Addepar Integration

Create the New User

Log in to Addepar as an Admin. Go to Firm Administration → Users → Add User.

Enter:

• * First Name: Milemarker, Last Name: Org
• * Email: client_role@milemarker.co
• * Role Assignment: create a new 'custom role' (see step 2)

Assign Required Permissions

For API extraction capabilities, the role should include:

Apply Permissions

In the new user's Permissions tab, make sure they inherit the role created above. Double check the data scope (make sure All Data).

Generate API Credentials

Go to Firm Administration → Firm Settings → API Access Key. Click + New API Key, add a description, and submit.

Copy the API Key and Secret. Send to Milemarker (connect@milemarker.co) using the secure portal Password Link.

Notify Milemarker

Let Milemarker know once new user credentials have been created.

Open Analysis Tool

Within Addepar, open the Analysis tool (any table/view).

Click Export

Click Export (above the table).

Generate API URL

Choose Generate API URL.

Copy the Firm ID

In the generated URL, copy the number after "addepar_firm=....." That value is the Firm ID.

Send Firm ID

Send the Firm ID through the secure portal Password Link to connect@milemarker.co.

Select a Portfolio

Go to Analysis & Reporting and select a Portfolio.

Click Analysis Tab

Click the Analysis tab.

Access API Options

In the upper right corner of the table, click the "..." button.

Access View Using API

Click Access view using API.

Select Query API

Select Query API and click Next.

Copy Code Tree

In the upper right corner of the code tree, click copy.

Send Code Tree

Send the code tree through the secure portal Password Link to connect@milemarker.co.