To export from the original Redtail CRM:
 1. Log into Redtail CRM.
 2. Click “Manage Your Account.”
 3. Click “Dropbox Files and Database Backup.”

4. Click “Request Backup.”

5. Download backup file from the same page when it completes.

Click here to upload your file. Our migration team will be in touch when your data is imported or to discuss your data.

See also:

How do I export my contacts from Redtail’s Tailwag CRM and import them into Wealthbox?

Tips for preparing your data before importing into Wealthbox

How do I import my contacts?

How do I import notes? 

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