Manage your customer list - search, update, or export customer information in Partner Center

Applies to: Partner Center | Partner Center for Microsoft Cloud for US Government

Appropriate roles: Admin agent

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 of the database to an Excel-compatible, comma-separated-values format (.csv) file. 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

To search for a customer:

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. On the Customer List, enter a company name, domain name, or Microsoft ID in Search Customer list. (You can narrow the search to just company names, domain names, or Microsoft IDs using the Search By dropdown box.)

  3. ​In the search results, select the down arrow at the end of each row to reveal detailed customer information, such as Microsoft ID, Products, Subscriptions, Licenses, link to service management page to Administer services, and Service costs.

Note

Dual Partners (Tier 1 + Indirect Reseller) will see duplicated customers in the list due to relationships with customers as a tier 1 and as an indirect reseller

Filter your customer list

If you're an indirect provider, you can filter your customer list by an indirect reseller. Select the filter icon and select Filter by indirect reseller from the dropdown, choose a reseller and hit apply.

If you have an advisor relationship with your customers, you can filter your list to just see those specific customers. Select the filter icon, select the Advisor checkbox and hit apply. Note: Enabling the advisor filter lowers the performance of retrieving the customer list.

Update a customer's company name

To update a customer's company name:

  1. Search for the customer using the previous steps.

  2. Under the customer's Bill-to information, update the company name. When you save the new value, the change is reflected in the customer list. Only the Bill-to company name and the customer list value are changed. The change isn't reflected anywhere else.

Export your customer list

To export your customer list:

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. Select Export customers.

    Partner Center converts your complete customer list into a .csv file and silently sends it to the default download folder on your computer. Data columns include:

    • Microsoft ID
    • Company name
    • Primary domain name
    • Relationship—the partner's business relationship to a customer, for example Cloud Reseller

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

Export customer subscription information

To export customer subscriptions:

  1. Sign in to the Partner Center dashboard and select the Customers tile.

  2. Select the Company name of any customer. The Subscriptions page opens, showing a complete list of the customer's product subscriptions.

  3. Select Export subscriptions. Partner Center converts the customer's subscription data into a .csv file and silently sends it to the default download folder on your computer. Data columns include:

    • 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.