Syncing Redtail

In this article, we will review:

• Syncing Redtail
• Updating Your Sync Settings
• Field Mapping
• Editing Contacts and Groups
• Contact Limits
• Deceased Contacts
• Additional Troubleshooting

Syncing Redtail 🔴🐕 

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

✔️ 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 update the sync settings in the "Redtail Synchronization" modal. 

   
4. To automatically sync your Redtail account with your FMG account daily, check the box under "Sync Frequency." This will ensure that any updates you make to contacts or tag groups will be reflected in your FMG account!

🗺️ Field Mapping

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

📝 Editing Contacts and Groups

Once your Redtail CRM has been integrated, you cannot edit your contacts/tags or add new contacts/tags manually from your FMG account.

You must make these changes from your Redtail account. If your sync frequency is set to automatically sync daily, these changes will automatically sync to your FMG account. 

🔢 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.

❓ Additional Troubleshooting

If you can't see a newly created tag group from Redtail, you may need 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.