Note: If you would prefer to learn how to set up an Instant On Connector by watching a video, see [Video] Setting up an Instant On Connector.
Before you begin: TapClicks has partnerships with hundreds of data providers. These are called Instant On Connectors. Data from Instant On Connectors are already organized for your use in TapClicks reporting. When you want to connect data to TapClicks, first check to see if an Instant On Connector already exists for that data provider. You can find a list of all Instant On Connectors here.
How to Connect Your Data Using an Instant On Connector
An Instant On Connector is a way of pulling data into TapClicks using a native integration established with third-party data providers. Setting up an Instant On Connector is easy and only requires two operations: 1) Selecting the Instant On Connector from a list and then 2) authorizing the Instant On Connector with the third-party data provider.
1] Log in to TapClicks and, on the Data menu, click Data Sources.
2] The entire menu of Instant On Connectors appears.
3] Scroll down to the Instant On Connector you want to use to connect to the third-party data provider.
| Note: If the data provider you want to connect has a green plug icon in the upper right corner, that means it is already connected and you do not need to do a thing. If you would like to add another account to this same connector, select "Assign to Clients" for that data source. |
4] Click Connect at the bottom of the data source.
How to Authenticate the Instant On Connector
After you select the Instant On Connector, you have to authenticate and authorize it with the third-party data provider. Each data provider may have slightly different steps to authorize the connection. Instant On Connectors can be authenticated using two methods:
- OAuth: Authenticate through another provider’s credentials (e.g., Google).
- Form Fill: Enter credentials directly into the third-party login form.
The available method depends on the data provider. You can find the complete list of Data Source Guides for Instant On Connectors here.
5] First you will authenticate by entering your credentials and clicking Log In. The following steps outline a general process for one data source. Other sources may have slightly different steps.
| Note: If using OAuth (such as in this example), ensure you select the correct account. Using Incognito Mode can help you ensure the right account is chosen. |
6] Authorize the data provider to communicate with TapClicks. If prompted, select the pages you want to use and click Next or Allow.
7] Choose what permissions to grant TapClicks and click Done.
8] Click OK.
9] After connecting a data source, you will return to TapClicks and see a list of records available for assignment. Each row represents a record from the connected platform, such as an advertiser, account, or campaign. In the Assigned Client column, use the dropdown to either assign the record to an existing TapClicks client or create a new client record. This step ensures that incoming data is properly routed and attributed within your dashboards and reports.
10] Click Save at the bottom of the page.
11] After the data source is connected and data is assigned, click Fetch my Data to initiate data fetching. If you do not take this step, simply check on your dashboard tomorrow, after the regular data fetches have started. Check out the Data Load Status page for details about your fetch status
| NOTE: Once you complete all the steps to set up an Instant On Connector and authorize the data provider, you can start creating Reports using all the features in TapClicks. |