The key to gaining actionable insights lies in linking the right accounts for client reporting. With our streamlined approach, integrating and updating client accounts is simple, direct, and organized.
First, ensure you’ve installed the Two Minute Reports add-on in Google Sheets to establish the Connection. Now, let me walk you through the step-by-step process of creating a Connection in Google Sheets.
| 💡Terminologies used Connector: A Connector facilitates connectivity to a specific data source. For example, a Facebook Ads Connector provides connectivity to a Facebook Ads account. Connection: A Connection is a link between the data source and the Connector. For example, to get data from Google Ads, you must use the Google Ads Connector to create a Connection with your Google Ads account. |
Step 1: Navigate to the menu dropdown in the TMR sidebar and click “Connections”. Next, click “Add” to create a new connection.
Step 2: The “Adding new connection” dialog box appears. Here, we will perform three key steps to establish a Connection in Google Sheets, which takes less than 2 minutes:
- Selecting the Connector
- Authentication
- Mapping accounts with the respective Connector
You can choose your preferred Connector from the list of options. For example, select Facebook Ads. Next, authorize your Connection by specifying your login credentials.
Refer to the screenshot below for easier understanding:
Step 3: After successful authentication, you will see a streamlined interface that displays the account name, ID, Connection name, status, and Speedboost, as shown below.
Step 4: You must enable the toggle for the accounts you want to run queries. Once done, the status will update to “Ready to use”, which means you can use the account to extract data and run queries. However, note that you cannot fetch data for disabled accounts.
Note: If your enabled account is in the “Warming up” stage, you can only retrieve data once the process is complete. This applies to Shopify and Amazon Ads Connectors. You can view the progress right after the status to know the estimated time of completion. Refer to the screenshot below.
Step 5: Once you’ve enabled your desired accounts, click Done. Next, click “Refresh Connections” in the sidebar to ensure that your Connections are reflected to run the queries.
And that’s it. You’ve created a new Connection on Google Sheets. The ease of creating and managing Connections in a well-structured interface sets the cornerstone for generating data-driven insights.
Now that you know how to create Connections, you can start choosing relevant accounts and run queries to extract actionable insights. Read “How to run a query in Google Sheets” to get started with the next step.
We hope you found this guide helpful. If you have any questions, please contact our support team via support@twominutereports.com.