Introduction

Tamarac CRM integrates with Tamarac Reporting and Tamarac Trading. Your firm’s Data Manager can enable the bi-directional integration and events between the products as well as the custom field mapping between Tamarac Reporting and Tamarac CRM.

Features of the Available Integrations

Your firm can choose to enable the following integration points with the listed features:

Household Integration

Bi-directional integration of Household name and address fields.
Bi-directional custom field integration.
Rollup view of Household values from Tamarac Reporting in Tamarac CRM.
Household creation from Tamarac CRM in Tamarac Reporting.
Financial accounts assignments to their households from Tamarac Reporting in Tamarac CRM.
Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Contact Integration

Bi-directional integration of Contact name and email address fields.
Client creation from Tamarac CRM in Tamarac Reporting.
Client portal launching from Tamarac CRM in Tamarac Reporting
Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Financial Account Integration

Detailed view of financial account information from Tamarac Reporting in Tamarac CRM.
Bi-directional custom field data flow between Tamarac Reporting and Tamarac CRM.
Contextual single sign-on from Tamarac CRM to Tamarac Reporting.

Integration Events

Integration of actions taken in Tamarac Trading, like approving a rebalance or logging orders.
Integration of actions taken in Tamarac Reporting, like clients logging into their client portal or posting documents.

Enable Integration Settings

To enable integration in Tamarac CRM, follow these steps:

In the Change Area at the bottom left, choose Tamarac Settings.
Under Setup, choose Configurations.
Click Configuration Settings.
In Integration Settings, select the integrations you would like to enable.

See Household Integration, Client Integration, Financial Accounts, and Reporting Groups for detailed information on which data points are included in the integration.
When finished, click Save.

Enable Event Integration

Note

You can choose to integrate an event as either a completed task associated to the client’s Household, a completed external event log, or both. See Event Integration for detailed information on which events and data points are included in the integration.

To enable event integration in Tamarac CRM, follow these steps:

In the Change Area at the bottom left, choose Tamarac Settings.
Under Setup, choose Configurations.
Click Configuration Settings.
In the Event Integration section, select any event you would like to enable.

Enable Custom Field Mapping

To map and sync custom fields from Household, account, or group data in Tamarac Reporting into Tamarac CRM, you must first have Household and Financial Account Data Integration settings enabled.

Once enabled, choose custom fields to map from Tamarac Reporting into Tamarac CRM individually. This will enable the synchronization of mapped custom fields between the systems on an ongoing basis, along with the rest of the integrated record data.

To learn more, see Custom Field Integration.

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