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Slant can import your Redtail data directly from a database backup file. The import wizard extracts your households, people, notes, tasks, events, trusts, and businesses, then lets you review and categorize everything before creating records in Slant.

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Before you start

You’ll need a database backup file from Redtail. To get one:
1

Open the Redtail backups page

Log in to Redtail and go to the database backups page.
2

Request a backup

Click Request Database Backup.
3

Wait for the backup to generate

This takes 1–2 minutes. You may need to reload the page.
4

Download the file

Click the file name to download the .sql file.

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Start the import

1

Open data import settings

Go to Settings → Data import.
2

Click New import

3

Choose Redtail as the source and click Next

4

Upload your backup file

Click the upload area and select your .sql or .zip file. You’ll see the file name and size once it’s attached.
5

Create the import

Click Create import. Slant processes your file and extracts the data — this may take a few minutes for large files.
Once extraction is complete, the import appears on the Data import page with a Ready for review status. Click it to continue.

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Import workflows as projects

If you used workflows in Redtail, you can bring them into Slant as project templates. On the upload step, toggle Import workflows as projects and enter your Redtail username and password. These credentials are stored encrypted and only used during the import to fetch workflow templates from the Redtail API.

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Import opportunities

On the upload step, enter your optional Redtail login and turn on Import opportunities. Slant uses current Redtail data to create a pipeline, its stages, and linked opportunities. Your login is stored encrypted and used only during the import.

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Filter contacts

The first step after extraction is deciding which contacts to include.
  • Import all contacts — Brings in every contact from your Redtail database.
  • Filter contacts prior to import — Only imports contacts that match any of the filters you set:
    • Servicing advisor — Filter by the assigned advisor in Redtail.
    • Keywords — Filter by Redtail keywords.
    • Tag groups — Filter by Redtail tag groups.
Choose your option and click Continue to mappings.

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Map contact types

This step controls how Redtail contacts are categorized in Slant. You’ll see four sections, each with filters for Keywords, Tag groups, Category, and Status:
  1. Who becomes a client? — Contacts matching any of these filters are imported as clients.
  2. Who becomes a past client? — From the remaining contacts, those matching any of these filters are imported as past clients.
  3. Who becomes a prospect? — From the remaining contacts, those matching any of these filters are imported as prospects.
  4. What should remaining contacts become? — Contacts that don’t match any of the above are imported as either Other contacts (default) or Prospects.
A sidebar shows a live count of how many contacts fall into each category as you configure your mappings. Click Continue to review when you’re done.

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Review and import

The review step shows every contact that will be imported in a table. For each row you can:
  • Uncheck the checkbox to exclude a contact from the import.
  • Change the category using the dropdown to reassign a contact as client, past client, prospect, or other contact.
  • Hover over a name to see a preview card with the household’s people, their roles, contact info, and related records (notes, tasks, events, etc.).
When you’re satisfied with the selections, click Import. Slant creates the records in the background — you can close the window and continue using Slant while the import runs. A progress indicator shows how many records have been imported.

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What gets imported

Depending on the data in your Redtail database, Slant imports:
  • Households — Family units with all their members and roles (head of household, spouse, dependents)
  • People — Individual contact details including email, phone, address, date of birth, gender, job title, and retirement date
  • Standalone individuals — Contacts not assigned to a family are imported as individual households
  • Businesses — Business contacts with their associated records
  • Notes — Notes linked to contacts
  • Tasks — Activities from Redtail (excluding meetings)
  • Events — Meetings from Redtail
  • Trusts — Trust entities and their associated notes and tasks
  • Custom fields — User-defined fields from Redtail are automatically created as custom fields in Slant
  • Workflows — Imported as project templates if the Import workflows as projects option is enabled
  • Opportunities — Current opportunities, their pipeline, and stages when Import opportunities is enabled
Redtail keywords and tag groups are converted to tags in Slant during the import.

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Field mapping reference

These tables summarize the Redtail data Slant can bring in and where that data appears after import.

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From the SQL backup

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From the Redtail workflow import

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FAQ

Extraction typically takes a few minutes depending on the size of your database. The final import step also runs in the background — you’ll see a progress bar showing how many records have been created.
You can change the category for any contact on the review step before clicking Import. Once the import has started, you’ll need to update records individually in Slant.
The import continues in the background. You can check its progress by returning to Settings → Data import and clicking on the import.
Yes. Each import is tracked separately on the Data import page. Be aware that running multiple imports from the same Redtail database may create duplicate records.