer List
The customer table displays:
| Column | Description |
|---|---|
| Customer Name | Business name of your customer |
| Primary Contact | Main point of contact email/name |
| Tenants | Number of M365 tenants associated |
| Total Users | Sum of licensed users across all tenants |
| Health Status | Aggregate health across all customer tenants |
| PSA ID | Linked ID from ConnectWise/Autotask/HaloPSA |
| Created | When the customer record was created |
Creating a Customer
Click "Add Customer" to create a new customer record:
Customer Name
Required. The business name of your customer.
Primary Contact
Optional. Email address of the main point of contact.
Phone Number
Optional. Primary contact phone number.
Address
Optional. Business address for the customer.
Notes
Optional. Internal notes about this customer.
PSA Integration
If you've configured a PSA integration (ConnectWise Manage, Autotask, HaloPSA), customers can be automatically synchronized:
- Auto-sync — New customers in your PSA appear automatically
- Bi-directional — Changes in either system sync to the other
- Matching — Link existing OpsPilot customers to PSA records
- Tickets — Create tickets that sync back to your PSA
Configure PSA integration at: Settings → Integrations → Third-Party Apps
Customer Detail View
Click on a customer to see the full detail view with these tabs:
Overview
Summary cards showing total users, licenses, security score, and recent activity.
Tenants
List of all M365 tenants associated with this customer. Add or remove tenant associations.
Contacts
Additional contacts beyond the primary. Useful for escalation paths.
Tickets
Open and recent tickets for this customer across all their tenants.
Documents
Store customer-specific documentation like contracts or runbooks.
Activity Log
Audit trail of all actions performed on this customer's tenants.
Bulk Operations
- Import Customers — Upload CSV to create multiple customers
- Export — Download customer list as CSV or Excel
- Merge Customers — Combine duplicate customer records
- Archive — Hide inactive customers without deleting
API Reference
GET /api/msp-portal/customersList all customers with summary data
POST /api/msp-portal/customersCreate a new customer record
GET /api/msp-portal/customers/:customerIdGet customer details including associated tenants
PUT /api/msp-portal/customers/:customerIdUpdate customer information
DELETE /api/msp-portal/customers/:customerIdDelete customer (must have no associated tenants)
POST /api/msp-portal/customers/:customerId/tenantsAssociate a tenant with this customer