Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_upt500 Primary key — never changes |
| Account number | UPT500 Links to ticketing and SQL |
| Display name | Upton Travel Services |
| Primary domain | uptontravel.co.uk Microsoft tenant mapping aid |
| Tenant ID | upt500-2921-4f2a-9c31-914272 |
| SQL external key | UPT500 |
| Account manager | Rachel Byrne |
| Status | Active |
| Created | 26 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 | 25 Aug 2026 05:00 UTC 4 hr ago |
| Last attempt | 24 Aug 2026 17:00 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
Upton Travel Services
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 | |
|---|---|---|---|---|
| Callum BellamyPrimary | IT Coordinator | [email protected] | 01388 300932 | Internal technical contact |
| Kofi Rowley | Operations Manager | [email protected] | 01745 761431 | Day-to-day escalation contact |
| Grace Beckett | Finance Manager | [email protected] | 01519 333334 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
UPT500 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.