All guides, by feature
Link an ad account to a client
On the client’s Accounts tab, press Link Account and pick from the ad accounts that don’t have a client yet.
Before you start
- Who can do this
- Agency Owner or Admin. Everyone else can view.
- You need
- The platform connected in Integrations, with the account chosen on its connection.
- The account not already linked to another client.
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Accounts tab.
Under Linked Ad Accounts, press Link Account.
In Link Ad Account, find the account and press next to it.
Link any others the same way, then press Close.
When it worked
Orbit confirms “Ad account linked” and the account appears under [[Linked Ad Accounts]] with the date it was linked.
If something goes wrong
Orbit showsNo ad accounts linked. No unmapped accounts available in your agency.
Every account your agency has chosen already has a client. Choose more accounts on a connection in Integrations, or unlink the account from the client it’s on.
The account you want isn’t in the list.
The list shows only accounts with no client. If it’s on another client, move it in Integrations › Account Mapping. If it’s new, choose it on its connection first.
The account’s data hasn’t reached the client’s reports yet.
Linking from this tab doesn’t start a sync by itself. Assigning an account in Integrations › Account Mapping does, so use that when you need the data sooner.
How it works
Explainer: What assigning an account does
Each ad account belongs to one client. That decides whose dashboards, reports, pacing and Data chat answers its data appears in.
- Until an account has a client, its data syncs but appears nowhere: not in dashboards, reports or Data chat.
- An account can belong to one client only.
- Assigning an account starts a sync straight away. Earlier days catch up as Orbit re-syncs them, up to 90 days back.
- When you choose accounts on a connection, Suggested means Orbit pre-filled a client because its name appears in the account’s name. Nothing is saved until you save.
- Find Accounts adds accounts already chosen on a connection that are missing from this list. It doesn’t fetch new accounts from the platform: to add those, open the connection from Integrations.
- Re-check account names from Google/Meta refreshes names for every connection whose accounts you pick from a list, not only Google and Meta. Google Analytics, Shopify and Amazon Marketplace aren’t included.
Explainer: When data is missing but nothing failed
A connection can be healthy and still send nothing to a client’s dashboard. Usually an account isn’t chosen, has no client, or comes from a platform that doesn’t sync to reports yet.
- Needs accounts: the connection has no accounts chosen, so Orbit skips it. Press Finish setup → and choose them.
- Needs clients: it syncs, but some accounts have no client, so their data reaches no dashboard, report or Data chat answer. Assign them in Account Mapping.
- The platform doesn’t sync to reports yet. Only platforms marked Syncs to reports do.
- The account was assigned recently, so only recent days have filled in. Earlier days follow as Orbit re-syncs them.
- A teammate can’t see the client at all. Check their Client Access in Team.