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


2) Select Contacts.


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


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


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



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



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 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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