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Data Import & Integrations

Data Import & Integrations

Integration with Addepar

How does the Addepar integration work?

How to connect with Addepar

Import via CSV

How to import vault data

How to work with CSV in Excel

How to work with the External ID

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


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