All guides, by feature
Assign ad accounts to a client
Account Mapping sets which client each ad account belongs to, which decides whose reports its data appears in.
Before you start
- Who can do this
- Agency Owner or Admin. Everyone else can view.
- You need
- At least one platform connected in Integrations, with its accounts chosen.
- The client you’re assigning to already added in Clients.
- Where in Orbit
- Sidebar › Data › Integrations
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Integrations and choose Account Mapping.
Set Status: to Unmapped to see the accounts that still need a client.
In the column, choose the client for each account.
Missing an account? Press Find Accounts to bring in accounts chosen on a connection.
When it worked
Orbit confirms “Mapping updated” and the account’s badge changes from Unmapped to Mapped.
If something goes wrong
Orbit showsNo accounts yet. Accounts appear here once they’re chosen on a connection.
Open Integrations, find the connection marked Finish setup →, and choose its accounts.
Orbit shows1 connection has no accounts chosen, so it isn’t syncing:
Press the link in the banner, such as Google Ads — choose accounts →, and pick the accounts to sync.
You can see the accounts but the client dropdowns are greyed out.
Only an Agency Owner or Admin can assign accounts. Ask one of them, or ask to have your role changed in Team.
An account’s name looks out of date.
Open the menu and choose Re-check account names from Google/Meta.
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.