Note: If you'd prefer to learn how to set up an Instant-on Connector 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 from a third-party data provider to TapClicks, you should 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.
Instructions:
How to Connect Your Data Using an Instant-on Connector
A 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] On the left side menu, under Data Sources, click Manage Data Sources.
2] The entire menu of Instant-on Connectors appears.
3] Scroll down to 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 don't 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 authenticate and authorize the Instant-on Connector to their application.
| NOTE: There are two ways to authenticate an Instant-on Connector: 1) OAuth and 2) Form Fill. OAuth allows you to authenticate to the third-party data provider using another provider's authentication credentials (e.g., Google). With Form Fill, you'll provider credentials directly into the third-party's login form. Which options are available depend entirely on the data provider. |
5] First you'll authenticate by entering your credentials and clicking Log In.
| NOTE: The steps below are for a particular data source. Other data sources should have similar, although not exact, steps. |
| NOTE: If using OAuth for authentication, make sure to select the correct account (the one you want to use on the platform). One way to do that is to log in using Incognito Mode. |
6] Next you'll authorize the data provider to communicate with TapClicks by clicking Allow.
7] If asked, select a specific source of data (e.g, an account, a list) to use with the Instant-on Connector. The data provider will walk you through all the steps.
| NOTE: Once you complete all the steps to set up an Instant-on Connector and authorized the data provider, you can start creating Reports using all the features in TapClicks. |
| NOTE: After making this connection, as data from the data provider gets updated, the Instant-on Connector will update automatically at the normal update interval. |