Please note that this document is currently under review. You may wish to reach out to us with specific queries: support@tuggerapp.com.
If you wish to change how often updates are performed, or the name of your Tugger; this can be accomplished by accessing Settings, as indicated below. Different Tug Integrations may have a different number of tabs, but as only Settings is required for the following, they can be safely ignored.
Note: The example below, '1' is for the Cash Connector; other connectors may have their own optional items. The description should give you an idea of if it should be added or not, but feel free to contact us if you are unsure. If you are just changing the sync frequency, then leave it as-is.
1. Include Sales History Tracking Values; if you find it checked and are wondering if you should remove the check, thus potentially saving 100s of thousands of rows of data, you may wish to review the following guide before deciding: CASH - Remove / Add Historical Sales Tracking Data).
(You will have noticed that we recommend that it is not checked. We are happy to discuss this if you wish please contact us if required .)
Once you have changed everything to your liking, click on Update Tugger Settings.
Note: If you wish to perform the same actions on multiple Tug Integrations, then access those Tugs and change as required.
Please be aware that changing the date for historical data is not possible. This would require a new Tugger connector setting up.
The image below, taken from Simpro, shows it is greyed out (1 in the image).
It should be noted that optional items (2 above and 1 in the first image) can not usually be changed; a new connector should be setup with those required.
New Connector: You may find that you need to delete your old connector first. Although this will mean the data is no longer available, as long as you have imported it into Power BI Desktop, or refreshed Power BI Service (online) then it will remain available.
Note: Once a connector has been deleted, you should NOT refresh the report. Further: auto refresh should be turned off.
This concludes the Change a Tugger's Settings guide.