Pre-requisites for this document are:

  • A 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.


Although this document should assist with any connector, you might find it worth seeing if there is one specific to your connector. They are listed here.


The process is as follows:


Navigate to My Connectors (1) and chose your connector (2 in the image gives examples, yours may not be show); 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. Historical Data as a date to Tug data from. This can not be changed.


3. Change how often should your data be pulled into Tugger's Data Warehouse. 


4. Once you have changed everything to your liking, click on Update Tugger Settings.


Note: The points detailed here are common to all connectors. Yours, however, may have other options, which should be ignored as these can not usually be changed and require a new connector setting up; the exception is Mentor Cash.





After clicking on 'Update Tugger Settings', you will be redirected to the your connector's Authorisation page.


... Be it: Clockify, Harvest, HubSpot, Simpro, Xero or any other. Again, Cash is different, please refer to the Cash document.



Note: whoever set up the connector originally would have been presented with the same process as below.


Below are two 'mock-up' screens of what you can expect. You will have to log in with your organisations credentials to the particular provider (Clockify, Harvest, HubSpot, Simpro, Xero or any other ) - unless you are already logged in.




If you are already logged in, a screen asking you to allow Tugger access is presented, otherwise, once you have logged in, it is displayed. You will need to authorise Tugger's access for the changes to take affect.




Finally, you will be redirected back to the Report Setup page.




This concludes the Overview of Settings guide.