Manage your customer list

Applies to

  • Partner Center
  • Partner Center for Microsoft Cloud for US Government
  • Partner Center for Microsoft Cloud Germany

Customer records are among your most important information assets in Partner Center. You can search your database of customer accounts, export the entire customer database, or export a subset, to an Excel-compatible comma-separated value file format (.csv). You can also export a customer's subscriptions information to a .csv file.

Activity logs also provide exportable data on transactions and management actions for customers. For more information, see View customer activity logs.

Search for a customer

  1. From the Dashboard menu, select Customers.
  2. To search for a customer, enter the customer name or domain name in the search box.
  3. Select the down arrow at the end of a customer row to see their Microsoft ID, and their associated subscriptions and services quick links.

Update a customer's company name

From the Dashboard menu, select Customers.

  1. To search for a customer, enter the customer name or domain name in the search box.
  2. Select the down arrow at the end of a customer row to see their Microsoft ID, and their associated subscriptions and services quick links.
  3. Under the customer's Bill-to information, update the company name. When you save the new value, it will be reflected in the customer list. This will only change the Bill-to company name and the customer list value. It will not be reflected anywhere else.

Export your customer list

  1. From the Dashboard menu, select Customers.
  2. Select Export customers.

    Partner Center converts your complete customer list into a .csv file and uploads it to the default download folder on your computer. You can also export subsets of customer data. Data columns include the following:

    • Microsoft ID;
    • Company name;
    • Primary domain name;
    • Relationship—the Partner's business relationship to each listed customer.

    By default, Partner Center exports the entire customer list, regardless of length. You can also search the customer list by company name or domain and export that subset of data.

  3. If you are an indirect provider, you can filter your customer list by indirect reseller. Select Filter by indirect reseller from the list and then choose a reseller.

Export customer subscription information

  1. From the Dashboard menu, select Customers.
  2. Select the Company name for any customer. The customer's Subscriptions page opens, showing their complete list of product subscriptions.
  3. Select Export subscriptions. Partner Center converts the customer's subscription data into a .csv file and uploads it to the default download folder on your computer. Data columns include the following:
    • Subscription ID;
    • Subscription—the product name for the subscription;
    • Quantity—number of purchased licenses;
    • Status;
    • Reseller—the ID of the reseller that owns and manages the subscription.

Note
For more information about subscription management, see Customer subscriptions.