All guides, by feature
Change which accounts a connection syncs
Open the connection, press Change on its accounts card, choose the accounts and their clients, and save. Orbit starts a sync for accounts that have a client.
Before you start
- Who can do this
- Agency Owner or Admin
- 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 press Manage → on the connection.
On its accounts card, such as Ad accounts, press Change, or Choose ad accounts if none are chosen yet.
Tick the accounts to sync and pick the client each belongs to. For Google Analytics, Shopify or Amazon Marketplace, type the one property ID, store domain or Seller ID instead.
Press the save button, such as Save 3 ad accounts, or Save for a single ID.
When it worked
Orbit confirms, for example, “Saved 3 ad accounts”, with “A sync has started.” underneath.
If something goes wrong
Orbit shows2 still need a client in Account Mapping before data appears in reports.
Open Account Mapping and choose a client for each.
The confirmation says Orbit doesn’t sync this platform into reports.
Only Facebook Ads, Google Ads, LinkedIn Ads, Google Analytics, Shopify and Amazon Marketplace reach reports. Accounts on other platforms are saved and mapped, and start syncing once Orbit supports them.
Orbit showsA GA4 property ID is a number of at least 6 digits.
Use the numeric property ID from GA4 Admin → Property details.
Orbit showsUse the store’s .myshopify.com domain.
Enter the store’s .myshopify.com domain, not its custom domain.
Orbit showsA Seller ID is 8–20 letters and digits, e.g. A2KAOL6SMEUIZT.
Copy your Seller ID (Merchant Token) from Seller Central → Settings → Account Info.
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: What a connection’s page shows
Each connection has its own page, opened with Manage → in Integrations. It shows the connection’s status, how much data it has brought in, its accounts and its recent syncs.
| Section | What it shows |
|---|---|
| Connection Status | Connected, Needs accounts if none are chosen, or the platform’s own status. |
| Rows count | All the data the connection has brought in, named for the source: Performance rows, Days of site data, Orders, Days of sales data, Contacts, Messages or Files. |
| Last ETL Sync | When it last synced, such as “3h ago”, or Running... or Never. |
| Accounts card | The chosen accounts, each with its client or No client. Owners and Admins can Change them. |
| Connection Details | The Data Source and an ID for the connection. |
| Recent ETL Sync Jobs | The last 10 syncs, with Status, Records, Started and Duration. |
| Actions | Reauthenticate and Delete Connection, for Owners and Admins. |
- While a sync runs, the page refreshes itself every 5 seconds, for up to 10 minutes.
- There’s no sync button here, on purpose. The first sync starts when accounts are saved with a client, and the daily schedule takes over from there.
- The rows count is hidden, rather than showing 0, when Orbit doesn’t know where the source’s data goes.
- Anyone at your agency can open the page. Only Owners and Admins can change accounts, reauthenticate or delete.
Explainer: What each kind of source does in Orbit
Six platforms send data to reports. Other ad platforms can be connected and their accounts saved for later. CRM, messaging, file, database and similar sources connect, but send nothing to reports.
| Source | After you sign in | Reaches reports |
|---|---|---|
| Facebook Ads, Google Ads, LinkedIn Ads | Tick ad accounts from a list | Yes |
| Google Analytics | Type one GA4 property ID | Yes |
| Shopify | Type the store’s .myshopify.com domain | Yes |
| Amazon Marketplace | Type your Seller ID | Yes |
| Other ad platforms, such as Microsoft Advertising, Snapchat, X or YouTube | Choose or type accounts | Not yet. Accounts are saved for when it does. |
| CRM and email marketing, such as HubSpot, Salesforce or Mailchimp | Nothing more to set up | No |
| Messaging and files, such as Slack, Gmail, Google Drive or Google Sheets | Nothing more to set up | No |
| Databases and warehouses, such as BigQuery, Snowflake or PostgreSQL | Nothing more to set up | No |
| Project management, support, payments and finance, such as Jira, monday.com, Zendesk, Stripe or QuickBooks | Nothing more to set up | No |
- Data chat can answer questions about HubSpot, Salesforce, Slack, Google Drive, monday.com and BigQuery by querying them directly, since their data isn’t stored with your ad results.
- Sources that don’t reach reports show Never synced on the Dashboard. Nothing is wrong.
- Every connection belongs to your agency. Its accounts, not the connection, are assigned to clients.