Google Sheets App
The Google Sheets App is a tool that pulls data from integrations you've connected to AgencyAnalytics directly into a Google Sheet. It's available from the Google Workspace Marketplace and installs directly from Google Sheets. The Google Sheets App works well with the Google Sheets integration, which lets you display data from a Google Sheet in your dashboards and reports.
Install the app from the Google Workspace Marketplace
Create queries to pull specific metrics into a Google Sheet
Edit existing queries to change what data they pull
Refresh a single query or all queries at once
Connect the AgencyAnalytics Google Sheets App
Before you can pull data into a Google Sheet, you need to install the Google Sheets App and authenticate it with your AgencyAnalytics account.
Step 1: Open the AgencyAnalytics Google Workspace Marketplace listing.
Step 2: Click Install in the upper-right corner to begin the installation.
Step 3: In the popover that appears at the center of the page, click Continue in the bottom-right corner to accept the terms of service and open a Google authentication window.
Step 4: Choose the Google account you want to use with the Google Sheets App.
Step 5: Click Allow on the final authorization page to confirm the app's permissions.
Step 6: Once the app is connected, click Extensions at the top of the Google Sheet, hover over AgencyAnalytics, then click Launch Sidebar from the dropdown.
Step 7: In the AgencyAnalytics sidebar, click the Site Address field and enter the URL you use to log into AgencyAnalytics. If you're a staff user, this is the URL you use to sign in to the platform.
If you're not sure of your custom URL, follow the steps in this article on creating and managing users to locate it. If you're the Admin of your AgencyAnalytics account, click Login as Admin instead.
Step 8: Enter the same email address and password you use on AgencyAnalytics.com in the Email and Password fields, then log in.
Once you've authenticated the app and logged into your AgencyAnalytics account, you're ready to create your first query and start pulling data into sheets.
Create a Query with the Google Sheets App
A query tells the Google Sheets App which client, integration, and metrics to pull into your Google Sheet. Here's how to create one.
Step 1: Click Extensions, hover over AgencyAnalytics in the dropdown, then click Launch Sidebar to open the app.
Step 2: In the AgencyAnalytics sidebar on the right, click Create Query to set up your query.
Step 3: Name the query, then choose where in the Google Sheet you want the data to load. You can have multiple queries in one Google Sheet, so keep this in mind when organizing where each one loads.
Step 4: Type your cell choice into the field, or click the cell directly, then click the grid button to the right to use the actively selected cell.
The cell you select is the first cell into which data loads. The space used by the query varies with the number of metrics it pulls, since each metric gets its own column. Keep this in mind when mapping where each query goes in the sheet.
Step 5: Choose the Client, integration, view, and dimension to specify where the data comes from in your account.
Step 6: Click the Metrics field and type to search for a metric name.
Check the boxes next to each metric to add it to the query.
Step 7: Choose the sort direction, date range, and row limit for the query.
Step 8: Click Insert Data at the bottom of the sidebar to pull the data into the sheet.
The filtered data loads into the Google Sheet, starting with the cell you selected earlier.
Your query now appears on the sidebar query page, along with useful information, including the integration icon, the sheet and cells it loads into, and the last date it ran.
Edit a Query in the Google Sheets App
Editing a query lets you change all aspects of it, including the client, integration, view, metrics, sort direction, date range, and row limit. If you're changing many query settings at once, we recommend creating a new query instead so the original query can be rerun if needed.
Step 1: Open the Google Sheet you want to work in, then click AgencyAnalytics in the toolbar at the top.
Step 2: In the dropdown, click Launch Sidebar to open the AgencyAnalytics sidebar on the right side of the screen.
Step 3: Scroll to the query you want to edit, then click the pencil icon to enter edit mode for that query.
Step 4: Scroll down in edit mode to change the data the query pulls. You can change the Client, integration, and view of an existing query, but we recommend creating a new query if you want to run the original one again.
Step 5: Click Update Data at the bottom to save the changes and pull data again with the updated query settings.
Step 6: Click the arrow next to Edit Query near the top to return to the query menu and start working on your next query.
Refresh a Query in the Google Sheets App
After a query is created, you can run it again to refresh and replace the previously pulled data. You can refresh one query at a time or refresh all queries at once.
To refresh a single query, launch the AgencyAnalytics sidebar, locate the query you want to refresh, then click the curved arrow in the upper right of that query.
To refresh all queries at once, click the same curved arrow above the list of queries in the upper right of the sidebar.
FAQ
Can I use multiple Google accounts with one Google Sheet?
No. To ensure the Google Sheets App works without issues, AgencyAnalytics requires one Google account per Google Sheet. Multiple Google accounts are not permitted on the same sheet while using the Google Sheets App.
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