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All > Integrations > Stratifi & Addepar Integration

Stratifi & Addepar Integration

1. To set up an integration with Addepar log into your Stratifi account and go to Settings > Integrations > click on the Connect button in the Addepar tile.

2. Select what data you would like to import into Stratifi and click on the Connect button.

3. Fill in the Addepar credentials. These credentials are never saved in Stratifi.

4. Grant Stratifi access to fetch information from Addepar.

5. Addepar will exchange the credentials and send us a token to access the information. The token will have the same viewing permissions as the user who generated the token.

6. StratiFi will begin syncing.