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Redtail Integration

Michael Schwabe avatar
Written by Michael Schwabe
Updated this week

Import clients and financials from Redtail into Asset-Map. Redtail provides client information and financial information, including accounts, assets, and liabilities.

*Note: The household created by this integration is dependent upon the quality and accuracy of the data entered at the source. Generally, good and accurate data will result in a successful import into Asset-Map Platform.

*Note: Synchronizing Asset-Map and Redtail with different browsers may produce unexpected results, such as failing to sync within a browser. Please utilize the same browser.

*Note: Asset-Map does not support chain-linking (importing from one financial tool into a compatible partner into Asset-Map as this involves data feeds that are out of our control.)

Import from Redtail

Link Asset-Map to Redtail from Asset-Map's Integrations page.

Activate Redtail with your Redtail Username and Password

Determine if globally including financials into your Redtail households is desired. If so, turn the "Include Financials" switch on. If only people information is desired, turn the switch off. (Note: Asset-Map does not support "chain linking" with other integration parties. For example, eMoney to Redtail to Asset-Map. If an Asset-Map is affected in an unexpected way, please reach out to those integration partners for further assistance.

"Include financials" is a global setting. It will result in existing financials in Redtail CRM being imported to a household already in Asset-Map when a household is synchronized. If financials have already been manually added, representing those in Redtail, duplicate tiles will likely result. Simply determine to delete or hide the financials you wish not to have on the map or calculated on Target-Mapsβ„’. Be sure to check your Target-Maps to apply the right funding resources if you've deleted financials. Go to the desired Target-Map and click into the "What you have" page.

Included Financials

The following types of financial information is imported/exported from Redtail: accounts, assets, and liabilities. Insurance financials are not imported due to Redtail API restrictions.

Asset-Map will seek to import:

  • Default Account Types provided to it by Redtail.

  • Custom Account Types created by the Redtail User.

    • Note: custom account types created by third-party software may or may not import and thus are not supported.

  • Tax Qualified Type: Traditional IRA only.

  • Common Redtail Asset Types (limited by Redtail).

  • Common Redtail Liability Types (limited by Redtail).

  • Insurance financials are not imported from Redtail.

Import a Household or Connect a Member within a Household

πŸ‘‰ To import a household

  • Click the "house" icon in the upper left area and select Add Household

  • Use the Integrations option, then click Redtail.

  • Search for the contact record name in Redtail.

Options for how to search for a contact in Redtail

  • Enter last name:

  • Enter first name:

  • Enter the last and first name using the following format: last:(input name) first:(input name)

  • Decide to import an individual or import their associated contacts as well.

  • Click Import on the desired option.

  • Click View to see their household.

  • Apply a Stencil as desired. (All about Stencils)

Note: To disconnect the household, you must delete the household in Asset-Map or Redtail. You may restore the household in Asset-Map and retain all of the imported assets. πŸ‘‰ Here's how.

πŸ‘‰ Import multiple households

With the text field empty, click the search magnifying glass icon and wait for your client list to appear (this may take minutes). Click Import adjacent to the desired contact names. Importing is complete for the household when View is shown.

πŸ‘‰ To connect a member

  • From within a household, go to the Household's Redtail Integration page (not the Asset-Map Platform Integrations page).

  • Search the name of the contact in the search field.

Options for how to search for a contact in Redtail

  • Enter last name:

  • Enter first name:

  • Enter the last and first name using the following format: last:(input name) first:(input name)

  • Choose whom you'd like to connect the Redtail contact to in the Household using the drop-down box.

  • Select Import on the desired entry from Redtail

Note: To disconnect a Member, click the Unlink icon on the Redtail page within the Household.

πŸ‘‰ Member Information Imported

  • Name

  • Date of Birth

  • Marital Status (if applicable)

  • Marital Date (if applicable)

  • Home/Work Address(es)

  • All phone numbers entered in to Redtail

πŸ‘‰ Financial Information Imported and Mapped

Redtail Account Type

Asset-Map Instrument Type

Asset-Map Instrument Type Field (Essentials Tab)

401(k)

Asset

Retirement

529 Plan

Asset

Non Retirement

Brokerage Account

Asset

Non Retirement

Cash Management Account

Asset

Non Retirement

Cash or Equivalents

Asset

Non Retirement

Disability Insurance

NA

Donor Advised Fund

Asset

Non Retirement

Educational Savings Account

Asset

Non Retirement

Fee-Based Account

Asset

Non Retirement

Financial Plan

Asset

Non Retirement

Fixed Annuity

Asset

Non Retirement

Group Dental

NA

Group Disability

NA

Group Life

NA

Group Long Term Care

NA

Group Medical

NA

Group Voluntary Life

NA

Indexed Annuity

Asset

Non Retirement

Individual Dental

NA

Individual Life

NA

Individual Medical

NA

ISI Capital Account

Asset

Non Retirement

Long Term Care

NA

Long Term Disability

NA

Medicare Advantage Plan

NA

Medicare Prescription Drug Plan (Part D)

NA

Medicare Supplement Plan

NA

Mutual Fund

Asset

Non Retirement

Other

Asset

Non Retirement

Pooled Income Fund

Asset

Non Retirement

Profit Sharing

Asset

Non Retirement

REIT

Asset

Non Retirement

Return of Premium Term Life Insurance

NA

Separately Managed Account

Asset

Non Retirement

Solo 401(k)

Asset

Retirement

Term Life

NA

TSA

Asset

Retirement

Universal Life

NA

Variable Annuity

Asset

Non Retirement

Variable Life

NA

Variable Universal Life

NA

Whole Life

NA

Worker's Comp

Asset

Non Retirement

*

Asset

Non Retirement

Tax Qualified Types*****

AMP Instrument Type

AMP Instrument Type Field (Essentials Tab)

Traditional IRA

asset

Retirement

Redtail Asset Type

AMP Instrument Type

AMP Instrument Type Field (Essentials Tab)

401(k)

Asset

Retirement

Annuity

Asset

Non Retirement

Automobile

Asset

Non Retirement

Bond

Asset

Non Retirement

Brokerage Account

Asset

Non Retirement

CD

Asset

Non Retirement

Checking Account

Asset

Non Retirement

Collectibles

Asset

Non Retirement

IRA

Asset

Retirement

Life Insurance

NA

Managed Accounts

Asset

Non Retirement

Money Market

Asset

Non Retirement

Mutual Fund

Asset

Non Retirement

Other

Asset

Non Retirement

Pension

Asset

Retirement

Real Estate

Asset

Residence

Savings Account

Asset

Non Retirement

Stock

Asset

Non Retirement

T-Bill

Asset

Non Retirement

*

Asset

Non Retirement

Redtail Liability Type

AMP Instrument Type

AMP Instrument Type Field (Essentials Tab)

Auto Loan

liability

Other Liabilities

Credit Card Debt

liability

Credit Card Account

Mortgage

liability

Mortgage

Other

liability

Other Liabilities

Personal Loan

liability

Loan

*

liability

Other Liabilities

Export from Redtail

Launch Asset-Map from Redtail

  • Open a linked client in Redtail.

  • From within Redtail, click the Asset-Map icon in the Integrations menu.

  • Select to launch Dashboard, Launch Household Summary, or Launch Asset-Map Report.

Create an Asset-Map Household Starting within Redtail

  • Open an unlinked client in Redtail.

  • From within Redtail, click the Asset-Map icon in the Integrations menu.

  • Choose to Launch Dashboard, Link to existing Household, or Create a Household.

Note that household member(s) contact information and financials will be exported to Asset-Map Platform.

Follow along with Redtail's documentation.

Synchronization Options

Sync from the Actions menu on the left-side navigation bar, the right-click (alt-click) menu, and the financial or member info/edit window.

Additional troubleshooting tips for synchronization issues include unlinking and relinking household members, managing entire household imports, and ensuring consistent browser usage as detailed in the troubleshooting section below.

Questions, Answers, Troubleshooting

Note: Accessing Asset-Map from multiple browsers could affect integration tokens, causing a sync failure error. Please use one browser or disconnect and reconnect the integration from the Integrations page within Asset-Map to refresh the token.

Q. How do you connect a non-dependent family member to a family in Redtail?

A. You're not supposed to. A Redtail family is the tax definition in Redtail, that is, spouses and dependents.

Q. I can't update my imported households. I get an error message.

A. If you're not connecting successfully with Redtail, try deactivating and reactivating your connection from Asset-Map's integration page.

Q. I can't edit some fields. They are gray.

A. Gray fields are information linked to Redtail and cannot be edited from within Asset-Map. Please update the information in Redtail and synchronize with Asset-Map to update those fields.

Q. I have duplicate financial tiles after synchronizing with Redtail.

A. If you've previously manually entered financials onto the map that are supposed to represent the financials in that are in Redtail, or you've imported financials from another integration, and you decided to turn on the default switch to import financials from Redtail, you'll see multiple tiles representing the same financialβ€”those you entered and those imported from Redtail. Simply delete the tiles that should not be on the map. Check any previously made Target-Maps and apply the correct funding sources on the "What you Have" page.

Q. My Redtail retirement accounts for my client are coming over as non-retirement accounts.

A. Redtail users have the ability to customize their Account Type within Redtail. If the asset is utilizing one of the custom account types, Asset-Map will not recognize it as anything but a non-retirement account. This is rectified by selecting a default account type provided by Redtail or by editing the tile in Asset-Map and selecting retirement asset instead of non-retirement asset.

Q. Where are my client's insurance accounts?

A. Redtail does not provide Asset-Map insurance financials.

Q. The {name the financial} does not appear on the client's Asset-Map! Even when I sync, it's not there!

A. Maybe the asset is hidden. Click the Search and Select tool to see if there are hidden assets on the Asset-Map. Reveal and unhide them as desired.

Q. Why aren't trust/business financials coming over?

A. You have a business/trust (non-human) set up in Redtail and their financials are not connected/cannot be found through Asset-Map. This is because Redtail provides financials and member information for contacts, not legal entities set up in Redtail.

Q. How do I fix sync issues for individual household members?

A. If a specific individual in a household is experiencing sync issues:

Note: this procedure will reimport assets as if they were new, and will eliminate any notes or edits previously made on the corresponding asset in Asset-Map.

  1. Navigate to the Household Summary Page via the house icon on the left-hand menu.

  2. In the Integrations box, find the Redtail connection.

  3. Click the "unlink" option next to each member displayed on the Redtail page.

  4. After unlinking, re-search for the individuals on the Redtail page.

  5. Reconnect them by selecting their names and syncing again.

Q. What should I do if I can't unlink members due to 'Entire Household' restrictions?A. If members cannot be unlinked because they were imported using the "import entire household" method:

  1. Delete the Household: Go to the Household Summary page, click "Edit" next to the household name, and select the red "Delete Household" button.

  2. Restore the Household: Click your profile bubble in the top-right corner, select User Preferences, scroll to "Manage Deleted Households" section, and click "View Deleted Households." Locate the household, select the checkbox beside it, and click "Restore Selected."

  3. Re-enable Redtail Integration: Search for the household in your index, navigate back to the Household Summary page, and click "Enable" next to Redtail within the integrations section.

  4. Reconnect Data: Search for the clients' names under the Redtail integration setup, select the appropriate option from the "Import to" drop-down list, then click "Import."

Q. I'm getting invalid credentials error.

A. Ensure you are typing your username and password correctly and not using an outdated Password manager to auto-fill your log-in credentials.

7/2025

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