Note: If you'd prefer to learn how to set up a Smart Connector watching a video, see [Video] Setting up a Smart Connector.
Before you begin: A Smart Connector is way of pulling your data into the TapClicks platform when an existing integration with TapClicks doesn't already exist. Smart Connectors provide a way to connect data using csv, tsv, xlsx and odf file formats, provided the data are formatted correctly. Smart Connectors are only available for certain tiers of TapClicks service. Check with you administrator to see if you have access to this feature.
How to Create a Smart Connector
A Smart Connector is way of pulling data into TapClicks that doesn't already have an existing integration into the TapClicks platform. Setting up a Smart Connector requires two operations: 1) creating the Smart Connector and then 2) mapping the data fields in the Smart Connector.
|NOTE: After creating a Smart Connector, it's not possible to delete it completely. It can be made inactive, or the name can be white labeled (i.e., re-named), but it remains in the system. So, decide your long-term plans before setting up a Smart Connector.|
1] On the left side menu, under Administration, click Smart Connector.
2] The Smart Connector page appears. Click the "+".
3] The New Smart Connector modal appears.
4] Enter a name for the Smart Connector in the Name field.
5] Enter a drilldown name for the Smart Connector in the Drilldown field. Think of the Drilldown as the top-level way of organizing your Smart Connectors.
6] Select the Is active? checkbox to make the Smart Connector active.
7] From the Origin of Data dropdown, optionally select either Internal System or Third-party Software.
8] Optionally choose an icon and icon color to represent your Smart Connector.
9] From the Delivery type dropdown, select the type of data source for your Smart Connector.
|NOTE: Each data type comes with its own fields that need to be filled in. Required fields are noted with a red asterisk. If you are unsure of a particular field, you can learn more by hovering your mouse of the "?" or contact your Account Manager.|
How to Map Data Fields
After you create a Smart Connector, you have to map and configure each field in your data source so it's interpreted correctly by the system. Mapping data fields means specifically choosing the one field to connect data from your files to TapClicks Dashboards.
10] After you upload a sample file, the Data Fields table appears.
11] Make sure the names in the Tap field name column are what you want--edit if necessary.
12] Make sure the Field type is appropriate for the data in each field.
NOTE: The following field types are available:
13] In the Use for mapping? column, select the field you will use to connect the data from your files to the TapClicks Dashboards.
|NOTE: If you're not sure about any selection when mapping your data , contact your Account Manager.|
14] In the Use for date range? column, select which field the system should use for the date range. This is always of Field type = Date.
15] In the Unique field? column, select all the rows that are unique from the other rows. To learn more about what makes a row unique, see Uniqueness as it Applies to Smart Connector Data.
16] In the Is metric? column, select the checkbox for each field in which the value in that field will be used as performance metric (e.g., impressions, clicks). This is always a numerical type field such as number, percentage or currency.
17] In the Include in charts? column, select the checkbox for each field in which the metric (chosen above) will be part of the row breakdown chart in the standard product and part of the Report Generator chart.
18] In the Operation? column, for each field in which the metric (chosen above) is selected, choose a mathematical operation to apply to the metric. The choices of operations depend on the field type chosen.
19] Click Save Changes at the bottom of the page if you made any.
20] On the left side menu click Data Sources then Manage Data Sources.
21] At the bottom of the page click the Update My Dashboard button.
|NOTE: Once you complete all the steps to create a Smart Connector and map the data for the desired data source, you can start creating Reports using all the features in TapClicks.|
|NOTE: After making this connection, when you add new files to the Smart Connector location (from Google Drive, Dropbox, FTP, etc.), the Smart Connector will update automatically at the normal update interval.|
How to Deactivate a Smart Connector
You cannot delete a Smart Connector. If you want to remove it from the active Smart Connector list, you'll have to deactivate it.
22] Click Administration.
23] Click Smart Connector.
24] Locate the Smart Connector you want to set inactive.
25] Click the pencil icon to edit the Smart Connector.
26] Deselect the Is active? check box.
27] Click Save Changes.