The integration with PreciseFP allows you to import contacts from Redtail into PreciseFP and to export updated client data from PreciseFP back into Redtail.

You need not enter your PreciseFP credentials anywhere within Redtail in order to enable this integration, but your Redtail username and password are required to set this up on PreciseFP's side. You can see their instructions for setup and usage of the integration here.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk