Integrating Salesforce client data with TapClicks allows you to import and manage client information for streamlined campaign management. This article covers connecting Salesforce to TapClicks, mapping fields, and configuring import details.
Step-by-Step Guide for Connecting Salesforce
Navigate to the Salesforce integration page
1] Log in to TapClicks and, on the Orders menu, click Orders.
2] In the top right corner of the page, click Go to Classic Orders.
3] In the left side menu, under administration, click Integrations.
4] Click the Create Salesforce Integration button to start the setup process.
Fill out the integration details
5] Enter the required fields as outlined below:
| Field Name | Description |
| Name | Enter a name for your Salesforce integration. |
| Client Token | Provide the client token from your Salesforce account. |
| Client Token Secret | Enter the client token secret associated with your account. |
| URL | Enter the URL for your Salesforce instance. |
| Username | Enter your Salesforce username. |
| Password | Enter the password associated with your Salesforce account. |
| Security Token | Enter your Salesforce security token. |
Optional: Import client data only
If you want to import only client data (and not other objects), check the Import client data only box. This limits the data fetched from Salesforce to client-related information.
Save the integration
6] Click Save to finalize the setup. To cancel, click Cancel.
Mapping Fields Between Salesforce and TapClicks
After connecting Salesforce to TapClicks, map the fields to ensure data synchronization. This mapping allows TapClicks to pull the correct data from Salesforce.
The table below shows how each Salesforce field corresponds to the relevant TapClicks field.
| Salesforce Field | TapClicks Field | Description |
| Account Name | Company Name | Maps the company name in Salesforce to TapClicks. |
| Primary Contact First Name | Primary Contact First Name | Links the first name of the primary contact. |
| Website | Website | Connects the Salesforce website field to TapClicks. |
| Industry | Industry | Matches the industry classification for consistency. |
| Billing Street | Address 1 and Address 2 | Combines billing address lines from Salesforce. |
| Billing City | City | Maps the billing city from Salesforce. |
| Billing State/Province | State | Ensures the state or province matches correctly. |
| Billing Postal Code | Zip | Maps the postal code directly to TapClicks. |
| Company Email | Connects the company's main email contact. |
(Continue with additional fields as needed.)
Configuring Import Details
After saving the integration setup, configure the import details:
Access the import configuration
1] Navigate to Admin and then Integrations in the main menu.
2] Click View Mappings at the bottom of the Salesforce integration tile.
3] Click the gear icon next to the integration to access the Configure Import Details screen.
Fill out the import details
4] Complete the relevant fields based on your organization's requirements.
Salesforce data is now correctly mapped and synchronized in TapClicks for efficient client and campaign management. For more information, see How to Integrate Salesforce in TapOrders.