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GET STARTED
Introduction
Authentication
Rate Limit
Status Code and Errors
Endpoints
Long request operations
Fund subscription
Key Concepts
GraphQL
New GraphQL Schema Updates: Introducing Subfund
REST API
Legacy Webhook
Dashboard data
Best Practices
GraphQL Query Complexity Limitation
Use Templates for Data Import & Export
Synchronous vs. Asynchronous Calls
Email Template
Naming convention for Custom ID
Retrieve data from miniform
INVESTOR DATA MANAGEMENT
Key Concepts
Supported Workflow
REST API
Legacy Webhook
Data Room
Key Concepts
REST API
WEBHOOK
Introduction
Configure your Endpoints
Webhook Signature Verification
Retry Schedule
Rate Limit
Troubleshooting Tips
Source IP Address
Events
Fund Subscription Events
Fund Created
Order Created
Order Close Updated
Order Status Updated
Order Tag Updated
Order Document Uploaded
Data Extraction Status Changed
IDM events
Client-related events
Investment entity-related events
Contact-related events
Profile-related events
Document-related events
Data Room events
User-related events
Document System
Document Uploading
FAQ
INTEGRATION HUB
Integration Hub Directory
Key concepts
Mission and core components
Configuration vs permission
User role
Data management
Set up your first instance
AML/KYC App
WorldCheck Integration
Prepare WorldCheck credentials
Automated AML check
Communication App
Microsoft Outlook Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Gmail Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Slack Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizard
Microsoft Teams Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
CRM App
Allvue CRM Integration
DealCloud Integration
Getting DealCloud API key and secret
Investor onboarding
Retrieve subscription data
Salesforce Integration
Salesforce connected app
Investor onboarding (FS, single contact)
Investor onboarding (FS, multi-contact)
Investor onboarding (IDM)
Retrieve subscription data
Retrieve subscription documents
Permission setup for Salesforce
Create custom flow and trigger point in Salesforce
Affinity Integration
Prepare Affinity API key
Investor onboarding
File Storage App
SFTP Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Google Cloud Storage Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
DropBox Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Microsoft SharePoint Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration
Box Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Google Drive Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Azure Blob Storage Integration
Step 1: Retrieve credentials for third-party apps
Step 2: Anduin configuration wizards
Other Apps
FIS Investran Integration
Data warehouse app
Snowflake Integration
Prepare Snowflake credentials
Data synchronization
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