Orbnex ConnectQuick Start Guide
Customer manual

Start, document, connect, and review with Orbnex Connect.

A short guide for operators and customers using Orbnex Connect for cross-connect documentation, CRM linkage, migrations, and enterprise power planning.

Signup Portal CRM Power Audit
Best path: create access, complete checkout, sign in, review the dashboard, connect CRM data, then use Power Planning for enterprise capacity workflows.

1. Create Access

  1. Go to orbnexconnect.com/access.
  2. Create an account with company, name, username, work email, and password.
  3. Complete secure Stripe checkout.
  4. Return to Access and sign in.
  5. The portal opens after the subscription check passes.

2. Use The Portal

  • Dashboard: active circuits, migrations, broken paths, CRM status, and health.
  • Inventory: search by circuit, provider, facility, status, MRC, and renewal.
  • Detail: path trace, performance, LOA, CRM reference, and activity.
  • Map: facilities, providers, carriers, and customer paths.
  • Docs + Audit: keep changes and handoffs traceable.

3. Connect CRM Data

  1. Choose the source system: Salesforce, HubSpot, ServiceNow, Dynamics, Pipedrive, DCIM, CSV, or API.
  2. Map the external record ID, customer, circuit ID, provider, facility, A-end, Z-end, status, MRC, and renewal fields.
  3. Test a small sample before a full import.
  4. Review rejected or incomplete records.
  5. Never share webhook secrets or CRM tokens in email or spreadsheets.

4. Use Power Planning

  • Add RPP capacity records for each workspace before assigning breaker spaces.
  • Save customer power assignments with cabinet, RPP, panel, breaker, feed, kW, and approval notes.
  • Check utilization before assigning new load.
  • Use green for healthy, yellow for watch list, and red for overload or review.
  • Only oversubscribe when the engineering rule allows it.
  • Keep assignments tied to the workspace audit trail.

5. Daily Workflow

  1. Sign in.
  2. Check warnings and migration items.
  3. Review new CRM/import records.
  4. Fix missing facility, provider, A-end, Z-end, LOA, renewal, or cost data.
  5. Check power capacity before committing new customer assignments.
  6. Record changes so the audit trail stays clean.

6. Excel Exports

  • Cross-connects: export portal circuit records as CSV for Excel.
  • Power assignments: export customer, cabinet, RPP, panel, breaker, feed, phase, allocated kW, measured kW, and status.
  • RPP capacity: export capacity, allocated load, reserved load, measured load, phase load, oversubscription, and risk.
  • Templates: download circuit import, CRM mapping, power assignment, and RPP capacity templates.

8. Get Support

Contact ORBNEX when a paid user cannot access the portal, a CRM import has missing fields, a webhook needs setup, a power rule needs review, or a customer needs a custom dashboard.

Email: info@orbnexlabs.com