Setting up the integration:
Log in to Yourefolio, click the menu icon in the top right corner and click "Integration Partners":
Click the Integrate Redtail button:
Enter your Redtail credentials and then click Submit:
After setting up the integration, you'll next see the below:
You can follow Yourefolio's onscreen instructions to proceed, or contact Yourefolio for further details.
If you have additional questions or would like to learn more about the integration, please email firstname.lastname@example.org.
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