1. To set up an integration with the Redtail CRM, log into your Stratifi account and go to Settings > Integrations > click on the Connect button in the Redtail tile.
2. Select what data you would like to import into Stratifi and click on the Connect button.
3. You will then be prompted to enter your Redtail login information. Please do so and click the Submit button. This completes the process and you may see a message letting you know how long it may take to start getting information from Redtail.
4. If you need to make adjustments to what data comes from Redtail:
5. If you changed your Redtail password and need to make that adjustment in Stratifi: