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Adding Addepar Mappings through the Unmapped Holdings Table

In this article you will learn how to add Addepar Direct Owner and Entity IDs through the Unmapped Holdings tab

Updated over 4 months ago

Steps

  1. Navigate to the Partner Integrations tab on the left hand side of the portal

  2. Click into the Addepar page

  3. On the top of the page, select "Unmapped Holdings"

  4. Search or filter for the holding you would like to add mappings for

  5. Enter the Direct Owner and Entity IDs

  6. Click the Save icon on the far right side of the page next to the mappings

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