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Addepar Transaction Guide

This article outlines the data points that Arch can push to your Addepar instance

Updated over 7 months ago

From Account Statement activities: The 'Value' from the Account Statement in Arch will export to Addepar and update the 'Value' field for the corresponding position.


​From Cash Flow (Capital Call Requested or Distribution Notice) activities: Cash Flows are exported as transactions to Addepar. Please see the table below for how Arch's Cash Flow Allocation Types align with Addepar's Transaction Types.

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