--- title: How do I migrate from Redtail to Omega? description: Go to Settings → CRM Import and choose Import from Redtail . Sign in with your Redtail Username and Redtail Password , or paste a Redtail API Key if your… --- [Skip to content](https://help.omegafp.com/kb_base/how-do-i-migrate-from-redtail-to-omega#main-content) English Show submenu for translations ![Omega dark evened](https://help.omegafp.com/hubfs/Omega%20dark%20evened.svg) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.omegafp.com/contact) [Contact us](https://www.omegafp.com/contact) Ask away! - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.omegafp.com/?hsLang=en) 2. [Importing & Migrating Data](https://help.omegafp.com/importing-migrating-data?hsLang=en) 3. [Migration from another CRM](https://help.omegafp.com/importing-migrating-data?hsLang=en#migration-from-another-crm) September 15, 2026 # How do I migrate from Redtail to Omega? 1. Go to *Settings → CRM Import* and choose **Import from Redtail**. 2. Sign in with your **Redtail Username** and **Redtail Password**, or paste a **Redtail API Key** if your Redtail account uses one. 3. Click **Connect Redtail**. 4. On success you will see **Connected to Redtail** and *"Your Redtail data is being imported. This may take a few minutes."* - [Getting started](https://help.omegafp.com/getting-started?hsLang=en#main-content) - [Trial and activation](https://help.omegafp.com/getting-started?hsLang=en#trial-and-activation) - [Account setup checklist](https://help.omegafp.com/getting-started?hsLang=en#account-setup-checklist) - [First login](https://help.omegafp.com/getting-started?hsLang=en#first-login) - [Troubleshooting](https://help.omegafp.com/troubleshooting?hsLang=en#main-content) - [Common problems](https://help.omegafp.com/troubleshooting?hsLang=en#common-problems) - [First things to try](https://help.omegafp.com/troubleshooting?hsLang=en#first-things-to-try) - [Reporting a problem](https://help.omegafp.com/troubleshooting?hsLang=en#reporting-a-problem) - [Integrations](https://help.omegafp.com/integrations?hsLang=en) - [Calendar & Scheduling](https://help.omegafp.com/calendar-scheduling?hsLang=en#main-content) - [Connecting your calendar](https://help.omegafp.com/calendar-scheduling?hsLang=en#connecting-your-calendar) - [The Scheduler](https://help.omegafp.com/calendar-scheduling?hsLang=en#the-scheduler) - [Using the calendar](https://help.omegafp.com/calendar-scheduling?hsLang=en#using-the-calendar) - [Importing & Migrating Data](https://help.omegafp.com/importing-migrating-data?hsLang=en#main-content) - [CSV and Excel import](https://help.omegafp.com/importing-migrating-data?hsLang=en#csv-and-excel-import) - [Migration from another CRM](https://help.omegafp.com/importing-migrating-data?hsLang=en#migration-from-another-crm) - [Tasks & Workflows](https://help.omegafp.com/tasks-workflows?hsLang=en#main-content) - [Multi-step tasks (workflows)](https://help.omegafp.com/tasks-workflows?hsLang=en#multi-step-tasks-workflows) - [Tasks](https://help.omegafp.com/tasks-workflows?hsLang=en#tasks) - [Templates](https://help.omegafp.com/tasks-workflows?hsLang=en#templates) - [Contacts & Client Records](https://help.omegafp.com/contacts-client-records?hsLang=en#main-content) - [Households and relationships](https://help.omegafp.com/contacts-client-records?hsLang=en#households-and-relationships) - [The client record](https://help.omegafp.com/contacts-client-records?hsLang=en#the-client-record) - [Creating and editing](https://help.omegafp.com/contacts-client-records?hsLang=en#creating-and-editing) - [Email & Communication](https://help.omegafp.com/email-communication?hsLang=en#main-content) - [Texting (SMS)](https://help.omegafp.com/email-communication?hsLang=en#texting-sms) - [Sending email](https://help.omegafp.com/email-communication?hsLang=en#sending-email) - [Organizing your inbox](https://help.omegafp.com/email-communication?hsLang=en#organizing-your-inbox) - [Connecting your mailbox](https://help.omegafp.com/email-communication?hsLang=en#connecting-your-mailbox) - [LinkedIn](https://help.omegafp.com/email-communication?hsLang=en#linkedin) - [Billing & Subscription](https://help.omegafp.com/billing-subscription?hsLang=en#main-content) - [Billing your clients](https://help.omegafp.com/billing-subscription?hsLang=en#billing-your-clients) - [Your OmegaFP subscription](https://help.omegafp.com/billing-subscription?hsLang=en#your-omegafp-subscription) - [Team & Permissions](https://help.omegafp.com/team-permissions?hsLang=en) - [Research & Analysis Chat](https://help.omegafp.com/research-analysis-chat?hsLang=en) - [Customization](https://help.omegafp.com/customization?hsLang=en) - [Support & Success](https://help.omegafp.com/support-success?hsLang=en) - [Compliance & Recordkeeping](https://help.omegafp.com/compliance-recordkeeping?hsLang=en) - [Client Portal](https://help.omegafp.com/client-portal?hsLang=en#main-content) - [For clients — using the portal](https://help.omegafp.com/client-portal?hsLang=en#for-clients-using-the-portal) - [For advisors — setting up the portal](https://help.omegafp.com/client-portal?hsLang=en#for-advisors-setting-up-the-portal) - [Pipelines & Opportunities](https://help.omegafp.com/pipelines-opportunities?hsLang=en#main-content) - [Opportunities](https://help.omegafp.com/pipelines-opportunities?hsLang=en#opportunities) - [Notetaker](https://help.omegafp.com/notetaker?hsLang=en#main-content) - [What you get after a meeting](https://help.omegafp.com/notetaker?hsLang=en#what-you-get-after-a-meeting) - [Consent and compliance](https://help.omegafp.com/notetaker?hsLang=en#consent-and-compliance) - [Getting meetings recorded](https://help.omegafp.com/notetaker?hsLang=en#getting-meetings-recorded) - [Security & Privacy](https://help.omegafp.com/security-privacy?hsLang=en#main-content) - [Account security](https://help.omegafp.com/security-privacy?hsLang=en#account-security) - [Platform security](https://help.omegafp.com/security-privacy?hsLang=en#platform-security) - [Automations](https://help.omegafp.com/automations?hsLang=en) - [Dashboard & Activity Reporting](https://help.omegafp.com/dashboard-activity-reporting?hsLang=en) - [Clips & Desktop Capture](https://help.omegafp.com/clips-desktop-capture?hsLang=en#main-content) - [Clips — async video](https://help.omegafp.com/clips-desktop-capture?hsLang=en#clips-async-video) - [Desktop Capture — the OmegaFP Notetaker app](https://help.omegafp.com/clips-desktop-capture?hsLang=en#desktop-capture-the-omegafp-notetaker-app) - [Search & Filters](https://help.omegafp.com/search-filters?hsLang=en) - [Glossary & Concepts](https://help.omegafp.com/glossary-concepts?hsLang=en) - [Documents](https://help.omegafp.com/documents?hsLang=en#main-content) - [Working with documents](https://help.omegafp.com/documents?hsLang=en#working-with-documents) - [Virtual Assistant](https://help.omegafp.com/virtual-assistant?hsLang=en#main-content) - [Basics](https://help.omegafp.com/virtual-assistant?hsLang=en#basics) - [Oversight](https://help.omegafp.com/virtual-assistant?hsLang=en#oversight) - [Routines — scheduled work](https://help.omegafp.com/virtual-assistant?hsLang=en#routines-scheduled-work) - [Data Export & Offboarding](https://help.omegafp.com/data-export-offboarding?hsLang=en) - [Notifications](https://help.omegafp.com/notifications?hsLang=en) - [Navigating Omega](https://help.omegafp.com/navigating-omega?hsLang=en) - [Omega Agents](https://help.omegafp.com/omega-agents?hsLang=en) [![Omega white evened](https://help.omegafp.com/hubfs/Omega%20white%20evened.svg "Omega white evened")](https://help.omegafp.com/?hsLang=en) A Smarter Operating System for Financial Advisors. Copyright © 2026, Omega Tech Ventures