Executive Summary (TL; DR)   This article explains how to set up the Orion integration with Redtail CRM, including the requirements needed for accounts to sync successfully. It also outlines how Orion account data maps to Redtail and highlights important behaviors such as daily sync timing and sleeved account handling, helping users maintain accurate and consistent account data across both systems.

 

What Does This Article Help Solve?

Common Real-Life Questions Users Ask About Redtail Account Feed Setup and Data Mapping

“Why isn’t my Orion account syncing into Redtail even after setting up the account feed?”

“Which Orion account fields map to Redtail fields during the account sync?”

“How are sleeved accounts and account balances handled in the Redtail account feed?"

 

 

Why Do Some Orion Accounts Not Sync to Redtail?

• The account is inactive.
  
  
• The account is not managed.
  
  
• The account does not have a balance/value.
  
  
• The registration is missing an SSN or Tax ID.
  
  
• The Rep ID is not included in the account feed setup.
  
  
• The daily sync process has not yet completed.

 

 

 

What Data Maps From Orion to Redtail?

Orion syncs account information such as SSN/Tax ID, account number, registration name, symbol, security name, quantity, price, and balance dates into corresponding Redtail account fields through a one-way account feed.

 

 

How to Set Up the Orion Account Feed into Redtail

Enable the account feed to sync your Orion accounts into your Redtail CRM based on your Rep IDs!
 

• In the Integrations Center  , locate the Redtail tile and click the Add button. 

This opens the Redtail setup wizard.  As part of the wizard, you need to know the Redtail User Names that will be using the system and the Orion Rep IDs they will need to have access to in Redtail as part of the feed.  Follow the steps in the wizard to set up the account feed. For an account to sync, the following criteria need to be met:
 

• Account must be active
• Account must be managed
• Account must have value
• Registration the account is in needs to have an SSN/Tax ID number

Please Note: This feed will occur once daily, around 9 AM CST. This process will only set up the account feed. Please review the Redtail Integration Overview to set up the rest of the integration.
 

Account Feed Mapping

The information below reflects the Orion data point that syncs to the Redtail data point as part of the account sync. This is a one-way sync from Orion into Redtail. Review the Contact Sync Mapping section of the Redtail Integration Overview article to learn how to sync an Orion household to an individual contact in Redtail. 

 

Please Note: Sleeved accounts in Orion sync into Redtail as individual accounts (i.e., each sleeve has its own account).

 

Orion Field	Direction	Redtail Field
SSN (on Registration)	>>	Federal Tax ID
Account Number	>>	Account Number
Name (on Registration)	>>	Account Name
Symbol	>>	Symbol
Product Name	>>	Security Name
As of Date	>>	Balance Date
Shares	>>	Quantity
As of Date	>>	Quantity Date
Price	>>	Price
Price Date	>>	Price Date
Balance	N/A	Balance (Calculated by Redtail)

 

 

In Summary   Verify account eligibility before setup, including active status, managed status, account value, and SSN/Tax ID details. Match Redtail usernames with the correct Orion Rep IDs during the setup wizard. Review daily sync timing to confirm when account updates appear in Redtail. Understand the one-way mapping between Orion and Redtail account fields to maintain accurate records. Expect sleeved Orion accounts to appear as separate accounts in Redtail.