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RightCapital Knowledge Base

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

Section titled “Overview”
Attribute Value
Integration Type CRM (Contact Import)
Authentication API Key + User Key
Data Flow Redtail → RightCapital (inbound only)
Data Sync On-demand
Developer Qianwei Hao

Entity Mapping

Section titled “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

Section titled “Authentication”

Redtail uses a dual-key authentication model:

API Key (System-wide)

Section titled “API Key (System-wide)”

Configured at the application level as an environment variable.

User Key (Per-advisor)

Section titled “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

Section titled “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

Section titled “Notes & Tasks Sync”
Feature Create Update Delete
Notes Yes No Yes
Tasks Yes Yes Yes

Code Locations

Section titled “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

Section titled “Common Issues”

Contact Deduplication

Section titled “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

Section titled “Custom Fields Not Mapping”

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

Head of Household Detection

Section titled “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.

Section titled “Related”