OAuth Integrations
Many connections use "OAuth" to authenticate. This is when you see a window pop up that says "please select an account" or similar. You may be most familiar with this when using Google or Facebook, as examples.
NOTE: You must be logged into the Data Source with the problematic account for the token to be updated. |
For the OAuth based integrations (i.e., Google Ads and Analytics, Microsoft Ads, Facebook Ads), do not disconnect the integration. Instead try the following:
- Navigate to Manage Data Sources
- Click on the Data Source that is having problems
- Click on the green "Add Account" button
OR
- Go to Manage Data Sources
- Click on the green plug icon that is "Manage Connections" in the top right-hand corner of the Data Source tile you need to update
- Select the connection from the drop-down menu
- Click on the Re-authenticate button
Example
Let's say you have an error with your Facebook Ads connection. Make sure you are logged in to business.facebook.com with the problem account using your new password. Then in TapClicks, select the "Add Account" button. Your connection should be resolved. Also, your existing assigning will stay in place so long as you did not disconnect the account.
To learn more about OAuth, read this article: https://www.hongkiat.com/blog/oauth-connect/
Non-OAuth Integrations
These integrations often require a name & password combination or some other form of authentication other than OAuth.
For the non-OAuth based integrations (i.e., Klaviyo, Yext, Adobe Advertising Cloud) do the following:
- Go to the Manage Data Sources screen
- Click on the green plug icon that is "Manage Connections" in the top right-hand corner of the Data Source tile you need to update
- Click on the Edit button and enter the updated credentials
- When done entering click the Edit Account button to save the information
- A pop up will ask you to confirm the credential change