1

Import Wizard Connection Guide: Notify Me

1

Table of Contents

NOTIFY ME:.................................................................................................................................................................. 2

PULL YOUR DATA FROM THE DATA SOURCE:............................................................................................. 2

THIS IS HOW THE FILE TEMPLATE SHOULD BE DEFINED:....................................................................... 2

IMPORT WIZARD OPTIONS: .................................................................................................................................. 2

TO UPLOAD DATA: ................................................................................................................................................... 3

PROCESS TO MAP DATA: ....................................................................................................................................... 4

VISUALIZATION:......................................................................................................................................................... 4

ANY CHANGES REQUIRED:.................................................................................................................................... 6

2

Notify Me:

Notify Me is a free, email subscription service designed to keep you informed of the latest happenings in your locality. Whenever you see the Notify Me icon, you can subscribe to get content updates delivered via email or text message.

Pull Your Data from the Data Source:

Pull a CSV report from the Notify Me platform to get all client data in one spreadsheet. Alternatively, you can provide a separate file per client. Edit this CSV document so it doesn’t contain empty cells and rename your columns as appropriate.

This is How the File Template Should Be Defined:

This sample file contains an example of the fields and formatting that Import Wizard will accept. You can also find example fields in the screenshot below. Notice that in the data range there are no empty fields, rows, or columns.

Import Wizard Options:

• Mapping: Mark the field ‘Client’ as ‘Use for Mapping’.• Unique Fields: Mark text fields like ‘Product Id’ as ‘Unique’.• Date Ranges: Choose the ‘Add Date’ field as ‘Use for Date Range’

Sends, sumInt: Check the box under ‘Is metric?’ to mark as ‘True’.

3

This is a screenshot of the Import Wizard mapping if you were to upload the sample file above

To Upload Data:

• Get the latest file from the source- Import Wizard files do not automatically pullfrom the source, but you can update your data as frequently as you need to buydownloading a CSV of the latest data.

• Make sure the file follows the template• Decide how this data will be delivered- Scheduled (FTP, SFTP, Google Drive,

Dropbox) or Manual

o Scheduled Option§ You will need to have access to an FTP, SFTP, Google Drive, or

Dropbox where your modified file will be stored.§ Rename the file to indicate the current date. For example: If today

is 10/16/2017, the file name should be ‘source_date_10-16-2016.csv’

4

• Pro tip: make sure that the date format here matches thedate format on your Import Wizard tool. If you set it toYYYY-MM-DD, make sure that the file reads‘source_date_2016-10-16.csv’

§ Upload the file in Google Drive, Dropbox, or FTP and set thelocation correctly in the Import Wizard setup page.

§ So long as the name-date of the file falls within the last 3 days thefile will process.

o Manual Option§ Select this option if you only want to send data into the system as

needed.§ Go to Administration> Import Wizard and select Delivery type =

Manual

§ Load data into the appropriate Import Wizard definition forprocessing. You do not need an FTP, SFTP, Google Drive, orDropbox location enabled for manual delivery.

Process to Map Data:

• If you’ve setup your delivery method correctly, you will see an arrow appear onthe right hand side of the window.

• Clicking on that arrow will bring you to the Manage Services screen with a newtile for Notify Me

• From here you follow the same steps you would for mapping a client.

Once the data is pulled into the database, build performance widgets in your dashboards or reports.

Visualization:

5

Widget Definition: Pie Chart to show Spends by Product ID

Widget Example: Pie Chart to show Spends by Product ID

6

If you need to make any modifications to the Import Wizard mapping for Notify Me, you can do this by navigating to Administration>Import Wizard>Edit. Please note that due to data processing, only certain elements can be modified after data has started loading.

If you do need to change something and have any difficulties, please feel free to reach out to your Account Manager or CustomerCare@tapclicks.com

Any Changes Required:

Questions? Contact your Account

Manager or email CustomerCare@tapclicks.com

TapClicks.com | 3031 Tisch Way, Suite 1002, San Jose, CA 95128 | +1.408.725.2942