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 do not see the option available in your dashboard, note that this data source is only available on certain TapClicks feature packages. Reach out to your Customer Success Manager or customercare@tapclicks.com to learn more.
| Note: If you have an API key from Choozle instead, 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. |
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 left (results appear automatically).
Install the Choozle Enhanced SmartConnector™
4] On the Choozle Enhanced SmartConnector™, click Select.
| Note: This will install a SmartConnector™ on your instance. You only need to authenticate to establish data flow. No additional configuration is needed. To learn more about the SmartConnector feature as a whole, check out this knowledgebase section. |
5] Install the SmartConnector™ when prompted by clicking Continue.
6] You will land on the SmartConnector™ 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 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 SmartConnector™ screen. Click Go to Manage Data Sources.
12] To assign your Choozle Enhanced data to a TapClicks Client, on the left side find 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 menu, or create a new client by choosing New Client from the dropdown menu.
14] Click Save at the bottom of the page.
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, see the Data Load Status Dashboard guide.
If you are looking for more information about Choozle Enhanced, see the Choozle knowledge base section for 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.