Orion - Importing Accounts to Existing Clients

Once you have completed Orion - Setting Up the Integration you are now ready to start importing accounts for your clients.  

1. Go to the Clients tab, and select the client for whom you will start importing accounts.

2. From the Profile  > select Finances > Accounts then click Add a New Account.

3. From the Add New Account list, select Orion Account

4. Select the accounts you want to import or select Link with a different Orion Household if you do not see any of your client's accounts