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Data Export

Redtail

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.

Pareto Platform
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