Integration Name:
Integration Type:
Setting up the integration:
Log in to FinFolio and go to settings > integrations > Redtail. Then, select the toggle switch to "Enable Redtail", enter your Redtail credentials, and click "Submit":
If the green toggle is switched on, that means your login was successful.
Integration functionality:
Redtail’s FinFolio integration synchronizes clients, notes, tasks, investment accounts and positions with values. You can control which items are synced, the directionality of the sync (e.g. one vs two-way) and how often the sync happens.
Head over to the MAPPINGS tab to view the synced fields for FinFolio and Redtail:
Select dropdown to view “Mappings for” Contact, Note, or Task:
- To delete the mapping, click the trash icon.
- To reset default mappings, click the RESET button
Contacts are synced between both sites by tax ID number. Notes and tasks that are attached to a synced contact will be created under the same contact in the other site.
In case of a conflicting change will determine which field will be overwritten if both are already populated in a synced item.
New records can be created = In FinFolio is greyed out for standard users.
When the settings look correct, click the SYNC NOW button to begin the sync:
The STATUS tab shows your current sync status. When the sync completes you will see a “Sync complete” row:
Head over to the ITEMS SYNCED tab to view a list of items created or updated:
To set an automatic recurring sync schedule, click the calendar icon next to the SYNC NOW button and update the preferred settings in the window before clicking SCHEDULE:
FinFolio resources:
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