Here’s the recommended setup sequence for the best implementation:
-
Access & Environment:
- Confirm API credentials and ensure you have proper instance/endpoint access.
- Verify any necessary allowlists to ensure smooth integration.
-
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
-
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
-
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
-
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.
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