---
title: "Migrate from Redtail CRM to Practifi | ClonePartner"
description: "Seamless Redtail CRM to Practifi migration. Engineer-led, zero downtime, 100% data accuracy."
source: Redtail CRM
target: Practifi
canonical: "https://clonepartner.com/migrate/redtail-crm-to-practifi/"
---

# Redtail CRM → Practifi migration

Seamless Redtail CRM to Practifi migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Redtail CRM) → **Contacts** (Practifi)
- **Accounts** (Redtail CRM) → **Accounts (Client Entities)** (Practifi)
- **Activities** (Redtail CRM) → **Activities (Tasks)** (Practifi)
- **Calendar Events** (Redtail CRM) → **Activities (Events)** (Practifi)
- **Notes** (Redtail CRM) → **Notes** (Practifi)
- **Opportunities** (Redtail CRM) → **Opportunities (Deals)** (Practifi)
- **Documents** (Redtail CRM) → **Documents (Files)** (Practifi)
- **Workflows** (Redtail CRM) → **Workflows (Action Plans)** (Practifi)
- **Contact Relationships** (Redtail CRM) → **Relationships (Roles)** (Practifi)
- **Service Cases** (Redtail CRM) → **Services** (Practifi)
- **Campaign Lists** (Redtail CRM) → **Campaigns** (Practifi)
- **Referrals** (Redtail CRM) → **Leads** (Practifi)
- **Tags** (Redtail CRM) → **Custom Field / Topic (Category) / Custom Object** (Practifi)
- **Custom Fields** (Redtail CRM) → **Custom Fields on corresponding Practifi objects (e.g., Account, Client, Entity) via Salesforce custom fields, or a dedicated Custom_Data__c custom object** (Practifi)
- **Seminars** (Redtail CRM) → **Activities (Events)** (Practifi)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Redtail CRM → Practifi migration.