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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 Ping CRM.
  • Sync Calendar -- imports Google Calendar events as meeting-type interactions.

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.

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.

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 Ping CRM contact fields.
  • Imported contacts appear in the contacts list immediately and are eligible for identity resolution matching.

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.