Before you begin: Please contact your Knorex representative to set up scheduled emails of your data. Note: you will need the email for the Smart Connector prior to setting this up.
To view a list of the available dimensions and metrics, please refer to the Knorex XPO connector listing.
Locate the Knorex XPO 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 Knorex XPO 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 Knorex XPO Smart Connector
4] Scroll down to the Smart Connector Marketplace section and on the Knorex XPO 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 Email Settings section and click Copy to copy the email address. You can use this email to send data to this Smart Connector.
8] At the bottom of the page, click Save Changes.
9] Click the Go to Manual File Upload button. You may need to manually upload a file if you haven’t already emailed one.
10] To assign your Knorex XPO 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 or create a new client to assign it to.
12] Edit General Settings, Additional Information and Primary Contact Information 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 Knorex XPO 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.
If you need more assistance, our Customer Care team is standing by to help at firstname.lastname@example.org.