Redtail Integration - Set Up | Scribe

    Redtail Integration - Set Up

    • Vina Pham |
    • 25 steps |
    • 2 minutes

    Start by Logging Into Holistiplan

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    Only Firm Admins on the subscription will have access to enabling the integration.
    1
    Navigate to the "Settings" tab.
    2
    Select "Integrations" from the ribbon.
    3
    Find the Redtail integration and toggle to "Enabled".
    4
    Scroll up and click on your name at the top right-hand side of the screen.
    5
    From the drop down menu, select "My Account/Password".
    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.

    Importing Households Not in Holistiplan

    7
    Navigate to "Households".
    8
    Click "Add Household From Redtail".
    9
    Search Redtail by household name then click "Fetch Groups".
    10
    Once the household is found, select "Connect this Group".
    11
    Click "Continue and Import Client".

    Connecting Households Already in Holistiplan

    12
    Navigate to the client's household page and click "Connect Household to Redtail" under the household title.
    13
    The software will automatically search using the client's name in Holistiplan. Once the household is found, click "Connect this Group".
    14
    Click "Continue and Import Client".
    15
    After the household is connected, connect each individual client by clicking the "Import & Connect Clients" button located on the "Clients" ribbon.