This article will explain the requirements and process to off-board customers from Spinpanel.
If you, the Microsoft Partner, would like to remove a customer from Spinpanel please review the following requirements, considerations, and process.
Requirements: The Microsoft Relationship must be removed
Confirm by going to the Microsoft Partner Center > Customers and make sure the customer no longer shows up in this list
Considerations: Once the customer is removed they will no longer appear in Spinpanel anywhere
Historical data will no longer be available in the Spinpanel reports
If you are using any of Spinpanel's Billing Connectors, wait till month-end after all subscriptions and usage has been billed before removing the customer
CSV Connector: Remove the customer mapping after the final invoice has been sent
Autotask Connector: Remove the services from the Autotask contract after the final invoice has been sent
Process: Send an email to Spinpanel Support at firstname.lastname@example.org and include the following information:
- Request for customer removal
- Name of the customer
- Customer Tenant ID
- The *.onmicrosoft.com domain
Spinpanel Support will then process your request and send you an update once the customer has been successfully removed.