Setting up the integration:
From your home page in e-Relationship, click on Address Book > Add Contacts > Contact Grabber and Imports.
Then, under "Imports from Excel . . .", select Redtail CRM:
You’ll then be prompted to log into your Redtail account to authenticate. This one-time authentication process allows e-Relationship to sync your e-Relationship account with Redtail. e-Relationship doesn't store your Redtail username or password.
Once connected, you can add your contacts. You’ll have the option to choose either All Contacts/Groups or Specific Groups. e-Relationship pulls contact marked as “individual” via Tag Groups from Redtail. This includes the following information:
- First name
- Last name
- Email address
- Phone number
- Primary Address
- Date of birth
In addition, you can enable history notes for your Redtail contacts. This allows you to see on your Retail timeline when an email was sent from e-Relationship and when you receive a request for more information.
You can disable this at any time by visiting My Profile > Manage My Connected Import Accounts.
Once your contacts are synced, all new contacts added to Redtail will automatically be added to your contact grabber queue in e-Relationship.
You can then approve or exclude the new contacts from being added to your address book. In addition, e-Relationship will check nightly for any updates made in Redtail and update the contact in e-Relationship. You can always click the green Reconnect button in My Profile > Manage My Connected Import Accounts to refresh the connection and get real time information for your contacts on-demand.
*Remember, any changes to a contact’s information can only be made within your Redtail account.
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