Before you begin: The process of managing assignments (formerly referred to as managing mappings) is something users of TapClicks do in order to assign/unassign clients to accounts and/or campaigns.
How to Use Manage Assignments
1] Login to TapClicks and on the Data menu, click Data Sources.
2] At the bottom of the Data Sources page, click the Manage assignments link.
3] On the Manage Assignments page, from the Data Source dropdown menu, choose the data source whose assignments you want to manage.
4] Optionally elect to expand all assignments by checking the appropriate checkbox.
|NOTE: Expanding assignments only works with feeds with two levels of assignments. It may be very slow (1+ hr.) for some feeds.|
5] Click Download.
6] After the mappings.csv file downloads, open it.
7] In the appropriate columns, specify the Client ID and Client Name you want to assign to the particular account or campaign.
8] Save the file, with these changes, to your local machine.
9] On the Manage Assignments page, click the Choose File button.
10] Navigate to the file you just saved and click Open.
11] To complete the assignment, click Upload.
After uploading your file, you'll receive a CSV with the results of your upload. Each row will indicate if you were successful or if there was a reason the connection could not be made. If you have questions about how to interpret this file, feel free to reach out to your Customer Success Manager or email@example.com.
Now that your assignments have been established, you can either wait until tomorrow's data fetches are complete or navigate back to Manage Data Sources and click Update Dashboard to prompt the system to fetch data for your updated assignments.