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Adding Black Diamond Mappings

In this article you will learn how to add Black Diamond Account Numbers and Symbols on the Arch portal

Updated over a year ago

Steps

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

  2. Click into the Black Diamond page

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

  4. Search for the holding you would like to add mapping for and select the pencil icon on the far right side of the page under the "Actions" header

  5. Add the Black Diamond Symbol and Account Number and click save

Related Articles
Addepar Integration Page
Editing an Addepar Mapping in Arch
Black Diamond Integration Page
Black Diamond Self Serve Exports
Adding Addepar Mappings through the Unmapped Holdings Table
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