Ryan
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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As of September 17, 2024 support tells me they don't offer support for transferring Redtail Activities and Workflows to Trello. I've had to become an amateur armchair expert at SQL to manipulate the database to transfer Activities, Workflows, and their respective templates to Trello. Sharing this here in case it helps anyone (pasted from my support case email):
In case it's helpful to make the information available for others. I get the best results with these steps:
1. Request the backup in Redtail
2. Load the self-contained .SQL file in MySQL Workbench under a new schema on the local host
3. Export tables as HTML files
4. Open the HTML files in Excel
5. Use a combination of vlookup and if commands to associate database IDs with the rows with which they associate
6. Use textjoin with char(10) to bring descriptions in to 1 cell
7. Use concatenate with char(10) to join multiple parts of a row together for a complete Trello card description
Probably not that viable a route for someone with more Workflow than Activities or someone who isn't great with Excel functions (Microsoft Office Expert 2016 here).