Skip to main content
Release 38

February 20, 2025

Updated yesterday

Overview

  • Improved grid search and column management

  • Import Contacts from the CRM into SigParser (bi-directional sync)

  • Faster job startup time

  • CSV Imports - Full URLs are matched to domain

  • Status field history tracked


Improved Grid Search and Column Management

Advanced Menu

Clicking on the column headers in the grids will now reveal a menu with the various options you can perform.

Insert & Create Columns

Select the symbol on the last column to insert an existing field or create a new custom field.

Use the search bar or scroll through the menu to easily find the columns you want to add to the grid.


Import Contacts from your CRM into SigParser (bi-directional sync)

Contacts can now be imported from connectors such as Salesforce, Dynamics, Google Contacts and other systems.

To import Contacts you need to configure Import Rules to determine which Contacts to import.

Then configure a set of rules to determine which Contacts to import.

The above example shows how to configure a ruleset that does the following:

  • Import any contact where Lead Source is either Web or Phone Inquiry

  • OR import any Contact that has Label set to Primary

Which Fields To Import

To configure, go to Connectors > select your connected CRM > select Sync > select the type of records to configure.

Determine what fields from your CRM you want to import into SigParser and when.

Note: Some fields are not available for importing.

Where did Contacts come from?

You can see which contacts came from a connector by using the field Source Connectors on the Contacts grid.

Mailbox Contacts Export & Import

Exporting and importing from mailboxes is no longer configured at the mailbox level. It is configured for all mailboxes via the Connectors screen.

For example, from the global mailbox connection configuration for Google Contacts, you can configure how to import and export contacts.

Here is an example of importing any contacts with the label "Important."

How exports work: when SigParser finds a contact in a mailbox (email, meeting) that qualifies the contact to be sent to that mailbox's contacts along with any other rules that were set.

Faster Job Startup Time

Enrichment jobs that are small will start faster. Often within a couple seconds. Enrichment jobs over 100 records may take a minute or two to start.

CSV Company Import Domains

If importing a CSV file for a set of Companies and you map the Domain field to a website field we'll clean extra text for "http://" and "https://" off of the front of the URL. We'll also remove www as well automatically.

For example, if the Website is:

We'll strip off the https://www. so we get a domain value of

example.com

Status Field History Tracked

Previously the Status field was an untracked field for what set the Status.

With this release we've made it a tracked field now for any changes going forward. Now you can see the history of the Status field for Companies and Contacts and see what set the field. For example, did a user set the Status on a Contact or was it set with field rules?

Any Status values previously set to this release won't be in the history.

Number Fields Zero Values

Number fields will only show zero (0) if zero is actually set onto the field. If a number field isn't set it won't show zero.

Previously all number fields defaulted to zero even if the actual value stored was null.

Did this answer your question?