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ClientWorks

Setting up the integration:

To enable your ClientWorks integration with Redtail, you’ll need to authorize the setup from within Redtail CRM. To do so, go to Manage Your Integrations:

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From your Manage Integrations page, click the actions icon for ClientWorks then select Settings:

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You'll then be prompted to "Link with LPL ClientWorks":

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Click that button, at which point you will be redirected to ClientWorks where you'll be prompted to enter your ClientWorks credentials and accept the terms and conditions.

Once you have accepted the terms and conditions, the integration will be set up and you will see the following screen:

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Please note that the database owner login must be enabled before any additional users within the database can get set up. You will receive the following message if the database owner has not been enabled:

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Integration functionality:

Once you have the integration enabled you will have the ability to update specific client demographic information in either platform, and the data will sync directly into the other (in real time). Additionally, you can create contact records in either system and have them added to the other.

The following fields are enabled for bi-directional syncing: 

  • First name
  • Middle name
  • Last name
  • Business name (Entity name in ClientWorks)
  • Email address
  • Home/Residence address
  • Mailing address
  • Work/Employer address
  • Home phone number
  • Mobile phone number
  • Work/Business phone number
  • Date of Birth
  • Marital status
  • Gender

How to send contacts from Redtail to ClientWorks

Within a contact record in Redtail, hover over your Integration menu in the upper right corner:

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In the resulting dropdown menu, you’ll see an LPL option at the very top of your list of Redtail integration partners - click that option:

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You’ll then see the option to "Send to LPL":

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Before you can send the contact to ClientWorks, you will need to select Rep Id and Client Type:

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How to send contacts from ClientWorks to Redtail

From within the Clients tab within ClientWorks select which contact or contacts you want to send to Redtail:

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You will then select the Actions button in the top right-hand corner and see Redtail and select “Link to Redtail”:

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From here you will confirm the contact(s) you want to send to Redtail:

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How contacts in ClientWorks link to existing contacts in Redtail

In order for a contact in ClientWorks to link to an existing contact in Redtail, there are a number of data points that must match exactly. Those data points are as follows:

For Individual Type Contacts:
First Name
Last Name
SSN
Date of Birth

For Entity/Business Type Contacts:
Entity/Business Name
Tax Id

If the above data points do not match then the contact coming from ClientWorks will be created in Redtail as a brand new contact. Those data points must match in order to link them together and avoid duplicate contacts within Redtail.

Once the contact is linked to Redtail you will see a green check mark in the Redtail Link column within ClientWorks:

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Within Redtail, you will see a blue chain link next to a contact's name that will indicate the contact is linked to ClientWorks:

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Account Feed

Account data is pushed from ClientWorks to Redtail and is updated on a nightly basis.

You can see on a client’s Accounts page in Redtail whether or not a specific account is linked to ClientWorks:

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In the above example, the Flags column for this account indicates it is linked with LPL. Note: these flags only display if you SSO into Redtail from ClientWorks, i.e, they don't display if you sign into Redtail directly.

 
For accounts that display this flag, you can click the Actions menu to the left of the account to see LPL Account Data for the account:

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After clicking that option for the account, you'll see LPL fed account data displayed in two sections: Standard Account Info and Account Details. 

It’s important to note that LPL does not send Redtail individual assets.  They only send Redtail one consolidated asset:

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