Before you begin: This user guide details the steps for setting up a SmartConnector™ using the manual upload delivery type, which is a type of basic connection.
Data Source and View Settings
1] Log in to TapClicks and, on the Data menu, click SmartConnectors.
2] The SmartConnectors™ list appears.
3] In the upper-right corner, click the Add SmartConnector (plus sign) icon to create a new SmartConnector™.
4] On the New SmartConnector™ page, enter a name for your SmartConnector™ in the Name field. 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 SmartConnector™ in the Drilldown / view name field.
| 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 SmartConnector™ is turned on after you save it. You can change this later if needed.
Manage Connection
7] From the Delivery type dropdown menu, choose Manual Upload.
Additional Features
8] 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?
| Note: If you are uploading a JSON file, the system will automatically recognize the format, regardless of what delivery type you use. However, if you want to only pull a subset of a JSON file, you should slide the Use JSON File Config? slider to the on position. This will enable you to specify one or more arrays, subarrays, or objects from a JSON file to pull into TapClicks while ignoring the rest. Learn more about the Use JSON File Config settings in this article. |
Data Fields
9] To provide sample data to TapClicks, click the Select Sample File button on the far right.
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Note: The following file formats are allowed:
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10] Navigate to the file on your local machine and click Open.
11] Click Upload.
12] The parsed data appears in the Data Fields section.
13] TapClicks does its best to guess the field type for each field. If it is incorrect, you can change the field type using the Field type dropdown menu.
14] Check the Is metric? checkbox when that field should be used as a performance metric.
15] 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.
16] For fields that have a field type of 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).
17] To remove an unwanted field, click the trash can icon on the far right.
18] Choose which field to use as the date from the Date field dropdown menu.
19] Choose which field to use for client assignment from the Assignment dropdown menu. Typically this is the Campaign name or Client name.
20] 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.
21] You can remove a unique field by clicking the x in the upper-right corner.
22] If you have a currency field and would like to use it for a margin rule, select it from the Use for margin dropdown menu.
23] From the Load sample data? dropdown menu, choose Yes. This is recommended if you'd like to use your sample file in your reporting.
24] 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 field.
25] At the bottom of the page, click the Save Changes button.
SmartConnector™ Sublevels
You may have the option to set up sublevels in your SmartConnector™. To learn more about sublevels, see this article.