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How to Utilize the Update External ID Template

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
  • 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.
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Update External ID Template

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

Notion image

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.
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