Cy

Integration Name:

Cy

Integration Type:

Advisor Tools

Setting up the integration:

Log in to your Cy account. Then, click the "IMPORT CLIENT" button on your Cy Dashboard:

 

cy_import_client.jpg

 

You'll then be prompted to log in to your Redtail CRM database, which will establish the integration setup:

cy_2.jpg

 

 

 

Integration functionality:

Once signed into Redtail on Cy, the Import Client screen will display all the existing contacts in Redtail:

 

Screen_Shot_2021-11-15_at_3.02.51_PM.png

 

Select the checkbox(es) next to the contact(s) you wish to import and then click "Import" at the bottom. You can also search by typing the client’s name, phone number, or email in the search bar:

 

Screen_Shot_2021-11-15_at_3.03.10_PM.png

After you click "Import" for the chosen contact(s), the screen will indicate when the contact(s) have been successfully imported to Cy and update the status of the imported contact(s) to “Done”:

 

Screen_Shot_2021-11-15_at_3.03.58_PM.png

You can then click the “Done” button at the bottom to go back to the Cy Dashboard where the new contact(s) will show. Click “Finish Profile” to complete the client profile in Cy and proceed to the portfolio section:

 

Screen_Shot_2021-11-15_at_3.04.16_PM.png

 

Data Mapping

The integration is one directional with the following data being pulled from Redtail and imported into Cy:

 

cy8.jpg

Cy (PureFacts) resources:

Website

If you are looking for other Advisor Tools, click here!

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