Before you begin: This user guide details the steps for setting up a Smart Connector using the TapAccess delivery type, which is a type of basic connection.
Data Source and View Settings
1] On the left side menu click Data.
2] Click Smart Connectors. You're taken to the Smart Connectors list.
3] In the upper right, click the "+" to add a Smart Connector.
4] On the New Smart Connector page, enter a name for your Smart Connector in the Name textbox. This is effectively the name of the data source, so make it memorable and relevant to the data you are adding.
5] Enter a drilldown name for the Smart Connector in the Drilldown / view name textbox.
| NOTE: The drilldown / view name will be the name of the data view you are creating. A data view is the same thing as a table in a database. You can read more about data views here: What is a Data View? |
6] Slide the Is active? control to the right to ensure the Smart Connector is turned on after you save it. You can change this later if needed.
Manage Connection
7] From the Delivery type dropdown menu, choose TapAccess.
8] Enter the url of your TapAccess dashboard in the Dashboard URL textbox.
9] Click Authenticate.
10] Login with your credentials for the instance you’d like to connect to.
10] When the TapAccess authorization request popup appears, click Accept.
Additional Features
11] Choose the following optional features by sliding the control to the right.
- Map this SC to a single client?
- Data does not contain Dates?
- Use Email Service?
- Use Geo Data? (By request only and may not be available for all accounts.)
Data Source Selection
12] Choose a data category from the Select a data category dropdown menu.
13] Choose a Data Source/Channel from the Select a data source/channel dropdown menu.
14] Choose a Data View from the Select a data view dropdown menu.
15] Click Load Data Fields.
Data Fields
16] The parsed data appears in the Data Fields section.
17] TapClicks does its best to guess the field type for each field. In the event that it's wrong, you can change the field type using the Field type dropdown menu.
18] Check the Is metric? checkbox when the field should be used as a performance metric.
19] Check the Include in charts? checkbox if the performance metric specified above is to be used in the row breakdown chart and part of the Report Generator chart.
20] For fields that have field type = number, you will be given a choice of which operation to apply to the numbers in that field. Choose the applicable operation from the Operation? dropdown menu. The operation must be set for all metric-based field types (i.e., number, decimal, percent, currency).
21] To remove an unwanted field, click the trash can icon on the far right.
22] Choose which field to use as the date from the Date field dropdown menu.
23] Choose which field to use for client assignment from the Assignment dropdown menu. Typically this is the Campaign name or Client name.
24] Choose one or more unique fields from the Unique Fields dropdown menu. If you're not sure how to choose unique fields, see this article here.
25] You can remove a unique field by clicking the "x" in the upper right corner.
26] If you have a currency field and would like to use it for margin rule, select it from the Use for margin dropdown menu.
Notifications
27] Enter your email in the Email textbox to receive confirmation and service alert emails.
28] Slide the Email Errors and Warning Only slider to the on position to only receive those types of alerts.
Smart Connector Sublevels
You may have the option to set up sublevels in your Smart Connector. To learn more about sublevels, see this article here.
Advanced Fetch Settings
| NOTE: By default, every day data from the previous three days is fetched from the source. If this works for you, do nothing. But, if you want to fetch more or less than three days, you can do so. However, if you're not sure, avoid making a change as it can have a significant impact on performance. |
29] To optionally change the number of fetch history days, enter the number of days (1 - 30) in the Fetch History textbox.
30] At the bottom of the page, click the Save Changes button.