Connecting Etropo to Google Sheets
With the integration between Etropo and Google Sheets, you can automatically sync your marketing budget data to Google Sheets. Each connected budget creates a dedicated spreadsheet with three tabs: Plans, Actuals, and Combined data. The integration supports both manual synchronization and automated daily syncing.
Setup
- Go to Integrations Tab , click “Connect” on the Google Sheets card
- Authorize access to your Google account
- Select the budget version you want to connect
- A new Google Sheet will be automatically created with your budget data
- From now on, your budget data will be automatically synced daily at 7:00 AM UTC
Note: Only organization administrators can connect and manage Google Sheets integrations.
Features
Automated Daily Sync
The integration automatically syncs your budget data:
- Syncs daily at 7:00 AM UTC, or manually with a single button click
- Etropo syncs both planned budget amounts, as well as actual spend
Multi-Sheet Structure
Each connected budget creates a Google Spreadsheet with three tabs:
Plans Sheet
- Export of planned budget amounts by month
- Includes Category, Line Item, Cost Center, Owner, and Currency
- Monthly columns for the entire budget period
Actuals Sheet
- Export of actual spend amounts by month
- Updated with latest actuals from integrations and manual entries
Combined Sheet
- Side-by-side comparison with plan and actual columns for each month
- Example: “Jan 2025 Plan” | “Jan 2025 Actual” | “Feb 2025 Plan” | “Feb 2025 Actual”
- Quick variance analysis
Currency Support
The integration exports line item currency information alongside financial data, ensuring accurate reporting for multi-currency budgets.
Spreadsheet Structure
Each sheet includes the following columns:
Plans & Actuals Sheets
| Category | Line Item | Cost Center | Owner | Currency | Jan 2025 | Feb 2025 | ... |
|-------------|---------------|-------------|-------|----------|----------|----------|-----|
| Marketing | Google Ads | Sales | John | USD | 5000 | 5200 | ... |
| Operations | Software | IT | Jane | USD | 2000 | 2000 | ... |Combined Sheet
| Category | Line Item | Cost Center | Owner | Currency | Jan 2025 Plan | Jan 2025 Actual | Feb 2025 Plan | Feb 2025 Actual | ... |
|-----------|------------|-------------|-------|----------|---------------|-----------------|---------------|-----------------|-----|
| Marketing | Google Ads | Sales | John | USD | 5000 | 4800 | 5200 | 5100 | ... |
| Operations| Software | IT | Jane | USD | 2000 | 2000 | 2000 | 2000 | ... |Troubleshooting
Common issues and solutions:
- Sync Failures: Check the error message in Integration Settings for specific details
- Authentication Issues: Try disconnecting and reconnecting the integration
- Missing Data: Ensure your budget has data for the selected period
- Sheet Access: The created sheet is private to your Google account. Share it with your team manually from Google Sheets.
Privacy & Security
We maintain strict security standards for the Google Sheets integration:
- OAuth 2.0 authentication for secure connection
- Secure access tokens encryption
- Organization-level data isolation
- Audit logging for all sync operations
Data Collection
The integration collects:
- Google account information for authentication
- Budget data (categories, line items, plans, actuals)
- Spreadsheet IDs and sync status
- Sync history and error logs
We store nothing more than that. For complete details about how we handle your data, please review our Privacy Policy .
Support
For additional help you can reach out to our support team at: help@etropo.com