Can I Import Contacts from Apple Devices into the CRM?

Our Welcome Team is happy to assist you with importing your Contact/Client Information from your Apple Device into Redtail!

 

The first step in this process is to export your data to a Numbers file, please use the following directions to create your export:

1) Open the Applications menu

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2) Select Contacts.

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3) Select the contact list you would like to export (e.g., All Contacts).

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4) From the Contacts menu, select FileExport, then Export vCard.

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5) Give your file a descriptive name, then select the location where you would like to save it.

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The next step is to convert your file into .csv format.  You can use the converter tool, found here:  http://labs.brotherli.ch/vcfconvert/  Or any other tool that you may have available.  You will want to make sure that you choose “CSV” and “Comma” for the Formatting:

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The final step is getting your data into the proper format. Once the file has been converted, you may notice that it does not have any headers.  This is not a problem though, because we have a Formatted Import Spreadsheet for you to use.  You can either copy your columns of data into our Format, or you can copy our headers into your newly converted CSV spreadsheet – either way works for us!

 

For more information regarding the Formatted Import Spreadsheet, and to find a downloadable copy to use, please click here:  Import Contacts from Excel

 

>>> When your spreadsheet is ready, please email us at import@redtailtechnology.com for a secure link to upload your file to, and be sure to include your Redtail username as verification.  Please DO NOT email documents that contain PII to the above email address - for security reasons they will not be forwarded.

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