Integrate your Redtail CRM with Holistiplan using the steps below.
Our Redtail integration allows you to pull client information into Holistiplan and push information to Redtail as notes from Holistiplan. Our June 2024 revamp makes improvements to the import and integration process, so if it's been a while since you interacted with the Redtail integration, some things may look a little different.
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Importing Households Not in Holistiplan
Connecting Clients Already in Holistiplan
Navigating Existing Holistiplan/Redtail Connections
Enabling the Integration
- Enable the Redtail integration. Users with Firm Admin privileges can navigate to Settings > Integrations.
- Once on the Integrations Screen, you will want to look for the Redtail tile and toggle on the enabled/disabled button indicated below to enable the integration.
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Click on your user profile name at the top-right and then "My Account / Password".
- Provide your Redtail login credentials in the respective "Username" and "Password" fields.
- Click "Establish Redtail Connection". Your connection between Holistiplan and Redtail is now complete!
Importing Households and Contacts into Holistiplan
Add Client Household from Redtail to Holistiplan
When adding an entirely new household from Redtail, first navigate to the main Households page containing all your existing client households in Holistiplan.
If your Holistiplan account has enabled the Redtail integration, you should see the red button indicated below, which you can click to import an entire household from Redtail.
Once you click on the red button above, you will be directed to the window shown below to search for households in Redtail to import to Holistiplan. Begin typing the name of the household where outlined below and click the "Fetch Groups" button to search your Redtail database of households. 
NOTE: Depending on how your Redtail households are named, you may not be able to find the household you are looking for. You can "Fetch Groups" after only typing one letter in the box above, so try typing in fewer letters and searching if you are having difficulty locating households.
Add Client from Redtail to Existing Holistiplan Household
If you had previously imported a client household from Redtail to Holistiplan, you can use the "Import & Connect Clients" button indicated below to import additional Redtail clients from that household into Holistiplan.
After clicking the "Import & Connect Clients" button, you will be presented with two options:
- Import from Redtail - This function allows you to search for a contact/client in Redtail using the search and fetch commands similar to importing households above, but on an individual client level.
Click on the Import from Redtail button shown above, and a search and fetch window will appear as shown below.
Begin typing the name of the client and click the "Fetch Clients" button to search your Redtail database of clients.
- Connect to Redtail - This function allows you to connect clients already saved in Holistiplan with existing client/contact records in Redtail from which you would like to pull that data from Redtail over to Holistiplan to update the client information.
Click on the Connect to Redtail button, and then select on an existing Holistiplan client within that household from the dropdown box. A window to search and fetch clients will then appear as shown below.
Start typing in the text field to search for the client you wish to import, and then click "Fetch Clients." Once you find the client you are looking for, click the "Import Client" button indicated above.
You will then have a window appear that shows you the Redtail data and Holistiplan data saved for the client in the respective software programs. Click the "Update Holistiplan to Match Redtail" to update the Holistiplan client record with the information from Redtail.
Navigating Existing Holistiplan/Redtail Connections
Once households and client data have been imported into Holistiplan, you will see a red Redtail icon bubble under the "Connections" column for each client contact. 
By clicking on that red Redtail bubble, you can now:
- View that Contact in Redtail.
- Remove the Redtail Connection for that client.
- Resync the Holistiplan/Redtail Connection to update client data.
Note: The Redtail integration does not automatically sync information between Holistiplan and Redtail on an ongoing basis. When client information needs to be updated or re-synced, you will need to manually resync that information from Redtail as noted in #3 above.
If you have any questions, please Contact our Support Team for further assistance!