Redtail - How to integrate

This article will walk through how to set up the Income Lab integration with Redtail.

Written by Cyarah Rogotzke

Last published at: February 6th, 2026

Table of Contents

Step 1: Initiate the Integration ⚠️ CRITICAL STEP - GROUP OR SHARED PERMISSIONS USERS ONLY - Step 2: Add Linked Accounts

 

➡️ Important Note

Existing users can add the "New" Redtail integration to import households from Redtail. Any existing households already in Income Lab or any households without the minimum required fields cannot be imported. You should be able to import a household from any Redtail contact with a name defined, except those categorized as "Business Relationship" (often generated automatically by the CRM when setting an employer). If the contact is part of a Family, the imported household will have all accounts/assets of the head contact and spouse from that family.

 

 

Step 1: Initiate the Integration

  1. Select your profile in the top right side of the screen, then click Integrations.

 

  1. Click Add Integration.

 

  1. Select the New Redtail logo from the window, then click Link.

 

  1. Carefully read the integration instructions, then click Activate Integration.

 

 

 

  1. Name the integration Redtail and enter your username and password.


 

⚠️ CRITICAL STEP - GROUP OR SHARED PERMISSIONS USERS ONLY - 

After the integration is linked, Enterprise users will need to open the 3-dot icon next to the integration, then click Edit Permissions to select which group(s) will have permission to access the integration.

 

 

Step 2: Add Linked Accounts

  1. Once the integration is linked, go to the main Households page, select a household or click Import Household, to import full household data into Income Lab.

🎯 Important Note

Any existing households already in Income Lab or any households without the minimum required fields cannot be imported.

 

 

 

  1. After you select a specific household, edit it by clicking the pencil icon at the top right of your Income Plan.

 

  1. On the Assets page, click Add Linked Accounts.

 

🎯 Important Note

If you've already imported households, you do not need to follow the additional steps below. The household import will automatically bring the investment accounts into Income Lab.

 

 

  1. On the left side, select the Source as Redtail, use the search bar to find your household, use the drop-down menu to open and show all accounts, then select the accounts you would like to link to Income Lab. Then click Save to finish.

 

You will now see the accounts linked under the assets list. The linked accounts will be indicated by the retail logo.

 

➡️ Questions?

Please reach out to your account manager or email [email protected] if you have any questions or need additional assistance.

 

 

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