What Data Syncs?

Available Data Points

Not Currently Available

The Portal sync integration (for both 1 or 2-way syncing) with the Redtail CRM currently supports syncing of the following contact data:

• Status:  Active, Deceased & Inactive

• First Name

• Middle Name

• Last Name

• Full Name

• Tax ID

• Date of Birth

• Marital Status

• Gender: Female, Male

• Addresses: 

  • Mailing

  • Legal (Home)

  • Work (Employer)

  • Other

• Phone Numbers: 

  • Home

  • Cell

  • Fax

  • Work

  • Other

• E-mail Addresses: 

  • Home

  • Other

• Social Media

  • Facebook

  • Linked In

  • Instagram

  • Twitter

• Employer Name

• Occupation/Job Title

• Citizenship

• Country of Citizenship

• ID Details

  • ID Number

  • Type of ID

  • Issue By

Not all data can be synced between the two CRMs, including the following items:

• Custom fields from Redtail are not available in the sync.

• Some custom values in an individual’s Redtail database do not have a corresponding value in the Portal CRM.  When this is case, your custom value from Redtail will not sync. 

• Example:  Status. 

  • Redtail CRM uses these standard statuses:  Active Client, Deceased & Inactive Client. 

  • The portal has similar statuses and so those values can be synced.  

  • Any other custom defined statuses will not be included in the sync.