Before you begin: The Choozle Enhanced data source provides data already organized for your use in TapClicks reporting. Before you start this process, be sure to have your username and password from your Choozle representative.
If you are looking for Choozle Enhanced and you don’t see the option available in your dashboard, please note that this data source is only available on certain TapClicks feature packages. Please reach out to your Customer Success Manager or customercare@tapclicks.com to learn more.
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NOTE: If instead you have API Key from Choozle, please refer to the Choozle Support Guide. This guide for Choozle Enhanced is for a different set of data and has a different authentication flow than the other connector. |
Instructions:
Locate the Choozle Enhanced Data Source
1] Log in to TapClicks and, on the Data menu, click Data Sources.
2] The menu of data sources appears.
3] To locate the Choozle Enhanced 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).
Install the Choozle Enhanced Smart Connector
4] Scroll down to the Smart Connector Marketplace section and on the Choozle Enhanced Smart Connector click Install.
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NOTE: This will install a Smart Connector on your instance. You only need to authenticate to establish data flow. No additional configuration is needed. To learn more about the Smart Connector feature as a whole, check out this knowledgebase section. |
5] Install the Smart Connector when prompted by clicking Confirm.
6] You will land on the Smart Connector Authentication Screen. Click Continue.
7] Scroll to the Manage Connections section and click Authenticate.
8] When prompted, click Yes, Continue to move through the authentication flow.
9] You will land on the Choozle Enhanced Authentication screen. Enter in your username and password and click Log In to connect.
10] Click Accept to grant access to TapAccess.
11] You will land back on your dashboard Smart Connector screen. Click on the button Go to Manage Data Sources.
12] To assign your Choozle Enhanced data to a TapClicks Client, on the left side click on the data you want to assign.
13] 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.
14] Edit General Settings, Additional Information and Primary Contact Information as needed and then click Assign Client.
15] After the data source is connected and data is assigned, you can either click Fetch My Data or wait until the regular data fetch occurs for data to start flowing into your dashboard.
Congratulations! You have connected your Choozle Enhanced 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 Data Source 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 Choozle Enhanced, check out this knowledge base 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.