Blueleaf

Integration Name:

Blueleaf

Integration Type:

Account Feed 

Setting up the integration: 

1. Redtail will set this integration up for you on our end. In order to do so, we need the following information from you:
• Rep Name
• Redtail Username
• API Key — here is a link to Blueleaf's instructions for finding your API Key.
2. 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 manually link the accounts to the appropriate contact record, as SSNs/TINs are not included in the feed sent over to us.