For more information on Custom Fields, see Custom Fields: Overview.
Create Custom Fields
Go to Settings > Admin Settings > Fields > +Add
Input the Custom Field properties > Create Field
Custom Field Properties
Field Name - the name of the custom field. This will show up as the header in the grids
Description - the description of the field. The description will show up as a tooltip when you hover over the field option in the column picker.
API Name - if you want to access the data of this field outside of SigParser, you can use this name to access it via our API's. This field will auto-populate based on the Field Name, but can be edited.
Field Type - the type of field
Standard - a field that exists in SigParser by default
Custom - a field created by a user
Object Type - where the Custom Field will appear
Contacts Page
Companies Page
Coworkers Page
Data Type - the type of data that will be stored in the data field
Text - text values up to 250 characters
Text Area - large text values up to 5,000 characters
Number - numeric value
Date - date value
Boolean - true / false value
Single Select - single value of a set of defined values
Multi-select - multiple values of a set of defined values
Fields Options - selectable values for single and multi-select fields
Default Field Value - to be used when configuring Field Rules.
Add Custom Fields to the Grid View
When you create a Custom Field, you will need to manually add it to your Grid View.
Navigate to the page where you created the Custom Field (Contacts, Companies, Coworkers)
Select the Column Picker icon > select Custom Fields > select the Custom Field(s) created for this page > Save
Note: you will only be able to select Custom Fields that are associated with that Object Type; you will not be able to see Custom Fields for Contacts on the Companies page.
You can now search and filter on the Custom Field and update data directly in the Contact Grid.
Configure Field Options
Field Options allow you to further customize your Custom Fields.
Single Select & Multi-Select Fields
Go to Settings > Admin Settings > Fields
Select the Field from the list
Select "Edit" in the Field Options settings
Add, remove, reorder, and apply color indicators to these field types.
Applying color indicators to your fields can help you quickly classify your data and identify important information at a glance.
Import CSV Data with Custom Fields
With Custom Fields, you can easily import additional data from sources using CSV files. Here is an example:
Example 1: Importing QuickBooks Billing Information (Billing ID and LTV)
Create a CSV file with Billing ID and LTV as column headers
Note: you must include an email address or email domain for all imports in order for SigParser to match and merge records.
Create a Billing ID Custom Field:
Settings > Admin Settings > Fields > +Add
Field Object: Company (billing IDs are usually assigned at the "Account" or "Company" level)
Data Type: Number (supports numbers and numbers with decimals) OR
Data Type: Text (supports numbers with letters or dashes) > Next
Field Name: Account Billing ID
Description: Optional > Save
Create a Lifetime Value (LTV) Custom Field:
Settings > Admin Settings > Fields > +Add
Field Object: Company (billing IDs are usually assigned at the "Account" or "Company" level)
Data Type: Number (supports numbers and numbers with decimals)
Field Name: LTV
Description: Optional > Save
Import your CSV File
Go to Companies > Import > Import from File > Select your CSV file
Map your CSV file headers to the SigParser Column Headers (Fields) > Import File
Tip: remember to add your Custom Fields to your Grid View!
For more information, see Importing CSV Files.
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.