Setting up the integration:
Setup is handled within the Vanare platform.
- Click "Configurations" under Communicate:
- Then, check off the box next to "Redtail":
- You can then enter your Redtail User Name and Password and save:
The integration with Vanare allows you to sync contact data from Redtail into their platform. All aspects of the integration are performed from within the Vanare platform.
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