TimeLyft

Integration Name:

TimeLyft

Integration Type:

Advisor Tools

Setting up the integration: 

Under the Inputs page in TimeLyft, select "Import Data":

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On the next screen, select “Redtail”:

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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

monthly:

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Integration functionality:

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!

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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.

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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.

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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.

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TimeLyft resources:

Website

Contact

 

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

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