This article will help you through the Redtail-CircleBlack integration set up process under the following two scenarios:

1. You have a CircleBlack Advisor account. You have a new Redtail account and you want to integrate CircleBlack with your Redtail. This integration is especially useful if you have already householded your clients in CircleBlack and/or are looking to auto-create Contacts in Redtail with your client info already connected in CircleBlack.
2. You have a CircleBlack Advisor account and you want to register for the first time for a Redtail account. 

Step-by-step guide: 

1. Login to CircleBlack Advisor at advisor.circleblack.com
2. In the top right corner of the screen, click the ‘gear’ icon, and then select Integrations.
3. On the page you will see a set of available applications supported by CircleBlack. Click on Redtail.

4. Then, the Redtail login pop up appears within CircleBlack: 

   1. If you have a new Redtail account and have your username and password available, type them in the fields and click Login:

   2. If you are registering with Redtail for the first time, click the "Register" button to go to Redtail and set up your new account:

5. Once if you have typed in your username and password, the single sign-on to Redtail will be enabled and keep you permanently logged in.

NEXT STEPS:

Contact the CircleBlack Customer Success team at help@circleblack.com so we can enable your direct account feed set up and populate your Redtail database with client and account data on a nightly basis.