1. Sign up
Create your tenant account at dashboard.trueparser.com.- Authentication: TrueParser Dashboard uses Google Authentication to manage your account.
- Initial State: New accounts start in a Pending Activation state. You will receive an automated email once your organization is active.
2. Create an App
To access the parsing engines, you need a security token. Tokens are issued to Applications through an OAuth 2 machine-to-machine flow. Create an app in the dashboard to generate your credentials.Set the License Region
Choose the geographic region closest to your primary data region (e.g.,
aws-us-east-1).3. Recommended: Activate a Plan
To parse technical documents, your application requires the usage quota provided by a plan. While you can obtain a token without a plan, it will be rejected by the parsing engine as it lacks the required permissions. Select a plan from the Plans tab of your application.4. Understand Document Units
TrueParser measures parsing consumption in Document Units. Depending on the parser family, one Document Unit may correspond to:- one page for PDF, Microsoft Office, and OpenDocument files
- one email or message item for MailKit sources
- one SQL statement for SQL sources
- one logical dataset for GIS sources
- one processed document for CAD sources
limits claim controls the Document Units your app can consume across the per-document, hourly, daily, weekly, and monthly quota windows.
5. Get an Access Token
Exchange your application credentials for a security token at the Identity Authority:6. Ingest a Document
Submit a document for parsing. Some formats require additional routing parameters:- PDF requires
pdfMode - SQL requires
sqlDialect - CSV requires
csvRoute - ZIP-based uploads should include an explicit
documentType
documentId for tracking.
7. Poll for Completion
TrueParser is an asynchronous platform. Before fetching results, poll the status endpoint until the job reachescompleted.
"status": "completed". Typical status values include queued, processing, completed, and failed. If the status is failed, inspect the returned payload for error details.
8. Retrieve Results
Once the status is confirmed ascompleted, download your structured JSON results from the Parsing API:
Result Streaming. TrueParser streams the parsed JSON artifact directly
through the
/result endpoint. Clients do not fetch results from S3 or
external storage directly.Learn about Result Delivery
Understand how results are materialized and fetched from the API.

