Setting up the integration:
- You will need to contact Investigo in order to initiate the integration between Redtail and Investigo. You can reach Investigo at 866-209-2440 or firstname.lastname@example.org.
- After you have contacted Investigo to request the integration setup, Investigo will notify us of the request and send over the necessary information from their end.
- Once we've received the setup request from Investigo, the turnaround time on our end is one business day.
- You'll know the feed has begun when you see accounts under Unlinked Accounts.
Account data is pushed from Investigo to Redtail.
Check our their site here!
Click here to return to the list of Data Feeds.