Redtail

Redtail is a CRM integration that allows advisors to import household contact information from Redtail CRM into RightCapital. This integration syncs contact data (names, DOBs, emails, phones, addresses) but does not retrieve account or financial data.

Overview

Attribute	Value
Integration Type	CRM (Contact Import)
Authentication	API Key + User Key
Data Flow	Redtail → RightCapital (inbound only)
Data Sync	On-demand
Owner	Qianwei Hao

Entity Mapping

Redtail Entity	RightCapital Entity
Contact (Head of Household)	Person (CLIENT)
Contact (Spouse)	Person (COCLIENT)
Contact (Child)	Person (CHILD)
Contact (Grandchild)	Person (GRANDCHILD)
Contact (Other)	Person (OTHER)
Family	Household

Authentication

Redtail uses a dual-key authentication model:

API Key (System-wide)

Configured at the application level as an environment variable.

User Key (Per-advisor)

Each advisor authenticates using their Redtail username and password. Upon successful authentication, a User Key is returned and stored.

// Authentication request header format
'Authorization' => 'Basic ' . base64_encode($api_key . ':' . $username . ':' . $password)

// Authenticated request header format
'Authorization' => 'Userkeyauth ' . base64_encode($api_key . ':' . $user_key)

Features

• Import Clients - Search and import contacts by name or tag group
• Link Existing Clients - Link RightCapital household to Redtail contact
• Tag Group Support - Filter contacts by Redtail tag groups
• Notes & Tasks Sync - Bidirectional note and task sync
• SSO Support - Generate SSO redirect URLs to Redtail dashboard

Notes & Tasks Sync

Feature	Create	Update	Delete
Notes	Yes	No	Yes
Tasks	Yes	Yes	Yes

Code Locations

Component	Path
Integration Directory	retail-api/app/Integrations/Redtail/
Connector	Connector.php
Integrator	Integrator.php
Sync	Sync.php
Controller	Controller.php
Models	Models/Household.php, Models/Person.php, Models/Address.php, Models/Email.php, Models/Phone.php

Common Issues

Contact Deduplication

Problem: Redtail may contain duplicate contacts that need to be merged before importing.

Solution: Clean up duplicates in Redtail first. The integration uses head contact ID as the household reference.

Custom Fields Not Mapping

Only standard contact fields are synced. Custom field data must be manually entered in RightCapital.

Head of Household Detection

The integration checks family.members for hoh = true. If found contact is not the head, it fetches head contact details separately.

Related

• Wealthbox - Similar CRM integration