Bulk Add Companies
To easily add all of your customers into Sync 365 License, we have a Bulk Add Company feature.
Note: This is only for delegated partner accounts. This cannot be done via global admin of a tenant (which we advise against using for security reasons)
- Click on Bulk Add Company
- You will be presented with a list of all of your Office 365 tenants.
- This will not show tenants that have been excluded or that are already added to the system
- You can select the auto-map button and we will attempt to match up Office 365 Tenants with Connectwise Companies.
- Check the companies that have been matched, and any that we could not find a similar company for will be highlighted in yellow
- Select a connectwise company for each of the tenants you would like to add
- Click on Save Customer Mapping when you are done
- All selected tenants will now be added into the system and ready to link their Office 365 Licenses to their Connectwise agreements