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Data Export


These instructions will guide you through the RedTail data export process. It sees you through the steps to request a backup (export) to upload it to the Pareto Platform secure upload data site.

Step 1 : Log into RedTail CRM.

Step 2: Click Manage Your Account.

Underneath your Manage Your Account menu, you’ll find a Dropbox Files & Database Backups link:

redtail crm export screen 1

This link is restricted to the database owner and database users with administrative rights.

Step 3: Click Request Backup.

Clicking Request Backup will initiate the process of a database backup and you will receive an email when it is ready for download here.

Step 4: Upload Your Data.

Visit https://dataupload.paretoplatform.com to securely upload your data to us. Once your data has been received, our Data Team will contact you and begin importing your data into Pareto Platform CRM.

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