Purchased Customized Taxonomy, Bulk Profile Upload, Browser Plugin, and Email Importer. What should be set up first on our side?

Here’s the recommended setup sequence for the best implementation:

1. Access & Environment:
   • Confirm API credentials and ensure you have proper instance/endpoint access.
   • Verify any necessary allowlists to ensure smooth integration.
      
2. Bulk Profile Upload:
   • Validate your API/FTP details.
   • Start with a small batch upload via the RChilli interface and confirm the upload is successful before scaling up.
   • Help Link: Bulk Profile Upload 
      
3. Browser Plugin (RScript):
   • Add authorized users for the plugin.
   • Enable Browser Parsing permissions in the configuration panel to ensure smooth operation.
   • Help Link: Browser Plugin
      
4. Email Importer:
   • Add the necessary user(s) and follow the email-to-parser setup.
   • Your Customer Success Manager (CSM) will provide specific email addresses and setup steps to guide you through the process.
   • Help Link: Email Importer
      
5. Customized Taxonomy (for Search & Match):
   • Align your taxonomy mapping and weighting with your matching goals to ensure that your Search & Match functionality is configured to meet your needs.

   • Help Link: Customized Taxonomy
      

     
     If you require assistance with sequencing your setup or validating your test plan, feel free to email support@rchilli.com for personalized guidance.