Before you begin: The BirdEye data source provides data already organized for your use in TapClicks reporting.
Instructions:
Locate the BirdEye 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 BirdEye 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 BirdEye Data Source
4] On the BirdEye data source, click Connect.
5] The Add Account popup appears.
6] Enter the account label into the upper textbox. This can be anything you want. It will act as an organizational reference for you later. Typically, users name this as the name that represents the ID in the second field.
7] Enter the reseller or sub-reseller or enterprise ID into the upper textbox. This is the ID of the entity that you want to pull businesses against.
8] Enter the app key into the upper textbox. This is provided by BirdEye.
9] Click Add Account.
10] To assign your BirdEye data to a TapClicks Client, on the left side click on the data you want to assign.
11] To assign it to a client, on the right side choose a client from the existing client dropdown (as shown) or create a new client to assign it to by typing in the box at the right.
12] Edit General Settings, Additional Information, and Primary Contact Information for the client record as needed and then click Assign Client.
13] After the data source is connected and data is assigned, you can either click Update My Dashboard or wait until the regular data fetch occurs for data to start flowing into your dashboard.
Congratulations! You have connected your BirdEye data to your TapClicks client records.
What’s Next?
For new assignments between a data source and TapClicks client records, an initial data fetch will occur. Each data source has a different lookback period which determines the amount of historical data that is fetched (measured in months, weeks, or days). To view the lookback period for this service and the status of your data fetches as a whole, click Data Load Status in the Data Management menu on the left side of your dashboard. For more information about Data Load Status, please see this article.
If you’re looking for more information about BirdEye, check out this knowledgebase section to see additional articles that may meet your needs. If you need more assistance, our Customer Care team is standing by to help at customercare@tapclicks.com.