Note: Customers are in the process of being renamed to Organizations, and Contacts to End Users. You may see both in Syncro for the time being.

Prerequisites

• You must have previously Integrated with Microsoft as a single Tenant or as a Cloud Solution Provider (CSP).
• You must be an Administrator in the Syncro account.

Overview

Microsoft Tenants are mapped to Syncro Tenants. Organizations are then assigned to those Syncro Tenants. In many cases, there's a 1:1 relationship between an Organization and a Syncro Tenant. This 1:1 relationship is the default:

However, you might have situations where you would assign multiple Organizations to a single Syncro Tenant. 

For example, let's say you support a client with three office locations that are on the same Microsoft Tenant. However, each of those locations is billed and pays for IT services separately, so there is one Organization for each location in Syncro. You would want to assign all three Organizations to the one Syncro Tenant, then map that Syncro Tenant to the single Microsoft Tenant. See Move Existing Organizations to a Single Syncro Tenant for more information.

Note: Whenever you create a new Organization or edit an existing one, you'll have the option to select a mapped Syncro Tenant to act as its parent in the ORGANIZATION SETTINGS section. If you create a new Organization without having done the Microsoft integration and this mapping, Syncro automatically creates a Syncro Tenant with the same name as the Organization to provide an infrastructure for future scalability.

Map Your Syncro Tenants

Follow these steps to map your Syncro Tenants:

1. Navigate to Admin > RMM Settings - Microsoft Tenant Management. Syncro displays the Microsoft Tenant Management Page.
2. Click the vertical ellipsis ()  in the appropriate row, then select “Map Syncro Tenant.” Syncro displays the Start Tenant Mapping pop-up window.
3. Select an existing Organization from the Syncro Tenant dropdown menu.
4. Click Start Tenant Mapping. Syncro redisplays the Microsoft Tenant Management Page with the Syncro Tenant column filled in.
   Note: If your Syncro Tenant should have child Organizations, you may want to set that up. Edit each child Organization and select your Syncro Tenant from the dropdown menu in the ORGANIZATION SETTINGS section:
   
5. Click a hyperlinked Syncro Tenant name to view its Details Page, where you can now set up Microsoft Entra ID User Sync to take full advantage of this integration.

Move Existing Organizations to a Single Syncro Tenant

Let's say you support a client called “Foggy IT Services,” which has three locations that you bill separately. Therefore, you have three Organizations in Syncro: 

1. Foggy IT Services - Boston
2. Foggy IT Services - Waltham
3. Foggy IT Services - Burlington

You likely have one Microsoft Tenant for all of these Foggy IT Services locations, and it makes sense to put the multiple Organizations under a single Syncro Tenant. However, Syncro will automatically create three Syncro Tenants, one for each of your Organizations.

To change this to a single Syncro Tenant named “Foggy IT Services,” follow these steps:

1. Rename one of the automatically-created Syncro Tenants. (E.g., rename “Foggy IT Services - Boston” to “Foggy IT Services.”)
2. Re-assign the Foggy IT Services - Waltham and Foggy IT Services - Burlington Organizations to the "Foggy IT Services" Syncro Tenant from step 1.
3. Map the Microsoft Tenant for Foggy IT to the Syncro Tenant for Foggy IT Services.

When you're finished, you'll have multiple Customer Organizations in your table.

The following Syncro Tenant—"Foggy IT Services"—is mapped to a Microsoft Tenant with the name “Foggy IT,” which you see on the left: 

On the right, you can see that the “Foggy IT Services” Syncro Tenant is associated with three Organizations: Foggy IT Services - Boston, Foggy IT Services - Burlington, and Foggy IT Services - Waltham.

Here's a short video to illustrate the steps: