The Addepar Integration page is a dashboard of the account activity, including both transaction (capital calls/distributions) and valuation data points, that have been pushed to Addepar via API.
Navigate to the Partner Integrations tab on the left-hand side and click to have your integrations appear
Click into the "Addepar" tab that appears to pull up the transaction page
This will bring up a view of all Arch updates that have been pushed to Addepar
Similar to all tables in Arch, this table can be adjusted for your preferred view, filtered, and sorted.
From the Exports page, you can see a list of all valuations and transactions Arch has received and attempted to export to Addepar
You will be able to see export status by looking under the "Transaction Status" column on the far right side of the page
On the "Unmapped Holdings" tab, you will see a full list of holdings that have the Addepar integration enabled but are missing the Direct Owner and Entity IDs that Arch needs to export transactions.
To add mappings, see our help center article here!
