Organization Feature Changes in Eduframe

We are changing how organizations are managed and represented in the platform, with the goal to reduce duplicate organizations. This update impacts both the data model and the way reporting should be performed using Power BI.

Interested in the functional changes? Read this article.

Previous Data Model

Originally, organizations were represented using the following tables:

• accounts: Organizations were identified as accounts with type: business.
• affiliations: Linked users to organizations (business accounts) and indicated if a user was a key contact.

New Organization Management System

Eduframe now provides a dedicated management system for organizations, with the following changes:

New Tables and Endpoints

• organizations:

  • Represents managed organizations
  • Each organization has a primary_account_id referencing the primary invoice address and its custom fields (still found in the accounts table)

• organization_accounts:

  • Shows which invoice addresses (accounts) have been added to a managed organization

    Note that from the UI just one of the organization's invoice addresses can be used for new orders & invoices, which is the primary invoice address, indicated by the primary_account_id on the organization.

• organization_affiliations:

  • Lists users belonging to a managed organization
  • Indicates whether a user is a key contact

Updated Role of Existing Tables

• accounts:

  • Continues to exist
  • Now represents invoice addresses for both individuals, personal business addresses and managed organizations

• affiliations:

  • Will be phased out
  • Use organization_affiliations for organization-user relationships going forward

warning

The affiliations table will be removed after general availability of the organization changes. The exact date will be announced ahead of time in our newsletter and will be displayed here.

Impact on Reporting

Once the new organization system is rolled out to your Eduframe environment:

• Reports should now use the organizations table for organization-level data, not accounts.
• Use primary_account_id to link organizations to their invoice addresses.
• Switch from the old affiliations table to organization_affiliations for accurate user-organization relationships.
  • The key contact status is now available in this new table.
• Use organization_accounts to see all invoice addresses associated with an organization.
• The accounts table remains relevant for invoice address details.

Migration Recommendations

• Update Power BI queries and data models to use the new tables
• Review any logic that identifies organizations by accounts.type = business and switch to the organizations table.
• Prepare for the removal of the affiliations table by switching to the organization_affiliations table

To use organization data like before:

1. Import organizations
2. Merge Organization data (Organizations + its Primary Accounts, using the primary_account_id)
3. Import organization_accounts (link via semantic model)

To use organization affiliations like before:

1. Import organization_affiliations
2. Link Organization & User in semantic model

tip

To ensure your reports are ready for the upcoming changes, we recomment to install our custom connector beforehand. This will allow you to adapt and test your reports before the official release if the connector. Contact support@drieam.nl for details.

Summary

Differences

Purpose	Old Table	New Table
Organizations	accounts	organizations
Organization invoice address(es)	accounts	organization_accounts
User-organization affiliations	affiliations	organization_affiliations
Invoice address details	accounts	accounts (unchanged)

Diagram of the new situation

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For further details, refer to the API changelog, general API documentation or contact Eduframe support.