Onboard Customers

You can add customers individually or import multiple customers at once in ServiceDesk Plus MSP Cloud.

Role Required: SDAdmin

The MSP may be handling IT services for numerous clients. Adding these clients to the application as customers helps in segregating and scoping their data. The customers can be filtered using the drop-down in the header, making the app tailored to address the selected customer's needs. 

Add a New Customer 

1. Go to the Customers module.
   
2. Click New Customer. 

• Use the pointers below to fill out the form.
  

• Name: Enter the customer name.
  

• Description: Provide a brief description of the customer.
  

• Default Site: Specify the primary location of the customer.
  

• Support Email: Select the verified email address for receiving customer-specific requests. Learn more about verifying email IDs.
  

• Support Name: Specify the support name for the customer.
  

• Login Logo: Upload the logo that must be displayed on the login page for the customer.
  

• Header Logo: Upload the customer's logo. This logo will appear in the customer requester portal header.
  

1. Address: Provide the address details in this section.
   
2. Contact: Enter the contact details of the customer such as Email ID, Fax No., Phone No., and Website URL.
   
3. Attachments: Upload files related to the customer, if any.
   
1. Click . By default, this option will open a pop-up to attach files from the computer. To attach files from the Cloud, click and select Attach files from Cloud.
   
4. Finally, click Save.
   

 

 When a customer is added, a service URL will be created automatically by the application.  You can later create a new service URL or add a new custom domain under the Directory tab in the customer details page.

Import Customers 

Alternative to adding customers individually, you can also import multiple customers at once as a CSV, XLS, or XLSX file in ServiceDesk Plus MSP Cloud.

Click Import Customers in the customer list view. You will be redirected to the Import Data page under Setup > Data Administration.

Click here to know more about importing data.

• Related Articles

• Customers - Overview

  The Customers module lets you manage clients of the managed service provider (MSP). The MSP can maintain detailed records of all customers and their information, including associated solutions, advisory details, announcements, and more in the ...

• Edit or Delete Customers

  Role Required: SDAdmin Edit Customer Details Go to the Customers module. On the list view, click displayed on the customer and select Edit. Make changes to the Edit Customer form and click Save. Alternatively, you can access the Edit button on the ...

• Create Announcements for Customers

  You can create announcements or associate existing announcements for customers to notify them about important information. Role Required: SDAdmin, SDSiteAdmin, or AnnouncementConfig role with View Customers permission. Consider a scenario where the ...

• Associate Solutions to Customers

  You can create a new solution or associate existing solutions to customers from the customer details page. Users in the customer organizations can search solutions in the knowledge base to troubleshoot the issues they encounter. This knowledge base ...

• Add Attachments to Customers

  Attach files and documents to customers to provide additional information. You can attach important documents such as contracts, MoCs, and other relevant files associated with both you and the customer. Go to the Customers module and open a ...