Can you afford badly maintained contacts?
Stop wasting time on manually maintaining your contact data! It has never been more important to build and maintain business as well as private contact information.
 
SigParser analyzes signatures and recognizes the contact information. It simplifies the maintenance of your contact data.
 
 
What is an e-mail signature?
An e-mail signature is the block of text at the end of an email that contains the sender's contact details. These can be free form.
Copying an e-mail signature
If you receive an e-mail from a person you want to add to your contacts, select the e-mail signature in your e-mail program (e.g. Microsoft Outlook) and copy it to the clipboard by pressing Ctrl+C.
Email
Tips:
  • In addition to e-mail signatures, you can of course also copy an address from any other program, for example from a website.
  • An e-mail signature often begins with two single dashes ("--"). If not, copy the range of text that begins with the full name or company name.
Analyzing contact data with SigParser
Start SigParser and click the Paste button. SigParser pastes the text copied to the clipboard into the Signature field and analyzes the text. The different components of the contact data are displayed in the corresponding text fields of SigParser.
Analyze
Note:Because e-mail signatures can be free form, it is possible that SigParser doesn’t recognize all components of the contact details, although they exist in the signature. It is also possible that details are assigned incorrectly. If you believe that SigParser doesn’t recognize one of your e-mail signatures correctly although it should, please let us know at support@updatestar.com and contribute to improve the software.
Tips:
  • You can also drag and drop text into SigParser and let it get analyzed. Simply drag and drop the text into the Signature field. You can also use the common paste functions for inserting text from the clipboard, i.e. Ctrl+V, choosing Paste from the Edit menu or clicking Paste in the toolbar.
  • You can edit the various components in the corresponding text fields. By clicking on Name or Business you can edit single parts of the name and address.
Exporting to Outlook
  1. Press Ctrl+E or click on the small triangle next to Export in the toolbar and choose Export to Outlook or choose the menu item Export to Outlook from the File menu or click the small triangle on the Export button in the lower right corner and choose Export to Outlook.
  2. The Outlook Contact dialog appears. Here you have the possibility to add or change entries.
  3. Save the new contact in Outlook.
Kontakt
Notes:
  • SigParser remembers your last choice at Export and the button Export. If your next export is to Outlook again, you can simply click on Export or the Export button.
  • To ensure that this procedure works, Outlook needs to be set as the default program to open vCard files (*. vcf). Usually Outlook is set as the default program automatically.
  • If you use a program other than Microsoft Outlook to open vCard files, the described procedure should also work in this case. If not, please let us know at support@updatestar.com.
Saving the contact as a vCard file
Press Ctrl+S or click on Save in the toolbar or select the Save menu item in the File menu.
Tips:
  • In most cases mobile devices such as cell phones or PDAs support vCard files, so you can save contacts via an infrared or Bluetooth connection directly to your mobile device.
  • vCard is an international standard for the exchange of contact information supported by various programs, including Microsoft Outlook. Learn more: http://www.imc.org/pdi/
Exporting to Microsoft Dynamics CRM
SigParser also offers the possibility to export your signatures to Microsoft Dynamics CRM.
  1. Press Ctrl+M or click on the small triangle next to Export in the toolbar and select Export to Microsoft Dynamics CRM, or click on the small triangle on the Export button on the right bottom and select Export to Microsoft Dynamics CRM.
  2. A new window opens where you can decide what kinds of new items will be generated in Microsoft Dynamics CRM. You can generate a company and/or contact or a lead. By default SigParser assumes that your contact is a company. If the signature is without a contact person, SigParser automatically deselects the creation of a contact. If no company name is known, creation of a company is deselected. However, you can select both options at any time. If you want to create a lead from the signature, you can select it here and also add a subject to the lead (e.g. "potential customer").
  3. After clicking on the Export button the data will be transferred to Microsoft Dynamics CRM. Subsequently, the created entities are opened in browser windows, where they can be edited and completed. If you do not want to make any changes, you can close the browser windows without saving. The data is already saved in Microsoft Dynamics CRM.
Notes:
  • SigParser remembers your last choice at Export and the Export button. If your next export is to Microsoft Dynamics CRM again, you can simply click Export or the Export button.
Configuration for the Export to Microsoft Dynamics CRM
The configuration for the export to Microsoft Dynamics CRM is made in the configuration file SigParser.exe.config which can be found in the installation directory (for example: C:\Program Files\UpdateStar\SigParser\).
Each configuration option consists of a setting name and the corresponding value. Do not change the name, it is needed for SigParser to identify your settings. Note that the value always needs to be enclosed by <value>VALUE</value>. Blank values can also be represented this way: <value />
Change the value depending on the following settings:
  1. The address for your Microsoft Dynamics CRM server.
    If you do not know the address, simply open your Microsoft Dynamics CRM using the browser. In the address bar of your browser you will see the address; however, SigParser only needs the front part.
    Example:
    Complete address: http://crmserver/uscrm/loader.aspx or http://crmserver:5555/uscrm/loader.aspx
    Relevant part: http://crmserver/ or http://crmserver:5555/
    Change the value for MicrosoftCrmServerUrl to this part.
    Before:
    <setting name="MicrosoftCrmServerUrl" serializeAs="String">
    <value /> </setting>
    After:
    <setting name="MicrosoftCrmServerUrl" serializeAs="String">
    <value>http://crmserver/</value> </setting>
    With an empty value in MicrosoftCrmServerUrl SigParser disables the menu items for the export to Microsoft Dynamics CRM.
  2. Your organization name
    Your organization name is required so that SigParser can assign the data to the right organization.
    If you do not know it, it can also be found in the address bar in your browser.
    Example:
    Complete address: http://crmserver/uscrm/loader.aspx oder http://crmserver:5555/uscrm/loader.aspx
    Organization name: uscrm
    Change the value of MicrosoftCrmOrganisationName to match this organization name.
    Before:
    <setting name="MicrosoftCrmOrganisationName" serializeAs="String">
    <value/> </setting>
    After:
    <setting name="MicrosoftCrmOrganisationName" serializeAs="String">
    <value>uscrm</value> </setting>
  3. Field mapping
    Fields from SigParser need to be mapped to their corresponding fields in Microsoft Dynamics CRM in order for SigParser to work correctly.
    The configuration of SigParser is suitable for a Microsoft Dynamics CRM with default settings. If, however, changes have been made, you can adjust the configuration here.
    If you do not know whether and what changes have been made, try it out and see where the data from SigParser is entered in Microsoft Dynamics CRM.
    The data from the fields in SigParser can be transferred in up to three possible entities in Microsoft Dynamics CRM. This must be considered in the configuration.
    Consider the field Fax:
    <setting name="ParsedFaxValueTo" serializeAs="String">
    <value>[lead_fax][account_fax][contact_fax]</value>
    </setting>
    ParsedFaxValueTo The name of the field Fax in SigParser (not changeable)
    lead_fax The name of the field Fax in the entity lead
    account_fax The name of the field Fax in the entity account
    contact_fax The name of the field Fax in the entity contact
    The principle is as follows:
    For each field "X" from SigParser ("ParsedXValueTo") a field for the entity can be entered ("lead_X"). The field name is prefixed by the name of the entity and an underscore. This expression has to be enclosed in square brackets: "[lead_X]".
    Other compositions may be added: "[lead_X] [account_X] [contact_X]". The sequence is unimportant. Field names can also contain underscores.
    By default, the data from SigParser is transferred in all entities, which are to be created. As a result, for example, the fax number is available in the company as well as the contact. If it is to be entered only in one entity, you must remove one entity from the configuration.
    Example: To save the fax number only in the company:
    Before:
    <setting name="ParsedFaxValueTo" serializeAs="String">
    <value>[lead_fax][account_fax][contact_fax]</value>
    </setting>
    After:
    <setting name="ParsedFaxValueTo" serializeAs="String">
    <value>[lead_fax][account_fax] </value>
    </setting>
    In the lead entity it still will be saved because a lead is not created together with a company or a contact.
  4. Gender Selection
    SigParser tries to determine the gender from the salutation to transfer it to Microsoft Dynamics CRM. This requires the values for “male” and “female” from the checkbox. By default, male = 1 and female = 2.
    If you do not know how the values are, you can again determine them by tying. By default SigParser is configured for an unchanged Microsoft Dynamics CRM.
    You can set these values under the setting names GenderCodeValueMale and GenderCodeValueFemale.
    Consider the entity Contact:
    <setting name="GenderCodeValueMale" serializeAs="String">
    <value>[contact_1]</value>
    </setting>
    <setting name="GenderCodeValueFemale" serializeAs="String">
    <value>[contact_2]</value>
    </setting>
    Again:
    The field name is prefixed by the name of the entity and an underscore. This expression has to be enclosed in square brackets: "[contact_1]". Other compositions may be added: "[lead_1] [contact_1]". The order is not significant.
If your Microsoft Dynamics CRM is a default setup without major changes in the entities, it is sufficient to adjust the settings described in sections 1 and 2.


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