Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_sou186 Primary key — never changes |
| Account number | SOU186 Links to ticketing and SQL |
| Display name | Southwell Roofing LLP |
| Primary domain | southwellroofing.co.uk Microsoft tenant mapping aid |
| Tenant ID | sou186-4825-4f2a-9c31-466763 |
| SQL external key | SOU186 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 24 Apr 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 13 Oct 2027 |
| Last successful sync | 22 Aug 2026 16:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 09:00 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
Southwell Roofing LLP
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 | |
|---|---|---|---|---|
| Theo WhitfieldPrimary | Managing Director | [email protected] | 01958 671969 | Decision maker for spend |
| Charlie Sinclair | HR Manager | [email protected] | 01574 815173 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
SOU186 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.