Integration Name:
Integration Type:
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:
Integration functionality:
This integration allows contact data to be pulled from Redtail to Forefield Advisor
Forefield Advisor resources:
Forefield Advisor Website
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