Integration: Redtail

What integrating with Redtail does for you

Integrating with Redtail allows household contact information from Redtail to sync into RightCapital. Contact information, including names and date of birth, will be connected. At this time RightCapital does not retrieve any account information from Redtail.

How to set up your Redtail integration

To set up integration with Redtail:

1

Navigate to Advisor Portal > Integrations > Redtail

2

Enter your login credentials to Redtail

3

Click Connect – voila! You’re integrated!

How to use the Redtail integration

Once the integration is created, import individual contacts from Redtail with the following process:

1

To add a contact from Redtail, click Import:

A search box will be onscreen after clicking the Import button.

2

Click into the search box and type in a portion of the name of the client you want to import and hit or click on Search.

A list of matching names will appear with an Import option on the right side, under the “Status” column.

3

Click Import to add the client. Once imported, the client information and that of their family will populate in the client list in the Advisor Portal in RightCapital.

Updating Client Information from Redtail

To update client information, enter the information in Redtail. To populate updated information in RightCapital,

1

Navigate to Advisor Portal > Integrations > Redtail

2

Click on the Sync button to update all clients or click on Import button to access all of the clients that have been imported from Redtail, then choose to Sync individual clients.

Note