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.

This article describes how to:

  • Search your database of customer accounts.
  • Export a customer database as a comma-separated-values (.csv) file.
  • Export a customer's subscription information as a .csv file.

You can also export data about transactions and management actions for customers as activity logs. For more information, see View customer activity logs.

Search for a customer

To search for a customer:

  1. Sign in to Partner Center and select Customers.

    A list of your customers appears on the Customer List.

  2. You can narrow the search by using:

    • Search By to limit the search to company names, domain names, or Microsoft IDs
    • Search Customer list to enter text to search for
    • Dual partners (that is, tier 1 + indirect reseller) see duplicate customers in the list (that is, customers from both their tier 1 status and their status as an indirect reseller).
  3. ​In the search results, select the down arrow at the end of a row to reveal detailed customer information, such as:

    • Microsoft ID
    • Products
    • Subscriptions
    • Licenses
    • Administer services
    • Service costs

Filter your customer list

You can filter your customer list to view a subset of your customers.

Filter by indirect reseller

If you're an indirect provider, you can filter your customer list by an indirect reseller.

To filter by indirect reseller:

  1. Select the filter icon.
  2. Select Filter by indirect reseller from the dropdown.
  3. Select a reseller and then select Apply.

Filter by customers with whom you have an advisor relationship

If you have an advisor relationship with customers, you can filter your list to see only those customers.

Note

Enabling the Advisor filter slows retrieval of a customer list.

To filter by customers with whom you have an advisor relationship:

  1. Select the filter icon.
  2. Select the Advisor checkbox.
  3. Select Apply.

Update a customer's company name

You can update a customer's "Bill-to" company name and their company name on the customer list.

To update a customer's company name:

  1. Search for the customer.

  2. Under the customer's Bill-to information, update the company name.

    • When you save the new company name, the change only appears under Bill-to and on the customer list. The company name isn't changed anywhere else.

Export your customer list

To export your customer list:

  1. Sign in to Partner Center and select Customers.

  2. Select Export customers in the top right corner to silently send the customer list to the default download folder on your computer as a .csv file.

    Data columns in the Customers.csv file include:

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

Export customer subscription information

To export customer subscription information:

  1. Sign in to Partner Center and select Customers.

  2. Select the customer's Company name.

    The Subscriptions page opens, showing a list of the customer's product subscriptions.

  3. Select Export subscriptions to silently send the customer subscription data to the default download folder on your computer as a .csv file. 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

Next steps