1. Login to your CircleBlack Advisor account at https://advisor.circleblack.com.
2. On the top right of your screen, click the ‘gear’ icon, and click Integrations.
3. On the Integrations page, click on the Redtail logo, and you will be presented with a login screen for Redtail. Enter your Redtail credentials (Username and Password) and click the Login button.
4. You will be logged in to your Redtail account and the "single sign-on" to Redtail will be enabled and keep you permanently logged in:
IMPORTANT NEXT STEPS. Once you have your Redtail connected in CircleBlack, please contact CircleBlack Client Services at help@circleblack.com to request a Redtail/CircleBlack Contact Comparison Report. CircleBlack will review the Contact Comparison Report to show you the any differences between your Client data in CircleBlack and your Contact data in Redtail. Depending on what those differences are, you will need to edit/update Redtail. By request, CircleBlack will only push client data with matching taxIDs in your Redtail Contacts.
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