Custom Fields let you extend SigParser’s standard data model by combining your company's internal data—such as billing, segmentation, or engagement tiers—into your contact, company, or coworker records. These fields are fully customizable and support seamless integration with CSV imports, API access, and Field Rules.
Create Custom Fields
Go to Settings > Admin Settings > Fields
Click + Add
Define the field properties:
Field Name: The label that will appear in your grid
Description: A tooltip to provide additional context
API Name: Auto-generated for API access; can be customized.
Object Type: Specify whether the field applies to Contacts, Companies, or Coworkers
Data Type: Choose from Text, Number, Date, Boolean, Single Select, or Multi-Select
Field Options: For select fields, define the available choices and apply color indicators if desired
Click Save
Add Custom Fields to the Grid View
After creating a Custom Field, you’ll need to manually add it to your grid view to make it visible:
Navigate to the relevant page—Contacts, Companies, or Coworkers
Click the Column Picker icon
or right-click on a column header and choose Insert Field Left/RightSelect Custom Fields
Choose the field(s) you created for that page
Click Save
|💡You’ll only be able to select Custom Fields that match the object type of the page you’re on. For example, Contact Custom Fields won’t be available on the Companies page.
Once added, you can search, filter, and update data directly in the grid.
Configure Field Options (Single & Multi-Select)
When creating Custom Fields—especially Single Select or Multi-Select types—you can enhance their usefulness and visual clarity by configuring Field Options.
Go to Settings > Admin Settings > Fields
Select your field
Click Edit under Field Options
Add, remove, reorder, or color-code your options
|🎨 Color indicators help visually organize and highlight key categories.
These options let you organize and categorize records more effectively within the grid.
For example, you can create a Customer Tier field with values like Gold, Silver, and Bronze, and apply color indicators to make them stand out visually.
You can also pair these options with Field Rules to trigger values automatically based on SigParser’s standard data—for instance, labeling a contact as “Gold” if they have 50 or more total interactions.
Import CSV Data with Custom Fields
Custom Fields support data imports from tools like QuickBooks, CRMs, or spreadsheets. Example:
Importing QuickBooks Billing Information (Billing ID and LTV)
Step 1: Prepare your CSV
Include column headers (e.g.,
Billing ID,LTV)Include an email address or email domain to match records
Step 2: Create Custom Fields
Billing ID
Object Type: Company
Data Type: Number (or Text if it contains letters/dashes)
Field Name: Account Billing ID
Lifetime Value (LTV)
Object Type: Company
Data Type: Number
Field Name: LTV
Step 3: Import
Go to Companies > Import > Import from File
Select your CSV file
Map your CSV headers to SigParser fields
Click Import File
|💡Don’t forget to add the fields to your grid view!
For more information, see Importing CSV Files.
Additional Resources:
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.