Setting up the integration:
The first time you use Asset-Map with Redtail, you will need to establish the integration:
1. Sign in to Asset-Map Platform and click the User Menu > Integrations.
2. Then, select "Redtail":
On this resulting screen, enter your Redtail credentials and click "ENABLE REDTAIL INTEGRATION."
If you subscribe to both the Asset-Map Platform and Redtail CRM, this integration will allow you to send basic contact information from Redtail to Asset-Map. Adding or syncing a Family and/or Contacts from Redtail into Asset-Map will allow you to quickly create Asset-Map Reports for your clients and prospects.
Linking Clients from Redtail to Asset-Map
Note: The term Households and Household Members are used in Asset-Map, where Redtail refers to those same terms as Families or Contacts.
1. To link a family and/or contact(s) from Redtail into Asset-Map Platform, start by searching for a family or contact that exists in Redtail.
2. When found, click Import to Asset-Map.
3. The contact information (family members, birth dates, and gender) that is stored in Redtail will be used to create and populate your Household's Asset-Map Report:
Managing Your Integration
Once you have linked Redtail to your Asset-Map Platform, there are several ways to manage your integration: Search; Sync; Statistics.
Search: Go to Household Index to access your full list of clients. A link symbol will appear in the Redtail column to the left of any Household that has been imported and/or synced via Redtail:
Sync: To update a Household’s information with current Redtail information, click the Sync button found in the Integrations box on the Household’s Summary page in Asset-Map:
Statistics: The Redtail Integrations page in your Asset-Map account provides a summary of your integration, including how many Households and Redtail Clients have been connected with your Asset-Map account:
Note: If you make a password change in Redtail, then simply disconnect Redtail from within Asset-Map and reconnect using your new Redtail password.