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, especially for customers 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 custom fields (still found in theaccounts
table)
-
organization_accounts:
- Shows which invoice addresses (
accounts
) have been added to a managed organizationNote 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.
- Shows which invoice addresses (
-
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 and managed organizations
-
affiliations:
- Will be phased out.
- Use
organization_affiliations
for organization-user relationships going forward
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, notaccounts
. - Use
primary_account_id
to link organizations to their invoice addresses. - Switch 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. - Reports relying on the old
affiliations
table should be updated to useorganization_affiliations
. - 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 theorganizations
table. - Prepare for the deprecation of the
affiliations
table.
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 Table
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) |
For further details, refer to the API documentation or contact Eduframe support.