Help Center

How do I find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

When migrating your data from Redtail to LeadCenter, we need a complete list of your users so activities, tasks, notes, and historical records are attributed to the correct people after migration.

Overview

Redtail backups reference users by an internal identifier, but the backup may not include the user’s full name in a way that can be reliably mapped. To ensure correct attribution in LeadCenter, our Data Migration team needs a user list exported from Redtail’s User Management page.

Recommended: Include First name, Last name, Email, and either the Redtail User ID (preferred) or Username (acceptable if User ID isn’t available).

Why this matters: If we can’t match a historical item to a user, notes and activities may appear as if they were created by the LeadCenter account owner.

What to Include in Your Spreadsheet

• First name
• Last name
• Email (recommended)
• Redtail User ID (preferred) or Username (if User ID isn’t available)

Including email helps confirm the right match when multiple users have similar names.

How to Collect Your Users’ Details

You can copy your entire user list directly from the Redtail User Management page. This captures names, emails, and identifiers in one step.

1. Open the Redtail User Management page.
2. Using your mouse, highlight only the users table (avoid selecting the left navigation or other page elements).
3. Right-click the highlighted table and select Copy.
4. Paste the copied data into an Excel spreadsheet.
5. Confirm the spreadsheet includes the columns listed above.
6. Save the file and send it to our Data Migration team.

Include Disabled Users (Recommended)

If a user is disabled in Redtail or is not also a user in LeadCenter, we can still preserve correct attribution by creating a Legacy User in LeadCenter using the details you provide.

To include disabled users:

1. On the Redtail User Management page, go to the Disabled Users section.
2. Highlight only the disabled users table.
3. Right-click and select Copy.
4. Paste the copied data into the same Excel sheet as your active users list.
5. Save the file and share it with our Data Migration team along with your Redtail backup.

Tip: Including disabled users helps ensure historical notes and activities show the correct author name in LeadCenter.

Next Steps

• Our Data Migration team will map your users accurately.
• We will create any required legacy users for proper activity attribution.
• You will be notified once your data is prepared for import.

Troubleshooting

• My spreadsheet includes extra page content: Re-copy the table and make sure you highlight only the users table (not the left navigation).
• Some historical items show as created by the account owner: This usually happens when a user mapping was missing or incomplete. Send an updated users spreadsheet (including email and IDs/usernames) so we can correct the mapping.
• I can’t find the Redtail User ID: If the table does not show User ID, include Username instead.

FAQs

Do I need to include users who no longer work at the firm?

Yes, if you want historical notes and activities to display the correct author. We can create Legacy Users in LeadCenter for disabled Redtail users.

What details do you need for each user?

At minimum: First name and Last name. For reliable attribution, include Email and either Redtail User ID (preferred) or Username.

Need help? Contact support@leadcenter.ai or use the chat widget in the bottom-right corner of the Help Center.