Before you begin: This user guide details the steps for setting up a Smart Connector using one of the direct to source delivery types:
- QuickBooks Online
- Salesforce SOQL
Start by following the common steps below to create the Smart Connector and establish the data source and view settings. Then use the Table of Contents to jump to the sections that covers the direct to source delivery type you want to use.
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.
7] Use the Table of Contents below to jump to the applicable section.
Table of Contents
QuickBooks Online
Manage Connection
8] From the Delivery type dropdown menu, choose QuickBooks Online.
9] Click Authenticate.
10] Enter your QuickBooks Online credentials and click Sign In.
11] When TapClicks requests access, click Allow.
12] If successful, continue to step 18.
Salesforce SOQL
Manage Connection
13] From the Delivery type dropdown menu, choose Salesforce SOQL.
14] Click Authenticate.
15] Enter your QuickBooks Online credentials and click Sign In.
16] When TapClicks requests access, click Allow.
17] If successful, continue to step 18.
Additional Features
18] Choose the following optional features by sliding the control to the right.
|
NOTE: Some Additional Features may not be available for all delivery types. Others may be on by default for some delivery types (i.e., Use Email Service? will always be on and cannot be turned off when using the Email delivery type). |
- 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?
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Use JSON Parsing Settings?
- Use Tab Parsing?
Data Fields
| NOTE: To help TapClicks understand the data, you must first load a sample of the data and make some choices about the data. |
19] Enter a query in the Request textbox.
| NOTE: You will need to include the "%START_DATE%" and "%END_DATE%" variables where you would input date values for your query. This allows the Smart Connector to dynamically update the date parameter so that we can pull data on a daily basis. |
20] Click Load Sample. The parsed data appears in the Sample file data section.
21] 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.
22] Check the Is metric? checkbox when that field should be used as a performance metric.
23] 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.
24] 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).
25] To remove an unwanted field, click the trash can icon on the far right.
26] Choose which field to use as the date from the Date field dropdown menu.
27] Choose which field to use for client assignment from the Assignment dropdown menu. Typically this is the Campaign name or Client name.
28] 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.
29] You can remove a unique field by clicking the "x" in the upper right corner.
30] Optionally set margin for currency field types (if any) with the Use for margin dropdown.
31] 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.
Notifications
32] Enter your email in the Email textbox to receive confirmation and service alert emails.
33] 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. |
34] To optionally change the number of fetch history days, enter the number of days (1 - 30) in the Fetch History textbox.
35] At the bottom of the page, click the Save Changes button.