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      Syncing Redtail

      How to integrate your Redtail contacts with your FMG account

      To sync your Redtail contacts with your FMG account:

      1. Access the Contacts Page: In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

      2. Initiate Sync: Click "Sync Redtail CRM" under the Import Your Contacts section.

      3. Authenticate: Log into your Redtail account. This is a one-time authentication process to enable successful syncing.

      4. Configure Sync Settings: In the "Redtail CRM Synchronization" modal, select your preferences:

        • What Would You Like To Sync From Redtail CRM? Decide which contacts from Redtail you want to add to FMG. You can either sync all your contacts or only those within specific tag groups.

        • Sync Frequency: For automatic daily updates, check the box to enable automatic syncing (recommended). If you prefer manual updates, you can initiate an on-demand sync from your Contacts page at any time.

        • Sync FMG Activity: Check this option if you want FMG to write an activity note to Redtail each time:

          • A website form is completed

          • An email is sent

          • Someone opts out of your emails

      During the syncing process, all existing contacts in your FMG admin will be replaced with your Redtail contacts. If you have contacts in FMG that aren't in Redtail, export them and add them to Redtail before syncing.

      ⚠️  Only contacts categorized as "Individuals" in Redtail will sync. "Business" contacts will not sync to FMG.

      Updating Your Sync Settings

      To adjust your sync settings after the initial setup:

      1. In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

      2. Select the arrow dropdown next to "Update Contacts" and select "Update current settings."

         

      3. You can then update the contact settings in the "Redtail CRM Synchronization" modal.

      Field Mapping

      Here is how Redtail contact fields map to an FMG contact:

      Redtail Field

      FMG Field

      First Name

      First Name

      Last Name

      Last Name

      Email marked as Primary

      Email Address

      Street Address

      Address 1

      Secondary Address

      Address 2

      City

      City

      State

      State

      Zip

      Zip

      Phone marked as Primary

      Phone Number

      DoB

      Birthday

      Gender

      Gender

      Marital Status

      Marital Status

      Client Since

      Client Anniversary

      Nickname

      Nickname

       

      Contact Limits

      Contact Integration is limited to 30,000 contacts and/or 1,000 groups in your Redtail database, regardless of how many are selected to sync. Attempts to sync databases over this size limit will fail.

      Deceased Contacts

      If a contact has a Death Date in Redtail, they will be automatically removed from the FMG sync to prevent unwanted communication.

      Additional Troubleshooting

      If you're unable to see a newly created tag group from Redtail, it may be necessary to manually sync your Redtail or adjust your sync settings to include the new group.

      Follow these steps to update your sync settings:

      1. Navigate to the Manage Contacts Page: In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard.

      2. Update Your Sync Settings:
        1. Syncing All Contacts/Groups: If you have selected to sync "All Contacts/Groups," click the "Update Contacts" button. This action will sync your new group to your group list.
        2. Syncing Specific Groups: If you are syncing "Just Specific Groups," click the dropdown arrow next to Update Contacts and choose "Update current settings." 
      3. Modify Sync Settings: You will be directed to the Redtail CRM Synchronization modal. Navigate to the "Just Specific Groups" tab and select the tag group name you've created in Redtail.
      4. Finalize and Sync: Click Save to initiate a new Redtail sync. Your new group will then be added to your group list. 

      By following these steps, you should be able to successfully view and manage your newly created group in Redtail.