Syncing Redtail

How to integrate your Redtail contacts with your FMG account

Syncing Redtail

To sync your Redtail contacts with your FMG account:

In your FMG admin, navigate to Contacts > Manage Contacts in the navigation pane on the left side of your dashboard:
Click "Sync Redtail CRM" under Import Your Contacts:
Log into your Redtail account. This one-time authentication process allows us to sync with Redtail successfully.
Select your sync settings in the "Redtail CRM Synchronization" modal:
1. What Would You Like To Sync From Redtail CRM?: You can choose which of your contacts from Redtail to add to FMG. Choose to either sync all of your contacts or only specified tags.
2. Sync Frequency: To update your contacts automatically at the end of each day (recommended), enable automatic syncing by checking the box in this section. If you choose not to enable automatic syncing, you can start an on-demand sync anytime from your Contacts page.*
  
  *After your initial integration, you may update your contacts sync method on-demand. To do this, navigate to Contacts > Manage Contacts in your admin. To update your Redtail contacts on-demand, you can click "Update Contacts":
3. Sync FMG Activity: Check the box in this section if you'd like 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 your contacts in your admin will be replaced with your Redtail contacts. If you have any contacts in FMG that are not in Redtail, export your FMG contacts and add them to Redtail before syncing.

⚠️ Your Redtail contact must be set as "Individuals" in order to sync over. "Business" type contacts will not sync to FMG.

Updating Your Sync Settings

To update your sync settings after your initial integration:

Navigate to Contacts > Manage Contacts in your admin:
Select the arrow dropdown next to "Update Contacts" and select "Update current settings.":
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

When a contact has a Death Date in Redtail, we will remove them from the sync with FMG to prevent unwanted communication.

Additional Troubleshooting

Are you not seeing a new tagged group you created in Redtail? You may need to manually sync your Redtail or update sync settings to include the group you've created. To update your sync settings:

Navigate to Contacts >Manage Contacts:
- If you are syncing "All Contacts/Groups," click the "Update Contacts" button. Your new group will be added to your group list after the sync.
- If you are syncing "Just Specific Groups," click on the dropdown arrow on "Update Contacts" and select "Update current settings."
  
  On the Contacts page, you can update your sync settings:
Next, you will see the "Redtail CRM Synchronization" modal. Under the "Just Specific Groups" tab, select the tag group name you've created in Redtail:
Hit "Save," and a new Redtail sync will begin. Your new group will be added to your group list after the sync.