Step 1: Register

On click either the Google or Office 365 icons to register in one click and connect your email. If you need to use Exchange or IMAP, then click "Connect Your Email".

Only want to use the API? You should also click "Connect Your Email" but just signup with a username and password instead of the OAuth flow. Then on the Dashboard click "Go to API Tools"

Step 2: Connect Your Email

If you didn't connect your email during the initial setup, you should connect your email account. On the Dashboard click "Add" for one of the providers.

SigParser will do an initial pull of emails to get historical data.

Step 3: Connect a CRM

If you use a CRM system like SalesForce, HubSpot or Pipedrive, you should connect one of those. SigParser can automatically update contacts in those systems with new contact details.

Step 4: Purchase a longer historical email pull

The default email historical pull gives you some data but you can get even more if you go back in time an additional year or 5 years.

Step 5: Add Team Members

To add Team Members click Settings -> Users and then add team members with their email addresses. They'll get an email with the invite and they just need to register with the same email address.

Step 6: Alterntive Email Addresses

Sometimes you might have multiple email addresses. You should be sure to add each of those under your Team Member details.

Go to Settings -> Team Membership and add an email address under yourself or the correct team member. This will control things like the team page and parts of the site.

Step 7: Internal Email Addresses

You should also configure internal email address patterns so that those emails aren't exposed. For example, you might want to treat the domain of a third party HR company as internal so people don't see the HR emails.

Settings -> Internal Contacts

Step 5: Enjoy eliminating manual data entry

Sit back and enjoy having up to data contact records!