How to Integrate Redtail with Holistiplan | Scribe

    How to Integrate Redtail with Holistiplan

    • Emily Joles |
    • 16 steps |
    • 5 minutes

    Start by Logging Into Holistiplan

    1
    Navigate to the "Settings" tab.
    2
    Select "Integrations" from the ribbon.
    3
    Scroll down to the Redtail option and click "Enable Redtail Integration." You will see the button turn colors from navy to red.
    4
    Scroll up and click-on your name at the top right-hand side of the screen.
    5
    From the drop down menu select the "My Account/Password" option.
    6
    Scroll down and enter your Redtail login credentials in the respective "Username" and "Password" fields.
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    For security purposes, Holistiplan does NOT store your Redtail login credentials within its database.
    7
    Click-on "Establish Redtail Connection" button in blue.
    8
    Once the connection has been successfully established, select the link to go to the "Redtail Import wizard."
    9
    Once on the Redtail Import page, you should have a Redtail screen populate like the one shown below. You will select the "Contact Type" for client profiles you want to integrate within Holistiplan.
    10
    Remember, if you are a Firm Admin on the account, you will want to confirm the category for tax report notes to be filed within Redtail and select "Save" when finished.
    11
    Click the "Fetch Contacts" blue button and wait for the respective contact/client list to load.
    12
    Select the client(s) from your populated list that you wish to integrate with Holistiplan.
    13
    As you make each contact selection, you will want to choose how to file the contact added to Holistiplan from Redtail.
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    TIP! When adding an additional contact, such as a spouse, after the Primary contact has already been added to Holistiplan, you will want to select "Not Specified" as the Contact Type noted above, and choose the Household of the Primary Client. Then, in the second drop-down menu that populates, select "New Client" versus connecting to the existing client.
    14
    Click "Load from Redtail" after you have confirmed all contact selections.
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    Alert! You will see a small blue pop-up box at the bottom right of your screen that confirms the number of contacts that integrated with Holistiplan.
    15
    Click "HOUSEHOLDS" tab at the top right to view the Households created as part of the Redtail integration.
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    Tip! When logging back into Holistiplan, you can access the Redtail Import page by simply going to the "Administration" tab and selecting the "Redtail Import" option from that drop-down menu, as shown in the next step.