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Connect a client

Step 4: Import the client into Lemhi Engage

Finish Partner Connect if it's your first client, then import the client from Microsoft 365 and watch it show Connected.

Written By The Lemhi Product Team

Last updated About 21 hours ago

This is for the MSP admin with an Active relationship and an assigned security group. When you finish, the client shows Connected in Lemhi Engage and Lemhi has pulled its data.

Partner Connect first

If this is your first client in Lemhi, complete Partner Connect first. Sign in to app.lemhi.ai with Microsoft and follow the Partner Connect step, signed in as the account from Before you connect a client.

If Partner Connect was done before the account became an Admin agent, run it once more.

If you just added the account to the security group, wait about 15 minutes before you import.

Connect the client

  1. In Lemhi Engage, go to Clients > Add Client > Import from Microsoft 365. The list shows every tenant you have a GDAP relationship with, so the client appears once Step 2 is approved.

  2. Check the client's tenant and select Import. If the client already exists in Lemhi, open it and use Link M365 tenant instead.

  3. Lemhi grants its application consent in the background through Partner Center. There's no redirect and nothing more for the client to click. Within a few seconds the client shows Connected.

What Lemhi pulls

Lemhi then pulls the client's name, verified domains, licensing, employees, and groups. You can re-sync at any time from the client's Employees page (Sync from M365) and run the first readiness scan right away.

If the client doesn't reach Connected, see A client won't connect.

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