Setting up the integration:
- If you are an AssetBook user, you can establish an account feed from AssetBook to Redtail. You can contact AssetBook to let them know you want to establish this feed with Redtail.
- You'll also need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at email@example.com to provide the rep name and rep SS# for each rep for whom you want the feed turned on, as well as the Redtail database owner's name.
- We'll then set this up on our end and the feed typically begins 2-3 business days after setup. Once the integration feed has begun, you'll begin seeing accounts on your Unlinked Accounts page within Redtail.