Pre-requisites for this document are:
- A Cash connector setup.
- Sufficient privileges to access Settings (Admin).
- Logged into your Tugger account.
If you wish to change how often updates are performed, or the name of your Tugger Connector; this can be accomplished by accessing Settings from within your connector.
The process is as follows:
Navigate to My Connectors (1) and chose your connector (2 in the image); note the 'View Details'.
1. Change the name if required; the name doesn't have to conform to any particular format, it should purely be a name that makes sense to you and your organisation.
2. Change how often should your data be pulled into Tugger's Data Warehouse.
3. 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: support@tuggerapp.com if required .)
4. Once you have changed everything to your liking, click on Update Tugger Settings.
Important Note: If you do remove or add the check mark for 'Include Sales History Tracking Values' please advise us so we can monitor the process.
After clicking on 'Update Tugger Settings', you will be redirected to the following page.
This concludes the Overview of Settings guide.