Setting up the integration:
If you have an account with Forefield Advisor, you have the ability to import your contacts from Redtail into your Forefield account. To do so:
- Log into your Forefield account.
- Then, from their menu click "My Clients" followed by "Import/Export":
- Then, click the Redtail tab:
- Then, enter your Redtail username and password and indicate the Status of contacts that you want to import on the right and click Import:
- If you encounter any issues with the integration, you can contact Forefield to help you troubleshoot your issue here.
This integration allows contact data to be pulled from Redtail to Forefield Advisor
Forefield Advisor resources:
Forefield Advisor Website
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