Uniphi Data Gaps

Why this matters: Without a client organisation on the project, the sync can't link the project to a HubSpot Company. The deal still syncs (it only needs the project ID), but it floats unattached — FY revenue can't roll up to a client and the deal appears as an orphan in HubSpot search.

How to fix: Open each Uniphi project (link at the right) and set the Client / Principal Organisation. The sync picks up the link within 15 minutes — FY revenue starts flowing, the deal links to the right HubSpot Company.