Integrations
Bipsync
Connect Addepar’s portfolio data with your investment research and due diligence workflows in Bipsync’s purpose-built research management software.
Unified Investment View |
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Improved Data Consistency |
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Enhanced Operational Efficiency |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration GuideGetting Started
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
Request the integration
In order to set up the Bipsync and Addepar Integration, you will need to have the proper access on both applications.
Configuring an Addepar View
In order to sync data to Bipsync, a View must be created and saved in Addepar. This view should contain all of the attributes that you would like to sync into Bipsync or from Bipsync to Addepar. Please reach out to Addepar Support and request Bipsync views be added to your firm.
Configuring Authentication
Bipsync authenticates securely with Addepar using OAuth. Open the Setup App and navigate to Integrations -> Addepar -> Configuration. You will be redirected to Addepar and asked to authorize the Bipsync integration.
Configuring Field Mapping
Field mapping is the process of matching your Bipsync schema (Pipelines, Content Types and Fields) to their equivalents in Addepar (Views and attributes).