How do I upgrade to the Redtail integration version 2?
Upgrade your GoTo Connect Integration for Redtail to the new version.
- Uninstall the current Redtail integration version.
- Download and install GoTo Connect Integration for Redtail for your operating system:
- Open GoTo Connect Integration for Redtail and then click Sign in to log in with your GoTo Connect credentials.
- Click Link Account to launch the Integrations Dashboard.
- In the new window, enter your Redtail Username and Password and then click Link Accounts. Note: If you change your Redtail password or update the GoTo Connect Integration for Redtail app, unlink your account and then link the accounts again.
- Click in the left sidebar and then choose your Line.