Setting up the integration:
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.
The integration with PreciseFP allows you to import contacts from Redtail into PreciseFP and to export updated client data from PreciseFP back into Redtail
Click here for a recorded spotlight webinar featuring PreciseFP and Redtail
Precise FP resources:
PreciseFP Redtail Documentation
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