What Data Syncs?

Owned by Brittany Noethen
Last updated: Aug 10, 2023
1 min read

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.