Before you begin: The Trade Desk data source provides data already organized for your use in TapClicks reporting. The Trade Desk credentials need to be API enabled before you try to connect. If you are not a The Trade Desk premium client, there may be a fee to get access to the API.
Locate the Trade Desk Data Source
1] Login to TapClicks and on the Data menu, click Data Sources.
2] The menu of data sources appears.
3] To locate The Trade Desk data source, either scroll through the list of data sources or enter the data source into the search box in the upper right (results appear automatically).
Connect to The Trade Desk Data Source
4] On The Trade Desk data source, click Connect.
5] The Add account popup appears.
6] Enter your Partner ID into the upper textbox.
7] Enter your Username into the middle textbox.
8] Enter your password into the lower box.
9] Click Add Account.
10] When TapClicks requests to access your account click Allow.
11] After you authenticate with The Trade Desk, you will land back in TapClicks. Make sure you are on the Data Sources page.
12] Locate The Trade Desk data source and click Assign to Clients.
13] To assign The Trade Desk data to a TapClicks Client, on the left side click on the data you want to assign.
14] To assign it to a client, on the right side choose a client from the existing client dropdown or create a new client to assign it to.
15] Edit General Settings, Additional Information and Primary Contact Information as needed and then click Assign Client.
16] To view the status of your connection, click Connection Status in the Data Management menu on the left.
17] After the data source is connected, an initial data fetch will occur. Each data source has a different Lookback period. The Lookback period determines the amount of historical data that is fetched. It is measured in months, weeks, or days. The specific lookback period for each service can be found on the connection's status page. After the initial data retrieval, you're ready to use the Trade Desk data in reports and analysis.