Before you begin: This user guide details the steps for setting up a Smart Connector using one of the nine hosted file delivery types:
- Amazon S3
- Google Drive
- Google Cloud Storage
- Microsoft Azure Blog Storage
- Microsoft OneDrive
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.
NOTE: When it comes to managing connections, hosted file delivery types fall into one of two general categories:
Jump to the section below that is applicable to your delivery type.
7] From the Delivery type dropdown menu, choose one of the OAuth-hosted file delivery types.
8] Click Authenticate.
9] To grant TapClicks access, enter your delivery type credentials and click Sign in.
10] When TapClicks requests access, click Allow.
11] You're returned to the new Smart Connector page. Go to step 16.
12] From the Delivery type dropdown menu, choose one of the basic authentication Hosted File delivery types.
13] Enter your credentials.
14] Click Test Connection.
15] If successful, continue to step 16.
16] Choose the following optional features by sliding the control to the right.
- Map this SC to a single client?
- Use Geo Data? (By request only and may not be available for all accounts.)
- Use pre-process function?
- Use Email Service?
- Data does not contain dates?
Use JSON Parsing Settings?
- Use Tab Parsing?
17] Enter the path to the data file directory in the Data file directory textbox.
18] From the Sort by dropdown menu, choose either Last Modified or Date.
NOTE: The Sort by determines the order in which the data are ingested:
If you're unsure, choose Last Modified.
|NOTE: If Date is selected, every data filename must contain a date.|
|NOTE: To help TapClicks understand the data, you must first load a sample of the data and make some choices about the data.|
NOTE: The following file formats are allowed:
19] To load your most recent file from the source, click the Load Sample button.
20] Or, to upload the file manually, click the Or use Manual Upload link.
21] Then click Select Sample File, navigate to the file on your local machine, click Open and finally click Upload.
22] The parsed data appears in the Data Fields section.
23] TapClicks does its best to guess the field type for each field. In the event that it's wrong, you can change any field type using the Field type dropdown menu.
24] Check the Is metric? checkbox when that field should be used as a performance metric.
25] 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.
26] 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 needs to be set for all metric-based field types (i.e., number, decimal, percent, currency).
27] To remove an unwanted field, click the trash can icon on the far right.
28] Choose which field to use as the date from the Date field dropdown menu.
29] Choose which field to use for client assignment from the Assignment dropdown menu. Typically this is the Campaign name or Client name.
30] 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.
31] You can remove a unique field by clicking the "x" in the upper right corner.
32] Optionally set margin for currency field types (if any) with the Use for margin dropdown.
33] If your data has footer rows you want TapClicks to ignore, enter the number of footer rows to skip in the # Footer rows to skip textbox.
34] Enter your email in the Email textbox to receive confirmation and service alert emails.
35] 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.
|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.|
36] To optionally change the number of fetch history days, enter the number of days (1 - 30) in the Fetch History textbox.
37] To optionally add a delay to your fetching, enter the number of minutes ( 720 max) to delay each fetch in the Fetch Delay textbox.
38] At the bottom of the page, click the Save Changes button.