Before you begin: Please contact your Red Canyon representative to get Amazon S3 credentials. To view a list of the available dimensions and metrics, please refer to the Red Canyon: Work Summary connector listing.
Locate the Red Canyon: Work Summary 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 Red Canyon: Work Summary 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 Red Canyon: Work Summary Smart Connector
4] Scroll down to the Smart Connector Marketplace section and on the Red Canyon: Work Summary 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 to the Configuration Settings section and enter your Amazon S3 bucket name in the Bucket textbox. If you don't have read permission on the bucket itself, add a folder to the bucket name so you can validate your connection.
8] Enter the access key ID you use to connect to the Amazon S3 service in the Access Key ID textbox.
9] Enter the secret access key ID you use to connect to the Amazon S3 service in the Secret Access Key ID textbox.
10] Click Test Connection to verify you have access to the S3 bucket.
11] Confirm the Data Path to the folder that contains your data in the Hosted File Settings section.
12] Click Save Changes at the bottom.
13] Click the Go to Manage Data Sources button.
14] To assign your Red Canyon: Work Summary 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 Red Canyon: Work Summary data to your TapClicks client records.
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.
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