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’ first names, last names, and IDs. This ensures activities, tasks, and historical data are correctly assigned to the right users after migration.

Why this information is required

The Redtail backup does not include users’ first and last names — it only contains a unique User ID.

Our Data Migration team uses the full names to match them to their Redtail User IDs so we can properly associate data with the correct users in LeadCenter. If a user’s full name isn’t provided (and they are also a user in LeadCenter), their notes and activities will appear as if they were added by the account owner.

To ensure correct user association, please provide a list of each user’s first name, last name, and their Redtail User ID.

How to collect your users’ details (updated method)

You no longer need to open individual links and copy IDs. Instead, copy your entire user list directly from the User Management table.

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

This method captures names, emails, and IDs in one clean step, making the process faster, easier, and more accurate.

Legacy / Disabled Redtail users

If a user is not also a user in LeadCenter, their notes will default to the LeadCenter account owner unless you provide their details. To preserve proper user associations, we create Legacy Users in LeadCenter using the information you provide.

To include disabled users in your migration:

1. Go to the Disabled Users section in Redtail's User Management page.
2. Using your mouse, highlight only the disabled users table.
3. Right-click and select Copy.
4. Paste the copied data into the same Excel sheet where you pasted the active users list.
5. Save the file and share it with our Data Migration team along with your backup.

Including disabled users ensures we can create Legacy Users in LeadCenter so their names will appear correctly in historical activities and notes.

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.

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