How to Connect to TapClicks
Connecting Engage To Sell with the TapClicks Import Wizard is a straightforward process.
Read the Connection Guide
Let's Get Started
- Simply select Engage To Sell from the TapClicks "Manage services" dashboard under the section "Connection Templates".
- Following the on screen guide, upload the sample file, map the fields, schedule file delivery and hit “Save”. If any issues, consider again following this Connection Guide or watching this video.
- Engage To Sell will now appear as a "Custom Created Connections” service in your manage services. Navigate to it and click.
- Select a specific Engage To Sell account and a client or end user with which to associate the account, and click “update”.
That’s it! Your tool is now connected and your data will flow into your dashboard! :)