Update External ID Template guidelines:
- Use this template if you plan on updating the external IDs in Bulk
- You can match the External ID to your Accounting reporting tool
- Please read about the External ID
- Click the Toggles ▶️ to reveal the examples
- If you leave the External ID field empty in ORCA and export the vault data, ORCA will automatically generate External IDs for you. See the image below for reference.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Faba5529a-e8ff-4d4c-b470-a458e68a7de3%2F177d9832-621a-459e-834e-dc911edbd55b%2FUntitled.png?table=block&id=b40f9a64-d03f-4151-a9d9-bbf00bae4c10&cache=v2)
Update External ID Template
Where to locate the External ID within the card details in ORCA. See the image below for reference.
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2Faba5529a-e8ff-4d4c-b470-a458e68a7de3%2Ff9570d3a-2451-48da-959c-fcb8b8ed74b6%2FUntitled.png?table=block&id=6e501c7b-d87d-46ff-a9d3-92dc499a801d&cache=v2)
Column A - Type (Required) - The type will always be “entity”
Column B - Old ID (Required)
- To note
- You can match the ID numbers that your Accounting software provides
- You can use Letters and Numbers
- Do not input any space in the External ID
- Example External IDs:
- Person: Richard Thomas Miller
- Examples:
- Example #1 = RTM
- Example #2 = 013
- Example #3 = Rich_Thom_Mill
- You may replace the underscore ( _ ) with a dash (-) or period ( . )
- Company Name: Accelerator Tech Fund
- Examples:
- Example #1 = Accelerator_Tech_Fund
- Example #2 = Company0111
- You may replace the underscore ( _ ) with a dash (-) or period ( . )
- Asset: House in Zurich
- Examples:
- Example #1 = House_in_Zurich
- Example #2 = House_123
- You may replace the underscore ( _ ) with a dash (-) or period ( . )
Column C - New ID (Required)
- Refer to the examples above for guidance.