Laser App Software – Helpdesk

Integration Name:

Integration Type:

Setting up the integration:

You'll first need to enable the Laser App integration within your database. Instructions for enabling integrations can be found here.

Then, from the Manage Integrations page where the integration was just enabled, you'll need to click Settings under the Actions menu for Laser App Software:

You'd then see the below:

If "enterprise" is not currently listed as the version, select it by clicking inside this menu and then click Save.

Integration functionality:

If you use Laser App desktop software, you can send a client directly from Redtail to Laser App, rather than having to manually data enter their information within Laser App. Note: if you send a Family Head to Laser App, it will also include much of their Spouse's information as well as information on other contacts linked to them via their Family section in Redtail. That spousal and family data is listed at the bottom of the list below. Note as well that Laser App offers an Anywhere version, for use on tablets and smartphones — you can learn more about that here.

Send an Individual to Laser App

To send an individual to Laser App, go to their Contact record and then click the Common Tasks menu at the top right of the page:

If you click on this menu, you'll see the below options:

Click Send To Laser App.

After clicking the Send to Laser App link within a client's record, you'll see an Open/Save dialog:

Click Open. Laser App will then open up and your client will be in your list of Laser App contacts.

What data does Redtail include in this Send to LaserApp for an individual contact record?

Client ID — (this is an internal client ID number in Redtail)
Client Salutation — (entered in a client's Basic Information section in Redtail)
Client First Name — (entered in a client's Basic Information section in Redtail)
Client Last Name — (entered in a client's Basic Information section in Redtail)
Client Middle Name — (entered in a client's Basic Information section in Redtail)
Client Employer Name — (entered in a client's Basic Information section in Redtail)
Client SSN — (entered in a client's Contact Details section in Redtail) NOTE: If the SSN begins with a zero, or zeros, it will be imported into Laser App as a null value. You should format the column containing the SSNs in your export as Social Security Numbers to avoid this issue. Instructions for doing this are in Figure 3 of this post.
Client DOB — (entered in a client's Contact Details section in Redtail)
Client Marital Status — (entered in a client's Contact Details section in Redtail)
Client Gender — (entered in a client's Contact Details section in Redtail)
Client Cell Phone — (entered in a client's Contact Card section in Redtail)
Client Home Phone — (entered in a client's Contact Card section in Redtail)
Client Street Address — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Apartment — (entered in a client's Contact Card section in Redtail) pulls second line of Address. If no address marked as Primary, nothing sent.
Client City — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client State — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Zip Code — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Legal Address — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Legal Apartment — (entered in a client's Contact Card section in Redtail) pulls second line of Address. If no address marked as Primary, nothing sent.
Client Legal City — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Legal State — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Legal Zip — (entered in a client's Contact Card section in Redtail) pulls address marked as Primary. If no address marked as Primary, nothing sent.
Client Employer Address — (entered in a client's Contact Card section in Redtail) pulls Work Address
Client Employer Suite — (entered in a client's Contact Card section in Redtail) pulls Work Address line 2.
Client Employer City — (entered in a client's Contact Card section in Redtail) pulls Work Address
Client Employer State — (entered in a client's Contact Card section in Redtail) pulls Work Address
Client Employer Zip — (entered in a client's Contact Card section in Redtail) pulls Work Address
Client Employer Fax — (entered in a client's Contact Card section in Redtail) pulls Work Fax
Client Employer Phone — (entered in a client's Contact Card section in Redtail) pulls Work Phone
Client Employer Phone Ext — (entered in a client's Contact Card section in Redtail) pulls Work Phone Extension
Client Email — (entered in a client's Contact Card section in Redtail) pulls Email 1
Client Drivers License # — (entered in the Misc. Personal Information section under Know Your Client for a record)
Client Drivers License Jurisdiction — (entered in the Misc. Personal Information section under Know Your Client for a record) pulls DL State
Client Drivers License Expiration — (entered in the Misc. Personal Information section under Know Your Client for a record)
Client Drivers License Issue Date — (entered in the Misc. Personal Information section under Know Your Client for a record)
Client Green Card # — (entered in the Misc. Personal Information section under Know Your Client for a record)
Client Passport # — (entered in the Misc. Personal Information section under Know Your Client for a record)
Bank Name — (entered in the Bank Information section under Know Your Client for a record)
Bank Branch — (entered in the Bank Information section under Know Your Client for a record)
Bank Account # — (entered in the Bank Information section under Know Your Client for a record)
Bank Routing # — (entered in the Bank Information section under Know Your Client for a record)
Bank Address — (entered in the Bank Information section under Know Your Client for a record)
Bank City — (entered in the Bank Information section under Know Your Client for a record)
Bank State — (entered in the Bank Information section under Know Your Client for a record)
Bank Zip Code — (entered in the Bank Information section under Know Your Client for a record)
Bank Fax — (entered in the Bank Information section under Know Your Client for a record)
Bank Phone — (entered in the Bank Information section under Know Your Client for a record)
Bank Phone Extension — (entered in the Bank Information section under Know Your Client for a record)
Client Income — (entered in the Employment Information section under Know Your Client for a record) pulls Gross Annual Income
Client Tax Bracket — (entered in the Estimated Tax Information section under Know Your Client for a record) pulls Est. Tax Bracket
Client net Worth — (entered in the Estimated Net Worth section under Know Your Client for a record) pulls Est. Net Worth
Client Liquid Assets — (entered in the Estimated Net Worth section under Know Your Client for a record) pulls Est. Liquid Net Worth
Client Retirement Date — (entered in the Employment Information section under Know Your Client for a record)

If you Send to Laser App from a Family Head's record, in addition to the above data, the below data will be included in the send as well:

Spousal Information:

Client Salutation
Client First Name
Client Last Name
Client Middle Name
Client Employer Name
Client SSN
Client DOB
Client Gender
Client Cell Phone
Client Home Phone
Client Email
Client Drivers License #
Client Drivers License Jurisdiction
Client Drivers License Expiration
Client Drivers License Issue Date
Client Green Card #
Client Passport #
Client Income
Client Tax Bracket
Joint Income — this combines the Client Income amounts for the Family Head and the Spouse

Family Information — Note: the below information will be sent for each contact listed in the Family Head's Family section, other than the spouse, who is covered above. Also, be aware that manually entered beneficiary information at the account level within Redtail is not included in the Send to LaserApp; instead, LaserApp interprets Family Members that we send as beneficiaries for the Head of Household:

Client First Name
Client Last Name
Client Middle Name
Client Employer Name
Client SSN
Client DOB
Relationship to Family Head — Child, Grandchild or Other Dependent

Send contacts to Laser App in bulk

You also have the ability to export a file for multiple contacts from your Advanced Search page, which you can then save and import into Laser App. After running your search and then selecting the contacts you want to include in the export, just click the Contact Options and select Exports:

In the resulting dialog, select Laser App:

After your file opens, just save it to a location on your machine that you can remember. Note: Laser App requires a file extension of .lif for import into their software. On older versions of Windows, you can just change the file extension of your export from .csv to .lif when saving and then follow Laser App's instructions for importing contact data. If you use Windows 7, however, you'll need to take a few extra steps in order to change the file extension on your export from Redtail from .csv to .lif. To do so:

1. After saving and closing the file, open up your Windows Control Panel:

2. Change your "View by:" setting to "Large icons":

3. Click Folder Options:

4. On the resulting Folder Options dialog, go to the View tab, uncheck "Hide extensions for known file types" and then click Apply:

5. You can then go to the file you saved earlier, right-click it and select "Rename":

6. Then, you'll see the file name is editable:

7. Just highlight "csv" and change it to "lif":

8. Click enter and you should see the file saved with the new .lif extension, which will now allow you to import it into Laser App. See the attached file for a screenshot of the path to use within Laser App to import your file.

Note: For reference, the fields included when creating the Laser App export from the Advanced Search page (for a file to import in bulk to Laser App) are different than those when sending an individual. The fields for the bulk export file are:

Client ID
Client Salutation
Client First Name
Client Last Name
Client Middle Initial
Client Employer Name
Client Occupation
Client Sex
Client SSN
Client DOB
Client Marital Status
Client Citizenship
Client Country
Client Home Phone
Client Street Address
Client Apartment
Client City
Client State
Client Zip Code
Client Employer Address
Client Employer Suite
Client Employer City
Client Employer State
Client Employer Zip
Client Employer Fax
Client Employer Phone
Client Employer Phone Ext
Client Email
Client Drivers License #
Client Green Card #
Client Income
Client Tax Bracket
Client Net Worth
Client Liquid Assets

If Family Heads are in this export, in addition to the above data, the below data about their spouses will be included in the export as well:

Spousal Information:

Spouse First Name
Spouse Last Name
Spouse Middle Initial
Spouse Employer Name
Spouse Occupation
Spouse Sex
Spouse SSN
Spouse DOB
Spouse Drivers License #
Spouse Green Card #

LaserApp resources:

LaserApp Support

LaserApp Website

If you are looking for more Form Filling Software, click here!

Send an Individual to Laser App

What data does Redtail include in this Send to LaserApp for an individual contact record?

Send contacts to Laser App in bulk

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