The Google Sheets App is a helpful tool for pulling data from integrations you've connected to AgencyAnaltyics directly into a Google Sheet.

Available from the Google Workspace Marketplace, the app can be installed directly from Google Sheets.

To get started, open the AgencyAnalytics Google Workspace Marketplace here. Click Install in the upper right to begin the installation process.

A small popover will appear in the center of the page. At the bottom right of this window, click Continue to accept the TOS and launch a Google authentication window.
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Next, choose the account you'd like to use with our Google Sheets App.
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Lastly, click Allow on the final authorization page to confirm our permissions.

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Now that the app is connected, you'll need to log in to the add-on with your AgencyAnalytics credentials. Click Extensions at the top of the page, then hover over AgencyAnalytics before clicking Launch Sidebar from the dropdown.

This will open the AgencyAnalytics sidebar. Click the Site Address field, and enter the URL you use when logging into AgencyAnalytics. If you're a staff user, this would be the URL you sign into our platform from. If you're not sure, follow the steps here to locate the custom URL. If you're the Admin of your AgencyAnalytics account, click Login as Admin instead.
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Enter the same email address and password you use on AgencyAnalytics.com in the Email and Password fields, then log in.
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Now that 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.

To start, click Extensions, then hover over AgencyAnalytics in the dropdown. Click launch sidebar to open the app.

In the AgencyAnalytics sidebar on the right, click Create Query to set up your query.

Name the Query, then select where in the Google Sheet you'd like the data to load. You can have multiple queries within one Google Sheet, so keep this in mind when organizing where your queries load.

When choosing where to load data, you can either type your choice into the field or click the cell you want to use, then click the grid button to the right to use the actively selected cell.

The selected cell is the first cell that data will load into; the amount of space used by the query will change depending on how many metrics the query is set to pull in. Each Metric will have its own column. Keep this in mind when you're mapping where each query goes!
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Next, choose the campaign, integration, view, and dimension to specify where in the data is pulled from in your account.

After selecting where you want the data to come from, pick the metrics you want to pull. To do so, click the Metrics field, then type to search for the metric name. Check the boxes to the left of the metric name to add them to the query.

Lastly, choose the sort direction, date range, and row limit. Once all of these settings are selected, you're ready to pull data. To do so, click the Insert Data button at the bottom of the sidebar.

The data you've filtered for will load into the Google Sheet, starting with the cell you selected earlier.

You will now see your query listed here on the query page of the sidebar, along with some useful information about it.

The integration icon for this query will be displayed, as well as the sheet and cells it loads into. Lastly, the last date the query ran will be listed here as well.

After creating a query, locate it in the AgencyAnalytics sidebar on the right. Click the three dots to open a dropdown menu. Click Schedule to open the schedule settings for this query.

Click the dropdown, then select the refresh frequency from Daily, Weekly, or Monthly.

After selecting the frequency, more options will load. Click each dropdown to open them, then choose the day, time, and time zone for this query to refresh.

Lastly, click Save at the bottom of the sidebar to lock in your changes. Scheduled queries will have a clock icon to the left of the sheet name, which displays the refresh schedule when hovered over.

Editing a query in the Google Sheets app allows you to change all aspects of the query. If changing many query settings we recommend creating a new query instead, this way the original query can be rerun if needed.

To get started, open a Google Sheet where you want to work, then at the top, click AgencyAnalytics in the toolbar.
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This will open a dropdown, from there click Launch Sidebar to open the AgencyAnalytics sidebar to the right of the screen.
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Once the sidebar is open, scroll to the query you want to edit. Then click the pencil icon to go into edit mode for this query.

In edit mode, scroll down to make changes to the data we're pulling with this query.

While you can change the campaign, integration, and view of an existing query, we recommend you create a new one if you wish to run the original query again.

After making changes to the query, click the Update Data button at the bottom to save it and pull data again with the renewed query settings.

Once you've saved and updated, click the arrow next to Edit Query near the top to return to the previous query menu and start working on your next one!

After a query is created, you can run it again to refresh and replace the previously pulled data. This can be done for each query or for all queries at once.

Launch the AgencyAnalytics sidebar, then locate the query you wish to refresh. In the upper right of the query, click the curved arrow to refresh only that query.

To refresh all queries at once, locate the same curved arrow above the listed queries on the upper right of the sidebar.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄
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