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Tolerisk

Integration Name:

Tolerisk

Integration Type:

Portfolio Analysis

Setting up the integration:

Note, if you aren't already a Tolerisk user, they are offering Redtail users a 10% discount, available by entering the code REDTAILCRM at signup.

To set up the integration, log in to your Tolerisk account.  Then, click the User icon and click "DEFAULTS" from the resulting menu:

tolerisk.png

On the resulting page, click "Enable" next to "Redtail":

enable_tolerisk.png

You'll then be prompted to enter your Redtail credentials:

tole2.png

Enter your Redtail username and password there and then click "Enable."

 

Integration functionality:

After setting up the integration as described above, click the Clients option from your main navigation menu in Tolerisk:

tolec.png

Then, click "Redtail Mapping":

tolemap.png

You'll then see the below:

maptole.png

Tolerisk pulls contacts from Redtail grouped by Contact Status. It may take some time here to wrap up the processing component of mapping (dependent upon the size of your database), but once that has completed, you can use the "Import and Create" option to pull your desired Status of contacts into Tolerisk from Redtail. 

Tolerisk resources:

Website

Features

Pricing

Contact

If you are looking for more Portfolio Analysis, click here!

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