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How do I find my user names and IDs in Redtail for my migration to Wealthbox?
How do I find my user names and IDs in Redtail for my migration to Wealthbox?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

You can find your Redtail usernames and IDs by following the instructions below:

  1. Navigate to the "User management" page

  2. Hover (don't click) over the username link for each user to see a URL address appear in the lower left side of your screen.

  3. The 6 digits at the end of the URL is the ID for that user.

  4. You may also need to click into the "disabled" tab to obtain the ID's and names for past users in Redtail.

You can include the user name and ID's when you send your data to our migration team.

The Redtail backup does not include the user's names, they only show an ID for the user. Our migration team will need the user names to apply to the User ID in order to properly associate data to your users in Wealthbox. If we don't include a user's name who is also a user in Wealthbox, all the notes will appear to be added by the account owner.

If you need the notes and activities to show the correct user association, you will need to provide a list of the user names and the ID that belongs to them in Redtail.

Keep in mind, if the user is not also a user in Wealthbox, as mentioned above, the notes by default will be related to the Wealthbox account owner, but if you provide the inactive users, we will create legacy users to display the correct user association in the history.

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