How to Set up the Passthrough & Ontra integration

Ontra's Passthrough integration automatically syncs subscription documents and related fund and investor data to Insight for Funds and Atlas after a fund closing. 

• The Passthrough and Ontra integration is available for Insight for Funds and Atlas only.
• You must be an Ontra Admin user to set up the integration. 

Generate API Key in Passthrough

To connect Ontra and Passthrough, first generate the necessary API key within your Passthrough account. 

1. Log in to your Passthrough account.
2. Navigate to the Settings.
3. Scroll down to the Integrations section and find Ontra.
4. Click the Connect button next to Ontra. 
5. A pop-up will appear asking you to confirm. Click Generate API Key and copy the key. 

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Connect Ontra to Passthrough

Next, use the generated API key to establish the connection in Ontra.

1. From your Ontra account, navigate to Integrations in the left sidebar.

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2. Find the Passthrough card and click the Connect button.
3. A Connect to Passthrough pop-up will appear. Paste the API key you generated in the previous step into the Passthrough API Key field.

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4. Click Save. The integration is now set up!

Passthrough Document and Data Syncing

The fully executed fund documents and fund and investor details sync to Ontra, automatically triggered once a fund has closed in Passthrough (does not have to be final close).

1. Once the closing is "Fully executed" in Passthrough, the fund data, investor data, and executed subscription documents are automatically shared with Ontra.
2. Ontra’s implementation team reviews and approves each document to ensure it’s labeled correctly, and AI will begin the abstraction process. 

 In Insight for Funds

1. Navigate to Insight > Funds. 
2. Locate the newly created fund. Check Fund Details; your fund's information (Name, Status, Legal Entity, Investing Parties, Committed Capital, and Close Date) will be available, synced from Passthrough.

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3. Once approved by our implementation team, final executed Fund Documents will appear under the associated fund.  
4. AI will then begin structuring underlying obligation data. 

In Atlas

1. Navigate to Atlas > Entities.
2. Locate and click on the transferred fund entity (e.g., Passthrough IV, LP)
3. Check the Relationships tab to see the associated investor and their relationship details, confirming the data transfer (e.g., Toby Fenderson as a Limited Partner). 

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Documents will not sync to Atlas entities.