Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_cle062 Primary key — never changes |
| Account number | CLE062 Links to ticketing and SQL |
| Display name | Cleveley Travel Partners |
| Primary domain | cleveleytravel.co.uk Microsoft tenant mapping aid |
| Tenant ID | cle062-8238-4f2a-9c31-257594 |
| SQL external key | CLE062 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 17 Oct 2019 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 09 Dec 2026 |
| Last successful sync | 22 Aug 2026 15:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 16:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Source unavailable No SQL mapping for this account |
| Schedule | Weekly — users, licences, usage reports Configurable per dataset and customer |
Connection changes require the administrator role.
Branding
Saved once and reused automatically for future dashboards and packs
Editable
Customer logo
PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.
Meeting pack preview
Cleveley Travel Partners
Saved branding is applied to this customer's dashboard, exports and every future meeting pack.
Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.
Customer contacts
Who to speak to. Used for meeting invitations and pipeline follow-up.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Chloe KowalskiPrimary | HR Manager | [email protected] | 01476 826075 | Starters and leavers |
| Marcus Delaney | IT Coordinator | [email protected] | 01802 890558 | Internal technical contact |
Prototype controls
Demo-only switches for showing how the phases differ
CLE062 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.