Before you begin: This article is written for TapClicks users who are already aware of what push connectors are and what they do. For more general information on Push Connectors, please refer to Push Connectors Overview and Push Connector - FAQs.

Microsoft Invest Push Connector Set-up

1] Login to TapClicks and, on the Data menu, click Data Sources.

2] The menu of data sources appears.

3] To locate the Microsoft Invest 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 Microsoft Invest Data Source

4] On the Microsoft Invest data source, click Connect.

5] The Add Account popup appears.

6] Enter your username into the upper textbox. 

7] Enter your password into the lower textbox.

8] Click Add Account.

9] To assign the Microsoft Invest data to a TapClicks Client, on the left side click on the data you want to assign.

10] 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.

11] Edit General Settings, Additional Information and Primary Contact Information for the client record as needed and then click Assign Client.

12] After client assignment, you can push campaigns to Microsoft Invest. If you don’t see your account, click the refresh button at the top of the screen.

Creating a New Order and Campaign

13] Log in to TapClicks and on the Orders menu, click Orders. The Classic TapOrders interface will open.

14] In the top right of the page, ensure you are using the Business Unit that has the Microsoft Invest product associated with it.

15] Click Create New Order.

16] The new order page will open. Fill out the Order details with an associated Microsoft Invest client using the drop-down menu and type a name for the order into the textbox at the bottom.

17] When finished filling out the order details, click Create Order.

18] The order overview page will open.

19] Next, scroll down to the Line Items header, click Add Line Item (blue plus icon).

20] The Line Item creation page will open.

21] Start by choosing the Microsoft Invest product from the Select a Product dropdown menu, the page will update.

22] Start filling out your Product information by naming, selecting an ad type, and selecting a status in the Line Item Type section.

23] Next fill out the information in the Budget & Scheduling section.

24] In the Inventory & Brand Safety Targeting section, please enter your Geo and frequency information.

25] Finally, fill out the creatives section.

26] When finished entering all your information, click Save Line Item at the bottom of the page.

27] Your campaign will now be pushed to Microsoft Invest. To view it in Microsoft Invest, first click the Item Number for the Line Item you created.

28] In the Product Info section, click the Xandr Lineitem External ID.

29] Microsoft Invest will now open and you will be able to view the campaign that was just pushed to the platform.

If you need more assistance, our Customer Care team is standing by to help at customercare@tapclicks.com.