Setting up the integration:
- From within your Advizr account, click "Import your data":
- Then, click "Redtail":
- You'll then see a modal, notifying you that you'll need a Tag Group in Redtail to select for import into Advizr. If you've already established that Tag Group, go ahead and enter your Redtail credentials and then click "Connect Redtail":
- Note: Advizr offers further instructions on setup here, that differ slightly from those above if you aren't a new Advizr customer.
After connecting Redtail to Advizr as described above, you'll be presented with a Connect with Redtail option where you can choose the Tag List you want to import:
Choose your Tag List from Redtail and then click "Import Users":
Import of that Tag List will begin. You'll be able to see the status of the Import from your Notifications menu in Advizr:
Once your Import is complete, you'll be able to access and work with those contacts from your Advizr sidebar:
The integration also offers Single Sign-On (SSO) and a Send-to option for contacts from Redtail into Advizr. After clicking your Integrations menu in Redtail, and then selecting Advizr, you'll see the below:
Note: if you aren't in a Contact Record in Redtail when accessing these options, you'll only see the SSO option here.
Click here to return to the list of Financial Planning tools.