Google Sheets Integration
Portal extensionAgencyPro has a Google Sheets portal extension. Paste a sheet's share link and it appears as its own page in the client portal menu, showing the current sheet. You can give every client organization its own sheet behind the same menu item. To write data into Sheets automatically, such as a row for every payment, use the AgencyPro app on Zapier.
Why connect Google Sheets with AgencyPro
There are two ways to use Google Sheets with AgencyPro, and they solve different problems.
Embed (portal extension, Pro and Plus plans). Add a Google Sheets extension under Workspace Settings > Extensions, paste the sheet's share link and give it a menu label such as Reporting. Clients click it in their portal and see the sheet inside AgencyPro. Set the extension to connect to each organization separately and every client gets its own sheet behind the same menu item. A 20-client SEO agency can keep 20 private ranking trackers without 20 menu entries.
Sync (Zapier, Plus plan). The AgencyPro app on Zapier can add a spreadsheet row when a client is created, an invoice is created or an invoice changes to paid (Invoice Updated with a Zapier filter on status paid; the Payment Created trigger also fires for checkouts that are still pending). Your bookkeeper or a partner gets a running log in Sheets without an AgencyPro seat, which would otherwise cost $15 to $30 a month depending on your plan. See the Zapier integration for every trigger.
What it does not do: AgencyPro does not read data out of your sheet, filter rows per client, or turn sheet rows into portal records. If you want a portal generated from spreadsheet rows, a no-code builder such as Softr or Noloco fits better. To bring a client list into AgencyPro once, download the sheet as CSV (File > Download > Comma-separated values) and upload it under Imports > Clients.
Key features
Benefits for your agency
How agencies use Google Sheets with AgencyPro
A reporting sheet per client
Keep each client's monthly KPIs or keyword rankings in their own sheet and connect it to that client's organization. They open Reporting in the portal and only see their sheet.
A shared content calendar
Share an editable calendar sheet so clients can add approval dates themselves. Editing needs a Google account with edit access to the sheet.
A paid-invoice log for your bookkeeper
With Zapier on the Plus plan, Invoice Updated in AgencyPro, filtered to status paid, adds a row with the paid date, client and total. Your bookkeeper reads the sheet instead of logging in to AgencyPro.
How to set up Google Sheets
- In Google Sheets, click Share and set General access to Anyone with the link: Viewer, or Editor if clients should edit. Copy the link.
- In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
- Choose Google Sheets, enter a navigation label such as Reporting, and paste the share URL.
- Choose the scope: one sheet for all clients, or connected to each organization separately so each client gets its own sheet URL.
- Set the extension to show in the client portal, enable it and save.
- Open the portal as a test client (or use impersonation) and check the sheet loads before you tell clients about it.
Frequently asked questions
Do clients need a Google account to see the sheet?
Not to view it. If link sharing is set to Anyone with the link can view, clients see the sheet without signing in. To edit, they must be signed in to a Google account with edit access, and some browsers block Google sign-in inside embedded pages, so test with a client login first.
Can each client see only their own data?
Yes, if each client has a separate sheet and you connect the extension to each organization separately. AgencyPro does not filter rows inside one sheet, so never put several clients' data in a sheet you show to one of them.
Is an Anyone with the link sheet private?
Only as private as the URL. Anyone who gets the link can open the sheet outside AgencyPro. For sensitive data, share the sheet with each client's Google account instead of using link sharing.
Does AgencyPro write data into Google Sheets?
Not through the extension, which only displays the sheet. Automatic rows need the AgencyPro app on Zapier (Plus plan), using a trigger such as Client Created, or Invoice Updated filtered to status paid, with Google Sheets' Create Spreadsheet Row action.
Which plan do I need?
Portal extensions, including Google Sheets, are on the Pro ($79 a month) and Plus ($149 a month) plans. The Zapier connection is on Plus only.
More Extensions integrations
Airtable
Show an Airtable shared view or form as a page in your client portal with AgencyPro's Airtable extension (Pro and Plus plans).
Calendly
Let clients book calls from your portal. AgencyPro's Calendly extension shows your booking page as a portal page (Pro and Plus).
Typeform
Put a Typeform inside your client portal, such as a brief or feedback survey, with AgencyPro's Typeform extension (Pro and Plus).
Ready to get started?
See how Google Sheets fits into your AgencyPro setup, or ask us which plan you need.