Redtail is a supported import option into Marloo. You export a database backup from Redtail, then upload it to Marloo, which becomes where you keep your client records.
Export your data from Redtail
Log in to Redtail and go to the database backups page.
Click Request Database Backup.
Wait for the backup to generate. This usually takes 1 to 2 minutes, and you may need to reload the page.
Click the file name to download the
.sqlfile to your computer.
Import it into Marloo
In Settings > Integrations, open Redtail under Client records & CRM, click Upload your export and upload your .sql or .zip file. For the full steps, see Move your clients to Marloo from another CRM.
What comes across from Redtail
Clients: individuals, companies and businesses, trusts, unions and contact associations, with relationship labels and head-of-household details
Contact details, tags, lifecycle or status values, and extra detail such as custom fields and tax profile fields
Appointment activities as Marloo meetings
Other activities as tasks, with due date, status, priority and related contacts
CRM migration is free, and Marloo's team can move your data the same day.