Connecting SurgeTK with your Redtail CRM account lets you bring in client, household, advisor, and account data directly—saving time and reducing manual entry. This article explains how to connect, what information is synced, and what you’ll still need to import manually.
Getting Started
Click “Connect CRM”
In the top header of SurgeTK, select the Connect CRM button.
This opens the Integrations Page.
Click 'Connect' on the Redtail Integration Card
Enter Credentials
Choose your environment. Provide your Redtail username and password, then click Connect. Tip: If your credentials are not accepted, try changing your environment and trying again
Confirm Sync
After connecting, a Sync button will appear next to the Redtail Connected indicator in the header. Click this button anytime you want to run a sync.Running a sync will:
Pull in the most up-to-date data from Redtail.
Add any new clients/accounts from Redtail that don’t exist in SurgeTK.
Update existing records with Redtail’s latest information.
Don’t worry—any manually added information in SurgeTK will not be deleted. Only data that comes directly from Redtail is updated or added.
What Data We Pull from Redtail
When a sync runs, the following data comes into SurgeTK:
Clients (Contacts):
Names, Redtail Contact ID, DOB, marital status, emails, phone numbers, addresses.Households (Families):
Family ID, household name, head of household, advisor assignments, solo households for orphans.Advisors (Directory/Mapping):
Servicing/writing advisor names and IDs, linked to lead advisors.Accounts:
Redtail account ID, account number, balance/value, type, custodian, tax status, ownership, systematic withdrawals (if provided), tax withholding.Beneficiaries
What Is Not Pulled from Redtail
Some information is not available through Redtail’s integration and must be imported separately in SurgeTK:
Billing data
Systematic withdrawal frequency (needed for Buckets & Guardrails)
Physical assets (needed for Net Worth reports)
Liabilities (needed for Net Worth reports)
Insurance data
Contact photos
Why This Matters
Syncing with Redtail gets you halfway there. It ensures your contacts, households, advisors, and accounts are up to date, but you’ll still need to import additional data to unlock all Value Adds in SurgeTK.
For users without Client IDs: syncing with Redtail automatically generates them.
For account alignment: ensure that account numbers in your imports match Redtail account numbers so data merges cleanly.