Integrate Smart Kx and Redtail Imaging | Scribe

    Integrate Smart Kx and Redtail Imaging

    • Smart Kx |
    • 16 steps |
    • 51 seconds
      1
      Navigate and login to [Redtail Imaging](https://imaging.redtailtechnology.com/login)
      2
      Click on the Account settings in the top right corner
      3
      Go to "Settings"
      4
      Click on "Integrations"
      5
      You will see Redtail CRM and Smart Kx under Integrations
      6
      Enable the Smart Kx Integration
      7
      Click on the icon to copy the token
      8
      Exit out of the pop up
      9
      Make sure the Redtail CRM integration is also enabled. *No token is needed for the Redtail CRM integration.*
      10
      Navigate to [Smart Kx](https://app.smartkx.io/)
      11
      Click on the Account settings in the top right corner
      12
      Go to "Settings"
      13
      Toggle on "Allow bi-directional data exchange with Redtail"
      14
      Paste the token from Redtail Imaging
      15
      Click "Save"
      16
      Exit out of the pop up