Before you begin: Please contact your Agentz.ai representative to get Amazon S3 credentials. To view a list of the available dimensions and metrics please refer to the Agentz.ai Contacts connector listing.
Instructions:
Locate the Agentz.ai Contacts 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 Agentz.ai Contacts 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).
Install the Agentz.ai Contacts Smart Connector
4] Scroll down to the Smart Connector Marketplace section and on the Agentz.ai Contacts Smart Connector click Install.
| NOTE: This will install a Smart Connector on your instance. You only need to authenticate to establish data flow. No additional configuration is needed. To learn more about the Smart Connector feature as a whole, check out this knowledgebase section. |
5] Install the Smart Connector when prompted by clicking Confirm.
6] You will land on the Smart Connector authentication screen. Click Continue.
7] Scroll down to the Connection Settings section and enter the name of the Amazon S3 bucket in the Bucket textbox.
8] Enter the access key ID you use to access the S3 bucket in the Access Key ID textbox.
9] Enter the secret access key in the Secret Access Key textbox.
10] Click Test Connection.
11] Confirm the data path to the folder that contains your data in the Hosted File Settings section.
12] Click Save.
13] Click the Go to Manage Data Sources button.
14] To assign your Agentz.ai Contacts data to a TapClicks client, on the left side click on the data you want to assign.
15] 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.
16] Edit General Settings, Additional Information and Primary Contact Information as needed and then click Assign Client.
17] 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 Agentz.ai Contacts 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 need more assistance, our Customer Care team is standing by to help at customercare@tapclicks.com.