If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding.

The Orion API import allows you to bring over financial data from Orion, filtered based on the Rep IDs you select.

Orion API User Setup

To utilize the Orion API import, the firm must create an additional user profile within Orion specifically for the import process. See Obtaining Orion API Credentials or contact your Orion Support department.

Optional: Filter Import by Rep Codes

If you want to import assets only for specific Rep Codes, follow the steps below. If not, skip down to Importing Data.

Firm Setup:

1. Navigate to Settings > Firm Profile > Firm Preferences tab.
2. Click Edit.
3. Click Setup on the Orion Options line.
4. Select the checkbox for Require Rep Codes for Orion (API/Unattended).
5. Click Ok to close the dialog and then click Save to commit your changes.

Entering Rep IDs

1. In AE CRM, navigate to Import > Asset Import.
2. Click Settings.
3. Select Orion_API from the Select Interface to Configure drop-down. Click Next.
• If you do not see that option in the list, you will need to Add the Interface before you can proceed. Adding the interface will take you to step 6 automatically.
4. Navigate to Settings > User Profiles.
5. Select the configuration to edit. For most firms this will be Default. Click Next.
6. If you have not already, enter your API credentials in the Username and Password fields.
7. In the Rep Codes field enter the Rep Codes that you want used when the Orion API import is run. Multiple IDs should be separated by commas. An example would be 24,25,26. Rep Codes can be found in your Firm Profile > Representatives page in Orion.
8. Click Save to commit your changes.

Importing Data

1. In AE CRM, navigate to Import > Asset Import.
2. Select Orion_API from the Select Interface to Run drop-down. Click Next.
• If you do not see that option in the list, you will need to Add the Interface before you can proceed.
3. The majority of firms will be able to leave the Configuration set to Default. Click Next.
4. If this is your first time running the Orion API Asset Import, you will need to enter API User credentials established earlier. Enter the Username and Password.
5. Click Next.
6. You’ll be notified that the import has begun. Click Continue to resume working until the import is ready for review.

Reviewing Import Data

You will receive a System Alert when the imported data is ready to be previewed.

1. Open the Alerts window and click the System Alerts tab.
2. Click Acknowledge on the alert.
3. Click the Alert line to open it.
4. Click Click to Continue. The Asset Import: Preview Import Values window will open.
5. After verifying that the data to be imported is correct, click Import to AdvisorEngine CRM. A confirmation box will appear letting you know that the import process has been launched.

Assigning the Imported Data

You will receive a System Alert when the imported data is ready to be assigned to Records and approved.

1. Open the Alerts window and click the System Alerts tab.
2. Click Acknowledge on the alert.
3. Click Click to Continue. The Asset Import: Unassigned Accounts window will open. Any accounts from the import that have not previously been matched to a CRM Record will appear in the top Grid. These must be matched to Records to be imported. Any unmatched account data will be discarded from the import. To match accounts:
1. Using the checkboxes, select all the accounts belonging to a single Record in the upper Grid.
2. Search for and select the matching Record in the lower Grid.
3. Click OK in the pop-up to confirm the match.
4. Repeat the process until all accounts have been matched.
4. Click Finish to complete the Asset Import process.