Before you begin: The ApexChat data source provides data already organized for your use in TapClicks reporting.
Locate the ApexChat Data Source
1] Login to TapClicks and on the Data menu, click Data Sources.
2] The menu of data sources appears.
3] To locate the ApexChat 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).
Connect to the ApexChat Data Source
4] On the ApexChat data source, click Connect.
5] The Add account popup appears.
6] Enter your company name into the upper textbox.
7] Enter your username into the middle textbox.
8] Enter your password into the lower box.
9] Click Add Account.
10] To assign your ApexChat 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 or create a new client to assign it to.
12] Edit General Settings, Additional Information and Primary Contact Information as needed and then click Assign Client.
13] To view the status of your connection, click Connection Status in the Data Management menu on the left.
14] After the data source is connected, an initial data fetch will occur. Each data source has a different Lookback period. The Lookback period determines the amount of historical data that is fetched. It is measured in months, weeks, or days. The specific lookback period for each service can be found on the connection's status page. After the initial data retrieval, you're ready to use your ApexChat data in reports and analysis.