Home Knowledge Base FAQ - Getting Started Bulk Mapping / Manage Mappings

FAQ - Getting Started

FAQ - Getting Started

Getting Started

Bulk Mapping / Manage Mappings

Manage Mappings is a feature geared towards those who have enough clients where mapping one-by-one is overwhelming. Manage Mappings allows you to map your clients in a spreadsheet and upload that to TapClicks. Find the Manage Mappings link in the bottom right corner of the on the Manage Services screen (where you connect and manage services), next to the ‘Update your dashboard’ button.

Only Super Admins can use this feature. Check your User status if you can't find the Manage Mappings link.
 

How to Bulk Map

  1. Note: Connect your service in the dashboard and create your clients in TapClicks before you try to upload your bulk map document. If you don't connect the service, you will not see it appear in the drop down. They need to exist in the dashboard before mapping. 
  2. Navigate to the Manage Mappings link on the bottom right corner of the Manage Services page and click on the link.
  3. Select the Service you want to map
  4. Click Download - This will provide you with an import template to use to build your import file.
  5. Once the file is done downloading open it on your computer.
    1. We recommend freezing the first three rows (the headers) and then sort or filter by unmapped advertisers, campaigns, pages, etc. This will make it easier for you to see what is unmapped.
  6. Add the client names to the corresponding Advertisers, Campaigns, Pages,.
  7. Remove any filters or sorting options you may have added to the file.
  8. Save or download to .csv
  9. Return to the dashboard
  10. Click Choose File to browse for the Mapping File you just saved
  11. Click Upload
  12. You will get a success or failure status. Go back to the Manage Services page to double check the mappings went through.
  13. Click Update your dashboard and you’re done!

Bulk Mapping from TapClicks


Related Articles