Follow

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:
    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.

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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