The Find Content You Need group of functions will probably be the most used set of functions throughout your rules. They do exactly what it says, find your data! Find rows containing certain text This function retrieves any row/s containing the text you are searching for. If the word/s is located in multiple rows, your …
The remove unwanted content group is used after you have narrowed down your data, to eliminate any unwanted elements. It’s easy and straight forward. From the rule category, click on the drop-down arrow and select the Remove Unwanted Content group. Remove Empty Lines Nifty little function. This simply removes all empty lines from your data …
The search and replace function has to be the easiest function that we have, as it does exactly as it says. It searches all the data you’re working with and where there’s a match, it replaces the match with the input. To use this function, click on add function (green plus sign), click on Rule …
Setting up your forward on Outlook web is as easy as, if not easier than the desktop client. Sign in to your Outlook for web account, find the type of emails you want to forward, and let’s get started. Step 1. Select the settings gear in the upper right corner, scroll down and click on View …
Creating a forward from Gmail is somewhat different from that of Outlook and involves some slightly different steps. You will also notice that you cannot rune Gmail’s forwards on demand, but nonetheless, they are still powerful. Let’s get started! Video Demonstration: Step 1: Locate the folder in Gmail that you want this forward to work on. The …
If you receive a lot of contact details that you would like to extract from your emails, then this is the Parserr function for you. It groups the details of each contact in the same row and presents them in table form. Here are the steps to utilize this rule: From the Dashboard, click on your selected …
Setting up forwarding from Outlook Desktop is very easy, and with a few easy steps, you can be on your way to having your emails automatically sent to Parserr. If it is a folder or account you want to send the emails from the steps are the same. Step 1: Click on the folder or inbox …
Integrating Parserr with Google sheets is very easy, and is a great way to get your data into a spreadsheet for easy viewing. First, create both the rules for your Parserr Inbox and the google sheet that you will be sending your parsed data over to. Once those are complete, follow the easy steps below …
To send your data to Salesforce, you will first need to have at least one email in your inbox, with the data you want, extracted via rules. If you need help with this, please consult our Getting Started article or reach out to us at support@parserr.com 1. Make sure that you have at least one rule setup …
Url: This field is the exact url of your instance. If it is Internet facing, it will using involve a subdomain of some kind. eg: https://crm.yourcompany.com/main.aspx – the url to use is https://crm.yourcompany.com Organisation: Organisation is always the subdomain in your URL. eg: https://crm.yourcompany.com/main.aspx – Organisation is crm eg: https://theone.yourcompany.com/main.aspx – Organisation is theone Username: The username you use to login to CRM. This …
Authenticating to Dynamics CRM Internet Facing deployments (IFD) Read More »