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Data Migration

How Do I Export My Data From Redtail CRM and Migrate to LeadCenter?
What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor? How do I find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

Data Migration

What Are the Required Steps for Migrating Data to LeadCenter? What Is Supported with a Data Migration to LeadCenter? How Do I Migrate My Data to LeadCenter? How Long Does a Data Migration Take? How Do I Export My Data From Redtail CRM and Migrate to LeadCenter? How Do I Export My Data From Salesforce CRM and Migrate to LeadCenter? How Do I Export My Data from Wealthbox and Migrate to LeadCenter? How Do I Export My Contacts from Gmail? How Do I Export My Contacts From Outlook into a CSV File? How Do I Import My Contacts From Outlook to LeadCenter? How Do I Export My Data From Advisor Engine CRM? How Do I Export My Data from Microsoft Dynamics? How Do I Export My Data from Advisor’s Assistant? How Do I Export My Contact Data from Grendel? How Do I Export My Data from Highrise CRM? How Do I Export My Data from Insightly? How Do I Export My Data from Daylite CRM? How Do I Export My Data from Maximizer CRM? How Do I Export My Data from Less Annoying CRM? How Do I Export My Data from Keap (Infusionsoft)? How Do I Export My Data from SmartOffice? How Do I Export My Data from Raymond James CRM? How Can I Export Data from Schwab Advisor? How do I find my Users' First and Last Names and IDs in Redtail for my Migration to LeadCenter?

How Do I Export My Data From Redtail CRM and Migrate to LeadCenter?

The migration process includes the following items from your Redtail CRM backup:

  • Contact details (including User Defined Fields)
  • Notes and Comments
  • Activities (separated into tasks or events based on type; recurring activities’ future occurrences will not be imported)
  • Seminars
  • Manually tracked accounts (e.g., policies, annuities, etc.)

If you want to migrate specific types of data, please let the LeadCenter Data Migration team know when submitting your request.

Step-by-Step: Export Your Data from Redtail CRM

  1. Navigate to “Manage Your Account” in Redtail CRM.
    2. Manage Your Account - Redtail CRM
  2. Under the “Admins Only” section, click on “Dropbox files and Database Backups.”
    3. Dropbox files and Database Backups - Redtail CRM
  3. In the top-right corner, click “Request database backup.”
    4. Request database backup - Redtail CRM
  4. Once the backup is complete, you will see a link to the .zip file on the same screen.
    • If you don’t see it immediately, refresh the page.
  5. Download the .zip file (do not extract or open it).
  6. Send the backup file securely to our team at support@leadcenter.ai.

Important for Multi-User Accounts

Redtail’s backup does not include user names and IDs for multi-user accounts. To ensure a successful migration:

  1. Export your user names and IDs from Redtail.
  2. Send this information to the LeadCenter Data Migration team along with your backup file.

For detailed instructions on how to export user id from Redtail, please visit this help article.

Without user details, we cannot proceed with migrating multi-user accounts.

Need Help?

If you have questions or need assistance during the migration process, contact our support team at support@leadcenter.ai.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.