Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_ivy009 Primary key — never changes |
| Account number | IVY009 Links to ticketing and SQL |
| Display name | Ivywell Publishing |
| Primary domain | ivywell.co.uk Microsoft tenant mapping aid |
| Tenant ID | ivy009-2735-4f2a-9c31-131598 |
| SQL external key | IVY009 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 08 Mar 2021 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 14 Apr 2027 |
| Last successful sync | 24 Aug 2026 18:00 UTC 15 hr ago |
| Last attempt | 25 Aug 2026 06:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Healthy Mapped to the DCS API |
| 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
Ivywell Publishing
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 | |
|---|---|---|---|---|
| Marcus SinclairPrimary | Managing Director | [email protected] | 01584 142416 | Decision maker for spend |
| Arthur Barnes | Finance Manager | [email protected] | 01308 115120 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
IVY009 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.