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.
Update External ID Template
Where to locate the External ID within the card details in ORCA. See the image below for reference.
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.