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Settings

The Settings page (/settings) manages platform connections, data imports, and sync controls. Each integration displays a connection status badge (connected, disconnected, or error).

Gmail​

  • Connect / Disconnect -- initiates or revokes the Google OAuth flow.
  • Connected email -- displays the Gmail address currently linked.
  • Sync Contacts -- triggers a one-way import of Google Contacts into PingCRM.
  • Sync Calendar -- imports Google Calendar events as meeting-type interactions.
  • Sync Settings -- configure auto-sync schedule and meeting prep emails (enabled by default).
  • Sync History -- view past sync events with record counts and error details.

Telegram​

  • Connect via phone -- enter your phone number to start the Telegram authentication flow.
  • OTP verification -- enter the one-time code sent to your Telegram app.
  • 2FA support -- if two-factor authentication is enabled on your Telegram account, you will be prompted for your password after OTP.
  • Sync Chats -- imports Telegram DMs as interactions and discovers contacts from group memberships.
  • Sync Settings -- configure auto-sync schedule and 2nd-tier contact sync.
  • Sync History -- view past sync events with record counts and error details.

Twitter / X​

  • OAuth Connect / Disconnect -- initiates or revokes the Twitter OAuth 2.0 PKCE flow.
  • Sync DMs and Mentions -- imports direct message conversations and @mention interactions.
  • Sync Settings -- configure auto-sync schedule.
  • Sync History -- view past sync events with record counts and error details.

LinkedIn (Chrome Extension)​

  • Connect via pairing code -- install the Chrome extension, generate a code in its popup, and enter it in Settings to pair.
  • Connected status -- shows extension connection status and sync statistics (profiles synced, messages synced, last sync time).
  • Disconnect -- revokes the extension token and clears pairing state.

See LinkedIn Integration for full details on the extension, Voyager sync, and suggestion buttons.

CSV Import​

  • Drag-and-drop upload -- drop a CSV file onto the import area or click to browse.
  • LinkedIn CSV import -- supports the export format from LinkedIn's "Download your data" feature. Columns are mapped automatically to PingCRM contact fields.
  • Imported contacts appear in the contacts list immediately and are eligible for identity resolution matching.

Follow-up Rules​

Configure the follow-up intervals per priority level. These control how often the suggestion engine recommends reaching out to contacts at each priority tier (default: high=30 days, medium=60 days, low=180 days). Values can range from 7 to 365 days.

Tags​

Manage the tag taxonomy used for organizing contacts. Tags can be generated automatically via LLM or applied manually. The taxonomy supports hierarchical categories.

MCP Access​

Generate an API key for the MCP Server (Model Context Protocol). This allows AI clients like Claude Desktop, Cursor, and VS Code to query your CRM data.

  • Generate API Key — creates a new key (shown once, copy it). Uses HMAC-SHA256 hashing for secure storage.
  • Revoke — invalidates the key immediately.
  • Status — shows whether a key is active.

See backend/mcp_server/README.md for client setup instructions.

Connection Status Badges​

Each integration section shows a badge indicating its current state:

  • Connected -- active and syncing on schedule.
  • Disconnected -- no credentials stored; click Connect to set up.
  • Error -- credentials expired or a sync failure occurred; reconnect to resolve.