Setting up the integration:
- If you are a BOSS user, you can establish an account feed from BOSS to Redtail.
- You can contact BOSS to let them know you want to establish this feed with Redtail. When contacting BOSS, please obtain from them your BOSS Unique ID.
- You'll then need to contact Redtail support at 800-206-5030 opt. 3 then opt. 2 or via email at firstname.lastname@example.org to provide this BOSS Unique ID. We'll also need the 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.
Account data is pushed from BOSS to Redtail based off of the Tax ID Number.
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