Through the Addepar Integrations page, you can view and edit the current Arch / Addepar mapping of your holdings. You can also trigger a re-export of transactions for any updated mappings. One important thing to note here, if you are unable to see the "Partner Integrations" page or the "Addepar" tab under it, please reach out via Intercom or through your Arch Operations Manager to get that field turned on.
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 Addepar Integration Page.
Each transaction to Addepar has its own line item which has an action button associated.
Click on the action button to bring up the current Addepar Direct Owner and Entity ID that your Arch holding is mapped to.
You have the ability to directly update the mapping by editing the Addepar Direct Owner and Entity ID for the relevant holding
There is also the ability to re-export transactions for this update mapping. You can re-export all transactions, transactions after a certain date, or opt out of re-exporting any historical transactions.
