The Orion Contact Push integration allows you to send Record Contact Info changes from AdvisorEngine CRM to your Orion Contacts. This is a one-way sync that only pushes info from AE CRM to Orion.
This article will cover the following:
Orion Contact Push is a firm-wide setting. Follow these steps to enable the function for your firm.
AE CRM now has a connection to Orion. You can begin connecting CRM Records to Orion Clients
Each CRM Record you want to send contact info from must be connected to its corresponding Orion Client. This can be done Record by Record by manually entering the Orion ID, or you can mass match your entire CRM Record list at once.
This process will scan all Records in your AE CRM database and compare them to all your Orion clients. It will attempt to auto-match as many as it can and provide you the option to manually override the matches and pair up any that are not automatically matched. Once all matches have been made, it will push all contact info from AE CRM to Orion for every matched Record.
Automatic matches will be made based on Person 1 SSN, Person 2 SSN, or Record Primary Email.
All contact info types selected in setup will be pushed from AE CRM to the matching Orion Clients (this will include any Records you previously matched if you are doing this a second time). Future edits to contact info on any connected Records will be pushed automatically to Orion.
This process allows you to connect a single Record to its Orion counterpart manually.
The Record is now linked to the Orion client. This process will not send the current contact info to Orion, but will send all changes made in AE CRM going forward. To send the current contact info, edit and save each area of contact info on the Record you want to send to Orion.
See Record Contact Info Overview for more information on Record vs Person Contact Info.
The Record Primary mailing address is sent to Orion.
The Record Primary email address is sent to Orion.
Orion supports up to six types of Phone numbers. To determine which phone numbers to populate in which Orion types, you must set the Type correctly in AE CRM. Only Phone Numbers belonging to the Record will be sent. Any that belong to either Person on the Record will be ignored. All types except Mobile support extensions.
|Orion Type||Supported AE CRM Types||Supports Ext|