After being activated by your Arch Operations team, you can select the Exports page under the Partner Integrations tab.
From the Exports page, you can filter and select a specific Account and Integration.
Currently we offer these Export/Integration templates for:
Black Diamond
Wealthsite
Tamarac
Burgiss
Archway
Orion
FundCount
Once you have selected the correct Integration/Export and added any necessary filters, you can export the template using the three dots in the top right of the table.
Please, reach out to support@arch.co if you have any questions!