Contents

Introduction Sync Frequency Bi-directional Integration Record Creation and Updates

 

Introduction

Tamarac CRM has deep integration with Tamarac Reporting and Tamarac Trading. In addition to single sign-on access, integration refers to the automatic updating of information between products. Changes made in one system will flow through to the other system, saving you time while reducing redundancies and potential discrepancies.

With this integration you can:

• Create Households and Clients in Tamarac Reporting from Tamarac CRM.

• View detailed financial account information from Tamarac Reporting.

• View and modify Household and client information in Tamarac CRM or Tamarac reporting and instantly sync the changes between them.

• Automatically assign financial accounts to a Household in Tamarac CRM from Tamarac Reporting.

• View Saved Search results from Tamarac Reporting in Tamarac CRM.

• Track events that occur in Tamarac Reporting or Tamarac Trading in Tamarac CRM.

• Contextually single sign-on from Tamarac CRM To Tamarac Reporting.

• Map custom fields on Household, account, and group records from Tamarac Reporting to Tamarac CRM.

Sync Frequency

The following table shows what sync occurs with Tamarac CRM and when:

Tamarac Reporting	Direction	Tamarac CRM	Sync Frequency
Client		Contact	Immediately upon change being made
Household		Account	Immediately on change being made
Household custom fields		Account	Immediately on change being made
Account		Financial Account	Upon sync with portfolio accounting system
Account custom fields		Financial Account	Immediately on change being made
Group custom fields		Reporting Group	Immediately on change being made
Account and group custom fields		Financial Account or Reporting Group, based on field addition to form	Immediately on change being made
Events		Task/External Event Log	Immediately upon change being made
Single Sign-On		Single Sign-On	One-click login to Tamarac Reporting from Tamarac CRM
Single Sign-On		Single Sign-On	One-click access to Tamarac CRM login page from Tamarac Reporting

Bi-directional Integration

Tamarac CRM and Tamarac Reporting can update data bi-directionally for records and custom fields that are linked. In Tamarac CRM, you can link Households and Contacts with Tamarac Reporting. If your firm uses custom fields, you can additionally map those fields on Households, accounts, and groups in Tamarac Reporting over to Tamarac CRM. The following data will update immediately for linked records and mapped custom fields:

Household Fields	Contact Fields	Account Fields	Group Fields	Account & Group Fields
Name Address 1 State of Primary Residence Any mapped custom field	Name Email Address Birth date	Any mapped custom field	Any mapped custom field	Any mapped custom field

For detailed information on the bi-directional integration, see Household Integration, Contact Integration, and Custom Field Integration.

Record Creation and Updates

Tamarac CRM syncs with Tamarac Reporting during the daily sync with your portfolio accounting data. The sync will update the following information in Tamarac CRM:

• Create new financial accounts

• Create new Reporting and Rebalancing Groups

• Update financial data for existing financial accounts

• Update financial data for existing Reporting and Rebalancing Groups

If your firm has enabled Household integration, financial accounts and groups will be automatically assigned to a Household for any Households that are linked. If your firm has not enabled Household integration, you will want to monitor the Tamarac Reporting – No Associated Household view in CRM.

Please reference Financial Accounts and Reporting Groups for detailed information on which data points are included in the sync.