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Overview

The Storehouses Estate Manager Portal integrates with popular CRM and wealth management platforms to keep client data in sync. Connected integrations automatically push portfolio summaries, asset breakdowns, and activity notes to your CRM contacts.
CRM integrations are available to firms with an active Enterprise plan. Navigate to API & Integrations → Third-Party Integrations in your portal sidebar.

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Supported Integrations

Salesforce

OAuth 2.0 authentication with contact sync, custom objects, and activity logging

Redtail CRM

API key authentication with contact sync and portfolio note posting

Wealthbox

OAuth 2.0 authentication with configurable sync features, custom fields, and task creation

Addepar

API key authentication with entity sync, position tracking, and custom attribute mapping

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Connecting an Integration

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OAuth Integrations (Salesforce, Wealthbox)

1

Navigate to Integrations

Go to API & Integrations → Third-Party Integrations in your portal sidebar.
2

Click Connect

Click the Connect button next to the integration you want to set up.
3

Authorize Access

You’re redirected to the CRM’s login page. Sign in and authorize Storehouses to access your account.
4

Configure Sync

After authorization, configure which data to sync and how often.

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API Key Integrations (Redtail, Addepar)

1

Navigate to Integrations

Go to API & Integrations → Third-Party Integrations in your portal sidebar.
2

Enter Credentials

Enter your API key (and additional credentials if required, such as a firm subdomain for Addepar).
3

Validate Connection

Storehouses tests the connection to confirm your credentials work.
4

Configure Sync

Choose sync options and save.
All integration credentials are encrypted with AES-256-GCM before storage. Storehouses never stores credentials in plaintext.

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What Gets Synced

Each sync cycle processes all active client relationships for your firm:

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Integration Details

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Salesforce

Authentication: OAuth 2.0 with refresh token grant What syncs:
  • Contacts matched or created by email
  • Tasks with formatted portfolio summary (total value, category breakdown)
  • Custom object SH_Portfolio__c with total value, item count, breakdown, and sync date (if deployed in your Salesforce org)
Token management: Access tokens refresh automatically during sync. If a token expires mid-sync, Storehouses refreshes it and retries once.

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Redtail CRM

Authentication: API key with per-firm user token What syncs:
  • Contacts matched or created by email
  • Portfolio notes posted to each contact with formatted breakdown including total value, item count, and category-by-category summary
Note format: Each note includes a divider, timestamp, and source attribution.

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Wealthbox

Authentication: OAuth 2.0 with refresh token grant What syncs (each configurable):
  • Custom fields: Total value, total items, asset breakdown, last sync date
  • Financial fields: Assets and non-liquid assets values
  • Notes: Formatted portfolio update
  • Tasks: With configurable due date, priority, and team member assignment
Configuration: Go to the Wealthbox config page to map custom fields, enable/disable features, and set task assignment preferences.

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Addepar

Authentication: HTTP Basic Auth (API key + secret) with firm header What syncs:
  • Entities matched or created by email (PERSON_NODE type)
  • Custom attributes: Total value, total items, asset breakdown, last sync date
  • Positions: Creates or updates a “Storehouses” position linked to each client entity
Requirements: Your Addepar firm subdomain and API credentials with entity read/write permissions.

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Sync Schedule

Integrations sync automatically via a scheduled job. You can also trigger a manual sync at any time:
  1. Go to Third-Party Integrations
  2. Click the Sync Now button next to the connected integration
  3. Wait for the sync to complete — results show success/error counts
During sync, the integration status shows as Syncing. If errors occur, the status changes to Error with details available in the sync summary.

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Managing Integrations

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Viewing Sync Status

Each connected integration shows:
  • Connection status: Connected, Syncing, Error, or Disconnected
  • Last sync time: When the most recent sync completed
  • Sync summary: Counts of synced, created, skipped, and errored contacts

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Disconnecting

To disconnect an integration:
  1. Click the integration card
  2. Click Disconnect
  3. Confirm the disconnection
Disconnecting removes stored credentials and stops all sync activity. Data already synced to your CRM remains there.

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Permissions

Only firm Owners and Admins can manage integrations. Team members with Manager or Viewer roles can see integration status but cannot connect, configure, or disconnect integrations.

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Troubleshooting

  • Verify your API key or credentials are correct
  • For Addepar, confirm your firm subdomain is correct
  • Check that your CRM account has the required API permissions
  • For OAuth integrations, try disconnecting and reconnecting
Contacts are matched by email address. Ensure your clients’ email addresses in Storehouses match their emails in your CRM.
Check the sync summary for specific error messages. Common causes:
  • CRM rate limits exceeded (Storehouses includes built-in delays but very large client lists may hit limits)
  • Individual contact permissions in your CRM blocking updates
  • Custom objects or fields not deployed (Salesforce SH_Portfolio__c)
OAuth tokens refresh automatically. If persistent token errors occur, disconnect and reconnect the integration to re-authorize.