Before you begin: This guide provides new Sheets users with a quick overview of how to use the Sheets platform to connect data sources and assign them to clients.
1] Log in to TapClicks, and on the Sheets menu, click Getting Started.
2] The Setup page will open. On the left, click Connect Data.
3] Find your desired data source by scrolling through the list of data sources or entering the data source name into the search box (results appear automatically).
4] Click the Connect button for your desired data source.
5] Complete authentication requirements (i.e., click Allow).
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Note: The authentication method will vary depending on the data source. For more information on connecting to a specific data source, refer to the Data Source Guides section of our Knowledge Base |
6] For your desired Account/Campaign, click the Assign To dropdown menu on the far right.
7] From the dropdown menu, assign the Account/Campaign to a client.
8] Click the back arrow to return to the main page.
9] Click Fetch My Data.
| Note: This process may take a few minutes to complete. Keep an eye on your email for a fetch completion notification. |
Once your assignments are made, Sheets will automatically fetch your data daily at 6:00 AM Eastern Standard Time. If you make a new assignment and don’t want to wait for the next scheduled fetch, click the Fetch My Data button to run a manual fetch.