Follow

Timeline

Integration Name:

Timeline

Integration Type:

Financial Planning tools

Setting up the integration:

From within your Timeline account, click the Account menu and select "Integrations". You'll then see the below:

clickconn.jpg

Click the "Connect" button in the Redtail row. You'll then be prompted to enter your Redtail credentials and login:

autofi.jpg

 

Integration functionality:

After setting up the integration as explained above, going forward whenever you click the My Clients link in Timeline, you'll see that you have the option to Import contacts from Redtail:

impre.jpg

When you click that option, you'll see the below:

tlimportscren.jpg

You can then use box 2 to search for and select the client you want to import from Redtail into Timeline and use box 3 to choose which of their accounts from Redtail you'd like to link as well. Then just follow onscreen prompts to work further with that contact in Timeline.

 

Timeline resources:

Website

Blog

Help Center

If you are looking for more Financial Planning Tools, click here!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk