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All Categories
Data Import & Integrations
Data Import & Integrations
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Integration with Addepar
How does the Addepar integration work?
How to connect with Addepar
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Import via CSV
How to import vault data
How to work with CSV in Excel
How to work with the External ID
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How to use our CSV templates
How to import data using ORCA CSV Templates to create your Dynamic Structure
How to Utilize Items / Entities Template
How to Utilize the Ownership Transactions Template
How to Utilize the Roles Template
How to Utilize the Liabilities Transactions Template
How to Utilize the Cash Flow Template
How to Utilize the Market Value / Valuations Template
How to Utilize the Total Number of Shares Template
How to Utilize the Update External ID Template