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Client Linking
Using client integration allows you to simplify data management between Tamarac CRM and Tamarac Reporting. Client integration bi-directionally integrates the client’s name, email address, and date of birth between Tamarac CRM and Tamarac Reporting. You will also be able to see information about a client’s portal for linked clients.
From Tamarac CRM, you can create a new client in Tamarac Reporting with the click of a button, making it fast and easy to manage your clients. The client will be automatically linked, and your updates to the client will then sync across the products. Use the Create in Tamarac button for clients who are members of households that have already been linked to Tamarac Reporting.
When you link a Tamarac CRM contact with a Tamarac Reporting client, the Tamarac CRM name will overwrite the Tamarac Reporting client name.
In order to take advantage of the client integration such as name and email address synchronization, Tamarac Reporting clients need to be linked with Tamarac CRM contacts. You can link clients in Tamarac Reporting to contacts in Tamarac CRM either manually one at a time or in bulk using an upload.
To link a client individually, follow these steps in Tamarac Reporting:
On the Accounts menu, click Clients.
Click an existing client. You can also perform this step when you create a new Household.
On the Settings page, click the Add CRM Client button.
In the Search CRM Client names box, Tamarac Reporting automatically searches for the client's email address.
If the Tamarac CRM contact email is different, type the name or email of the contact you want to sync. When you see it in the list, click the associated radio button and then click Link Selected Client. All integrated fields (Contact Name, email address, and date of birth) will then be synced to Tamarac Reporting from Tamarac CRM.
You may not find a match immediately if the email in Tamarac Reporting does not match the address in Tamarac CRM. If you don’t see a match, try clearing the search bar and searching by last name only.
The search only includes Tamarac CRM contacts that are not already linked.
In order to take advantage of the client integration such as name and email address synchronization, Tamarac Reporting clients need to be linked with Tamarac CRM contacts. You can link clients in Tamarac Reporting to contacts in Tamarac CRM either manually one at a time or in bulk using an upload.
To link multiple Households, you will use this general procedure:
Export account information from Tamarac CRM.
Export a bulk report from Tamarac Reporting.
Match the Tamarac CRM and Tamarac Reporting data in Excel.
Upload the Excel file in Tamarac Reporting.
Under Clients, select Contacts.
On the Contacts page, select the Tamarac Reporting Client Upload view.
Click Export to Excel. This generates an Excel file you can download.
In the Excel file, click Enable Editing.
Columns A through C are hidden. You need only the Email Address and Contact GUID columns. Additional columns are included to help with the comparison to Tamarac Reporting data and can be deleted.
In Tamarac Reporting, create a Client Information bulk report. Include the following columns:
Client CRM ID
Run the Client Information bulk report.
Save and open the bulk report Excel file.
Copy and paste the GUID from the CRM export into the matching row in the Tamarac Reporting bulk report.
It is critical that each CRM GUID is correctly matched with the corresponding Tamarac Reporting client. This is what Tamarac Reporting uses to link the records, so incorrect matching will result in mixed up data.
Spot-check to confirm GUIDs were correctly copied into the Tamarac Reporting file.
In Tamarac Reporting, under Setup, click Upload.
Create a Client Information upload.
Add the Excel file containing the matched Client data to the upload.
Click Upload. When the upload is complete, check in Tamarac Reporting to confirm that Households are linked with the correct CRM account.
Using the Create in Tamarac button allows you to create and link clients in Tamarac Reporting with just one click. Use this button to create clients that are members of households that have already been linked. The Create in Tamarac button is used to create and link records in Tamarac Reporting one at a time. To link multiple records, refer to the Link Multiple Clients information.
To create Clients in Tamarac Reporting, follow these steps:
Under Clients, select Contacts.
Open the record for the contact you want to create in Tamarac Reporting.
Click Create in Tamarac.
You will receive a confirmation message that the client has been created successfully in Tamarac Reporting. A Contact must have an email address to be created in Tamarac Reporting.
Click Open in Tamarac to finish the onboarding process in Tamarac Reporting.
On the contact record, you can identify a linked contact using the Linked to Tamarac field. This field will show as Not Linked for any contact that has not been linked to Tamarac Reporting and the Create in Tamarac button will be visible.
Linked to Tamarac will show as Linked for any contact that has been linked to Tamarac Reporting and the Create in Tamarac button will not be visible.
You can create a view to identify all linked or unlinked Account/Households in Tamarac CRM. To create a view, follow these steps:
Under Clients, select Contacts.
Click 
to open the advanced filtering panel.
Select Linked in Tamarac and choose Equals and Linked.
Click Apply.