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Importing from KonnexMe

CRM

KonnexMe is a Web-Based CRM and Marketing tool. 

Import Type

Web Based – Backup files are usually on the server computer or is able to be run directly from database

Which information can be imported? 

Basic Information – includes name, DOB, Tax ID, addresses, phones, emails, etc. (most fields are on contacts template for reference)

Notes/History  Note History is imported as individual notes with correct time and date stamps. 

Calendar/Task  Activity dates are placed onto the Redtail Calendar, however, contacts will not be associated with them. 

Accounts/Policies  Yes, however, they will need to be reviewed on how to best bring them into the system. 

User Defined Fields  Yes, however, they will need to be reviewed on how to best bring them into the system. 

Which Information CAN'T be imported? 

Archived Email - Email Archiving is another service that Redtail offers for the sake of compliance. 

Attached Documents - Redtail, as a rule, does not import documents for clients from other sources.

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