Data Sources - How to create and manage

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What are Data Sources?

The sources which generate data for your client are referred to as Data Source. There are numerous platforms which might be hosting your campaign but you need to allow TapClicks to pull the data and generate a report for your client. Managing Data Sources allows you to connect your data, map it to the relevant account and pull the data into the TapClicks platform. After initial configuration, all pre-configured Data Sources will be listed under the tab in the left pane.

 

View your Data Sources

To see what is listed under the Data Sources tab, click the button on the Quick Access Bar or click the Data Source tab in the left pane.

You will see the available Data Sources there. TapClicks engineering team has already created these connectors to make it easier for you. Scroll down the list to view available Data Sources. All Data Source which have plug icon are the connected Data Sources.

You will also see Smart Connections and Connection Templates sections in the list but we will discuss those in another article.

 

Assign a Data Source

To assign a Data Source to your Client

  1. Hover over the desired Data Source and click Assign to Clients

  1. List of all available accounts will appear on the screen

  1. Click the desired account

  2. Select existing Client from the dropdown

Note: You can edit the Client’s information from the available options if needed.

  1. Click Assign Client to save the changes

After this process, TapClicks will start pulling the data from the selected Data Source account and add it to the selected Client record.

 

Manage or Edit your Data Sources

In some cases, the Client wishes to stop using a particular Data Source. That happens due to various reasons like the end of agreement or change in authentication credentials. If your Client wants to remove a Data Source from any account, you can do that from the same user interface.

To Manage a Data Source,

  1. Hover over the plug icon of the desired Data Source

  2. The plug icon changes to the Settings icon

  3. Click the icon

  1. Manage Connection dialog box appears

  1. Select the account from the dropdown

  2. Click Disconnect to confirm

After this process, TapClicks will stop pulling the data from the selected Data Source account and adding it to the selected Client record.

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