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goalgamiPro®

Redtail's integration with goalgamiPro® provides users of both services with SSO (Single Sign-On) from Redtail to goalgamiPro® and the ability to import contacts and holdings from Redtail into goalgamiPro®.

To use the SSO option, simply go to the Integrations menu within your Redtail database and select the Single Sign-On option for goalgamiPro®:

 

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You'll then be prompted to enter your goalgamiPro® login information — going forward you'll be able to automatically access goalgamiPro® using this SSO option (with no further need to enter your credentials).

The second component of the integration will allow you to import contact and account data into goalgamiPro®.

Begin by selecting “Redtail” from the “Import Accounts” dropdown on the My Households screen within goalgamiPro®. You are then prompted with three options:

  • Import a single family / contact and associated accounts
  • Import multiple families / contacts and associated accounts
  • Add a contact to an existing household

Import Family & Contact Information

 

Whether you select to import multiple families or just one, the process is the same. goalgamiPro® recommends starting with importing just one to get familiar with the process. Each selection has a helpful splash page to explain everything that you need to know.

  • Step 1: Select “Redtail” from the “Import Accounts” dropdown
  • Step 2: Select the option to “Import a single family / contact and associated accounts”
  • Step 3: Select the family that you wish to import
  • Step 4: Verify household member information — Name, Birthdate, Gender
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Import Account Information

  • You have the option of continuing the workflow described above to import all accounts. Continue to import accounts by selecting “Import Accounts”.
  • You may also update the accounts any time from inside the household. Navigate to the Household Summary page, and select “from Redtail” from the “Import Holdings” dropdown.
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Add Contact to an Existing Household

You may have a need to update an existing household with a new contact because there is a new member of their family or in order to import accounts with the contact.

  • Step1: Select “Redtail” from the “Import Accounts” dropdown
  • Step 2: Select the option to “Add a contact to an existing household”
  • Step 3: Choose the Household to which you would like to import contacts, and then select all contacts to import
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