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Blueleaf

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Redtail will set this integration up for you on our end. In order to do so, we need the following information from you:

Once you have this information, just send an email to support@redtailtechnology.com or give us a call at 800.206.5030 opt. 3, and we can then initiate the setup process for you.
Note: once this feed is established, you will need to right-click all unlinked accounts from Blueleaf to manually link them to the appropriate contact record, as SSNs/TINs are not included in the feed sent over to us.

 

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