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Overview
When using Zapier integrations with AdviserLogic, client records may occasionally be created without being fully linked to an existing client or workflow. These records are commonly referred to as orphan records.
Orphan records can occur when a Zap creates a new contact instead of matching an existing client, when mandatory information is missing, or when the integration encounters unexpected data during processing.
Regularly reviewing and managing orphan records helps maintain data quality and prevents duplicate or incomplete client records within AdviserLogic.
📌Tip
This feature requires Administrative Tool access
Managing orphan records created by Zaps
Select any of the zaps
These are predefined Zap templates. Choosing from this list of zaps allows users to start automating.
Once the Zap is created and the data pulls through to AdviserLogic, please complete the steps below.
Login to the Morningstar portal using your credentials > go to Tools > Administrative > Data Import-Map Orphan Record
On the home screen, click the Tool button.
The two options available for Zaps are Map Orphan Record-Clients/Partners and Map Orphan Record-Entities
For Client Details - Map Orphan Record-Clients/Partners
For Entity Details (Company/ Trust/ Superfund) - Map Orphan Record-Entities.
Client/Partner screen - Shows clients saved temporarily in the orphan screen.
Quick Map functionality will allow mapping the imported unmapped data to new/existing client or partner.
A confirmation pop-up will open; select the OK button to proceed.
📌Note
After selecting the OK button, the record will be saved as the new client.
The functionalities (Discard and Export) on the top right corner will allow you to discard the orphan records or export them as a CSV file.
