1. To set up an integration with the Redtail CRM, log into your Stratifi account and go to Settings > Integrations > click on the Connect button in the Redtail tile.
2. Select what data you would like to import into Stratifi and click on the Connect button.
3. You will then be prompted to enter your Redtail login information. Please do so and click the Submit button. This completes the process and you may see a message letting you know how long it may take to start getting information from Redtail.
4. If you need to make adjustments to what data comes from Redtail:
- Go to Settings > Integrations > and click on the Connected integrations tab
- Click on the Update button in the Redtail tile.
- From there you can enable or disable Clients, Households or Prospects by checking/unchecking the relevant check box and then click on Update to process the change.
5. If you changed your Redtail password and need to make that adjustment in Stratifi:
- Go to Settings > Integrations > and click on the Connected integrations tab
- Click on the View integration details link in the Redtail tile.
- From there, enter your updated credentials and then click on Submit to process the change.
