Setting up the integration:
Under the Inputs page in TimeLyft, select "Import Data":
On the next screen, select “Redtail”:
Select “Username & Password” to input your Redtail account login and password. Once input,
select “Submit” to save your information. Your account data from Redtail can then be imported
To import your Redtail data, please select the month and type of data you wish to import. Then
click “Save & Import.” Your Redtail data will then be imported for the month selected!
Accessing Imported Data within TimeLyft
Once you have imported your Redtail data, you can view this data as well as access insights
to assist with client time management and scaling your business. To view the imported
account/client list, select “Client List” on the “Inputs” page. On this page you can also manually
add further accounts/clients if you wish.
To view the imported activity information (tasks completed and time spent on each task), click
“Activity Tracking” on “Inputs” page. Then on the next page select “Client Tasks”. On this page
you will be able to see the time spent on tasks for each client/account for the month.
You can also view insights on your time usage, profitability (if revenue data is imported), and
work life balance. Click “Insights” on the side panel.
If you are looking for other Advisor Tools, click here!