This document contains frequently asked questions that arise when working with data in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below.
Where can I find fetch times by data source?
How can I tell if my data is up to date?
What is OAuth and why am I getting errors?
Why does my call recording have a lag time before it starts playing?
Where do I find Manage Assignments?
How do I add a second account to an existing Data Connection?
Can I authorize multiple accounts for a single Data Source?
What issues might I encounter when authorizing multiple accounts for a single Data Source?
What are fetch times?
When you connect a Data Source to TapClicks, the system automatically updates data from that source so that your reporting and insights stay up to date. This process of going out and collecting data from the source is called data loading.
There are two types of data loads that take place when you connect your data:
- Initial data load: triggered when you connect to a Data Source the first time and the system tries to fetch historical data.
- Regular data load: data collection that takes place daily by TapClicks.
The amount of historical data requested for a given data load is known as fetch time, also referred to as the lookback period.
Each data source and data load type will have a different fetch time. Fetch times depend on the respective application, and are based on a number of factors including what data are available from the source and how long the data load takes.
Where can I find fetch times by data source?
Fetch times are shown on the Data Load Status page, which is found in the Data section in the left-side menu.
How can I tell if my data is up to date?
There are a few ways to check how "fresh" the data is within our dashboard:
- You can check by using the date range to see when the data stops populating.
- You can go into Platform Settings in the Admin Section. Under the Application tab, enable the Data Freshness Date. This will allow you to see when the dashboard last successfully completed a fetch for data.
What is OAuth and why am I getting errors?
OAuth ("Open Authentication") is a way for applications to establish your identity using an already-connected credential. OAuth allows an end user's account information to be used by third-party Data Sources, such as Facebook, without exposing the user's password.
Example:
Let's say you want to log in to a photo-sharing application and on the login page it asks you to either provide a username and password or log in with Facebook. This "login with Facebook" option takes you to a form page where you select from the accounts you have. You select an account and the photo-sharing application now gives you access. In this case, the photo-sharing application used an OAuth to establish your identity.
This secure authentication of data exchange works seamlessly, but if the credentials change or expire it will prevent that exchange from taking place. If this happens, the solution is simply to update the credentials to reinstate the proper exchange of data.
The most common issues with OAuth are the following:
- Credentials have expired
- Password has changed
- An AdBlocker is being used
OAuth redirects to a vendor's authentication/authorization page. TapClicks works with Ad and Analytics platforms, so AdBlockers in your browser and Antivirus/Content filtering software may block the redirect and prevent the connection from being established.
To prevent the redirect from being blocked and ensure that you can connect to the data source, the AdBlocker’s filtering settings must be configured properly to whitelist TapClicks.
Some examples of whitelisting domains within your AdBlocker can be found below. Please note that different AdBlockers may have different user interfaces, please refer to their documentation for how to whitelist domains:
Why does my call recording have a lag time before it starts playing?
We do not store the MP3 files. Rather we keep the URL link to the file in our database. So when you click to listen, we use that link to access the file which results in the lag time you have before the recording actually starts.
What is Manage Assignments?
| NOTE: This feature is only available to Super Admins. |
The Manage Assignments feature enables larger or more complex companies to bulk-assign clients by defining details in a spreadsheet and then uploading that spreadsheet to TapClicks. By doing this, a Super Admin can assign multiple client records at one time.
Where do I find Manage Assignments?
You can find the Manage Assignments link in the bottom right corner on the Manage Data Sources screen (i.e., where you connect and manage Data Sources), next to the Fetch My Data button.
| NOTE: Only Super Admins can use this feature. Check your User status if you can't find the Manage Assigning link. |