Connecting Etropo to Notion
With the integration between Etropo and Notion, each budget you connect gets its own Notion database: one row per line item, with the planned amount and the actuals for every month, plus the category, owner, cost center and currency. The database stays in sync: Etropo updates only the cells that changed, so the page history in Notion stays readable.
Setup
- Go to the Integrations tab and click “Connect” on the Notion card
- Authorize Etropo in Notion
- Optional: in Notion’s page picker, select a page your team can see to share with Etropo. You can also share pages later
- Click Connect Budget and select the budget you want to export
- Select the version of that budget. The active version is selected by default
- Choose where to create the database: Private (only you), or one of the pages you shared with Etropo
Etropo creates and fills the database right away. After that it syncs daily at 7:20 AM UTC. You can also sync it at any time from the Integrations page.
Note: Only organization administrators can connect Notion and manage connections.
Where the database lives
A database created under Private (only you) sits in your private pages in Notion; teammates cannot see it until you share it from Notion. A database created inside a page you shared with Etropo inherits that page’s sharing, so a team page is the right choice for budgets the whole team works from.
Budget Versions
A Notion database is connected to one version of a budget, and keeps exporting that version’s plans.
If you activate a different version later, the connection follows automatically — the same database starts showing the newly active plan, and only the cells that differ are updated. Deleting a connected version disconnects its database; the confirmation dialog tells you before you delete.
Actuals are shared across all versions, so the Actual columns show the same figures no matter which version is connected.
Features
Your Notion edits are safe
Etropo matches rows by the Etropo ID column and touches only the columns it created. That means:
- Comments, sub-pages, views, filters and sorts you add in Notion stay as they are
- Columns you add yourself are never changed
- Rows you add yourself (rows without an Etropo ID) are never changed or removed
- If you delete a row by accident, the next sync brings it back
- If you edit a budget number in Notion, the next sync overwrites it with Etropo’s value — Etropo is the source of truth
Keep the Etropo ID column and the types of the columns Etropo created. If a column’s type is changed in Notion (say, Category turned into a multi-select), the sync stops with a message telling you which column to change back. You can also remove the connection and connect the budget again to get a fresh database.
Database Structure
| Column | Type | Content |
|---|---|---|
| Line Item | Title | The line item’s name |
| Master Category | Select | Only when the budget uses master categories |
| Category | Select | The line item’s category |
| Status | Select | The line item’s status |
| Cost Center | Select | The line item’s cost center |
| Owner | Text | The line item’s owner |
| Currency | Select | The line item’s currency |
| Your custom properties | Text | One column per budget property |
| Jan 2026 Plan, Jan 2026 Actual, … | Number | One pair of columns per month that has values |
| Etropo ID | Text | How Etropo recognizes the row. Keep it. |
New months appear as new columns the first time they carry a value.
Limits
- Up to 500 line items per connected version. Notion writes one row at a time at a limited rate, so larger budgets cannot be synced within one run; the Connect dialog tells you if a version is too large
- One Notion workspace per Etropo organization. Connecting a different workspace later replaces the connection; databases created in the previous workspace must be removed and connected again
- Free Notion workspaces have a block limit. When it is reached Notion refuses new rows, and the connection shows a message saying so
Troubleshooting
- “Etropo’s access to this Notion workspace was revoked”: the Notion connection was removed in Notion. Disconnect Notion from the Integrations page and connect it again
- “The Notion database for this budget was deleted or is no longer shared with Etropo”: the database was deleted, moved to the trash, or its page is no longer shared with Etropo. Remove the connection and connect the budget again
- Missing data: ensure the version has values for the months you expect; months without any value have no columns yet
Privacy & Security
We maintain strict security standards for the Notion integration:
- OAuth 2.0 authentication for secure connection
- Secure access token encryption
- Organization-level data isolation
- Etropo only creates and updates the databases it made; it never reads or edits your other Notion pages
Data Collection
The integration collects:
- The Notion workspace identity (name and id) for the connected workspace
- Budget data (categories, line items, plans, actuals, custom properties)
- The ids of the Notion databases Etropo created, and their 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