What is Flat File integration?
You can automatically create new orders on your own with the new Flat File Integration. You will be able to set your own requirements and assigning to create clients, orders, and the products associated with those orders. This feature will accept a flat-file export from any CRM or spreadsheet.
TapOrders - Flat File Integrations
To set up a flat-file integration:
- Create a new integration from the new Integrations option under TapOrders
- Select File integration.
- Specify the specifics of the file integration (NOTE these delivery types align with options supported by the Import Wizard)
- Specify the details of the integration by answering business-friendly questions. Automatically associate the business unit based on options from the file.
- Select how to determine the salesperson from the file, and what to use as an update key for the client records.
- Once that is complete - create the necessary assigning to associate the files from the flat file over to the items in TapOrders, TapWorkflow or Clients.
Once the item is selected the user can now specifically map each field from the source file into the matching field on the Tap side. This provides a highly flexible model for associating configurable forms to flat files that may not match the same structure.
The left-hand side of this display shows the column name from the incoming CSV file, the column on the right shows the values from the configurable order form or the client data in Tap.
TapAnalytics Flat File integration
Super Users can click into the integrations tab under Administration and add a new Salesforce integration. This will be available under the Available integrations section. 
Once the Integration has been chosen, you will be walked through:
- Entering your credentials
- Configuring the import details around how to align new clients to Business Units and by what fields we should be assigning salespeople and clients
Out of the Box, TapClicks will pull all standard Salesforce fields in the integration. As every Salesforce setup can be customized, so can be our integration with it. Users can enter the Custom Salesforce fields that they would like us to pull. The query with which we run to get the Accounts and Orders into our system is customizable as well. Users can put their qualifying query into the text box below and we will only pick up Accounts and Orders that qualify.
You will select how to assign the appropriate Business Unit and client group fields. Once the wizard has been completed, you will be able to view the Salesforce integration in the setup integrations section.
You'll be able to refresh/resync your Salesforce Client on-demand as you chose, but we have a scheduled job that will run once a night to pull this data automatically.
When you click into VIEW ASSIGNING, You will be able to edit your configuration, credentials, refresh the data and create assigning.
After creating a new assigning, users will be able to create a Client assigning.
You can enter your Salesforce fields on the left side and map them directly to our existing fields. You can reference the following document for the list of standard Salesforce Account entity fields
https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_field_names_reference.pdf
Create clients when their opportunity status in SalesForce changes to Closed - Won.
|
SalesForce Field Name |
TapClicks Client Field Name |
Behavior |
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Account Name |
Company Name |
|
|
*Client Group |
Client Group |
Uses special rules to create the set of client groups from Salesforce fields and comma delimits them |
|
SalesForce ID |
CRM ID |
|
|
Address 1 |
Address 1 |
|
|
Address 2 |
Address 2 |
|
|
City |
City |
|
|
State |
State |
|
|
Zip |
Zip |
|
|
Country |
Country |
|
|
Phone Number |
Phone Number |
|
|
Fax Number |
Fax Number |
|
|
First Name |
First Name |
|
|
Last Name |
Last Name |
|
|
Billing ID |
Billing ID |
|
|
Website |
Website |
|
|
Business Unit |
Uses special rules for assigning business unit based on the connection config |
|
|
Account Manager |
||
|
Business Unit ID |
Uses special rules for assigning business unit based on the connection config |
|
|
Data Profile |
In an effort to simplify the assigning process, all available fields, custom, and standard will be available for selecting on the TapClicks assigning side.
Additionally, you can set up several fields to be used to match Client Groups to automate the assignment of the created client into the appropriate client group. If there is a need, integration can be deleted.
Once it is configured this integration will automatically run just prior to Auto-assigning and Fetches nightly on that instance and will retrieve any client with a Closed-Won opportunity yesterday.