Household Name and Address Sync for Tamarac CRM

Sync the Household name and address between Tamarac Reporting and Tamarac CRM.

Account Notes Sync for Tamarac CRM

Sync account notes from Tamarac Reporting to Tamarac CRM.

Single Sign On for Tamarac CRM

Access Tamarac CRM from within Tamarac Reporting without additional logging in.

Learn More About Salesforce Integration

See financial account information in Salesforce, make changes that sync automatically between Salesforce and Tamarac, and use single sign-on to jump seamlessly from Salesforce to Tamarac Reporting.

Choose Your Salesforce Installation to Start Onboarding

Start onboarding with the Salesforce integration by choosing with version of Salesforce you use. Depending on your Salesforce installation, you'll follow different steps.

Learn More About Using the Tamarac App

Learn how to use the Salesforce integration features, including seamlessly keeping client and Household data updated.

Integration Reference Guide

A quick guide to which Tamarac Reporting fields map to which Salesforce fields.

Wealthbox Integration

Learn about the integration points available between Tamarac and Wealthbox.

Redtail Integration

See Tamarac financial account information in Redtail and use single sign-on to move seamlessly from Tamarac Reporting to Redtail.