Import Wizard Connection Guide: Notify Me

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1 Import Wizard Connection Guide: Notify Me 1

2 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:

3 Notify Me: Notify Me is a free, 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 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. 2

4 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 pull from the source, but you can update your data as frequently as you need to buy downloading 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_ csv 3

5 o Pro tip: make sure that the date format here matches the date format on your Import Wizard tool. If you set it to YYYY-MM-DD, make sure that the file reads source_date_ csv Upload the file in Google Drive, Dropbox, or FTP and set the location correctly in the Import Wizard setup page. So long as the name-date of the file falls within the last 3 days the file will process. 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 for processing. You do not need an FTP, SFTP, Google Drive, or Dropbox location enabled for manual delivery. Process to Map Data: If you ve setup your delivery method correctly, you will see an arrow appear on the right hand side of the window. Clicking on that arrow will bring you to the Manage Services screen with a new tile for Notify Me From here you follow the same steps you would for mapping a client. Visualization: Once the data is pulled into the database, build performance widgets in your dashboards or reports. 4

6 Widget Definition: Pie Chart to show Spends by Product ID Widget Example: Pie Chart to show Spends by Product ID 5

7 Any Changes Required: 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 6

8 Questions? Contact your Account Manager or TapClicks.com 3031 Tisch Way, Suite 1002, San Jose, CA

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