Did you know? OneView was previously known as dataXu and is owned by Roku.
Before you begin: If you would like your OneView data to be exposed, please reach out to your OneView contacts and share that you are interested in getting your data into TapClicks. Include your TapClicks Customer Success Representative on that communication for transparency.
The OneView team will define the file delivery based on a template defined through discussions between TapClicks and OneView.
When file delivery has been established (confirm with OneView that files are being delivered), you can log into your TapClicks dashboard, locate "OneView" in Manage Data Sources and input your [string] to connect to the data set.
If you try to add your string and you can't connect, it's possible that the data files have not yet been delivered to the S3 bucket. If that does not work, reach out to confirm that file delivery has been established.
If you have any questions, please feel free to reach out to your Customer Success Manager or customercare@tapclicks.com.
Instructions:
Set up OneView Data Source
1] Reach out to your OneView contacts and share that you are interested in getting your data to TapClicks. Include your TapClicks Customer Success Representative on that communication for transparency.
2] The OneView team will define the file delivery based on a template defined through discussions between TapClicks and OneView.
3] OneView shares the S3 bucket directory name by providing you with "Credentials" = [string].
Locate the OneView Data Source
4] Login to TapClicks and on the Data menu, click Data Sources.
5] The menu of data sources appears.
6] To locate the OneView data source, either scroll through the list of data sources or enter the data source into the search box in the upper right (results appear automatically).
7] On the OneView data source, click Connect.
8] The Add account popup appears.
9] Enter the string from step 3 into the Code textbox and click Add Account.
10] To assign your OneView data to a TapClicks Client, on the left side click on the data you want to assign.
11] To assign it to a client, on the right side choose a client from the existing client dropdown (as shown) or create a new client to assign it to.
12] Edit General Settings, Additional Information and Primary Contact Information for the client record as needed and then click Assign Client.
13] After the data source is connected and data is assigned, you can either click Update My Dashboard or wait until the regular data fetch occurs for data to start flowing into your dashboard.
Congratulations! You have connected your OneView data to your TapClicks client records.
What’s Next?
For new assignments between a data source and TapClicks client records, an initial data fetch will occur. Each data source has a different lookback period which determines the amount of historical data that is fetched (measured in months, weeks, or days). To view the lookback period for this service and the status of your data fetches as a whole, click Data Load Status in the Data Management menu on the left side of your dashboard. For more information about Data Load Status, please see this article.
If you’re looking for more information about OneView, check out this knowledgebase section to see additional articles that may meet your needs. If you need more assistance, our Customer Care team is standing by to help at customercare@tapclicks.com.