Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_upt869 Primary key — never changes |
| Account number | UPT869 Links to ticketing and SQL |
| Display name | Upton Logistics & Co |
| Primary domain | uptonlogistics.co.uk Microsoft tenant mapping aid |
| Tenant ID | upt869-4876-4f2a-9c31-881464 |
| SQL external key | UPT869 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 19 Feb 2020 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 31 Aug 2027 |
| Last successful sync | 23 Aug 2026 20:00 UTC 2 days ago |
| Last attempt | 24 Aug 2026 11:00 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 Logistics & Co
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 | |
|---|---|---|---|---|
| Amelia RowleyPrimary | Managing Director | [email protected] | 01536 363333 | Decision maker for spend |
| George Jameson | HR Manager | [email protected] | 01776 511389 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
UPT869 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.