Integration Name:
Integration Type:
Setting up the integration:
- 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.
- 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.
Integration functionality:
Account data is pushed from Blueleaf to Redtail.
Blueleaf resources:
Check our their site here!
Click here to return to the list of Data Feeds.
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