> ## Documentation Index
> Fetch the complete documentation index at: https://trakkr.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Google Sheets

> Sync your Trakkr data to Google Sheets automatically each day for easy analysis and reporting

<Info>
  Google Sheets sync is available on all paid plans (Growth and Scale). [Upgrade to access](/plans)
</Info>

## Overview

Google Sheets sync automatically exports your Trakkr data to a Google Sheet each morning, keeping your data fresh without manual exports. Perfect for building custom dashboards, client reports, or collaborative analysis.

### When to Use Google Sheets Sync

Google Sheets sync is ideal for:

* **Daily updates** - Automated data refresh every morning
* **Team collaboration** - Share live data with colleagues without Trakkr access
* **Simple dashboards** - Build charts and reports in familiar spreadsheet tools
* **Client reporting** - Keep client-facing sheets always current
* **No-code analysis** - Use spreadsheet formulas without programming

### Consider These Alternatives

<CardGroup cols={2}>
  <Card title="CSV Exports" icon="download" color="#0e9373" href="/csv-exports">
    **Better for**: One-time downloads, offline analysis, custom date ranges
  </Card>

  <Card title="API" icon="code" color="#0e9373" href="/api">
    **Better for**: Custom integrations, real-time data, automated workflows
  </Card>

  <Card title="Looker Studio" icon="chart-mixed" color="#0e9373" href="/looker-studio">
    **Better for**: Advanced visualizations, executive dashboards, no-code BI
  </Card>
</CardGroup>

## How It Works

Once configured, Trakkr syncs your data to Google Sheets automatically:

* **Daily sync**: Every morning after your Trakkr data updates
* **Three tabs**: One for each export format (Top-Level, Detailed, Raw Data)
* **Automatic refresh**: Data overwrites each day to stay current
* **Initial dump**: Immediate sync when you first set up the integration

## Setting Up Google Sheets Sync

<Steps>
  <Step title="Create a Google Sheet">
    Create a new, empty Google Sheet for your Trakkr data.
  </Step>

  <Step title="Share with Trakkr">
    Share your sheet (with editor permissions) with:

    [**google-sheets@trakkr-ai.iam.gserviceaccount.com**](mailto:google-sheets@trakkr-ai.iam.gserviceaccount.com)

    This service account needs access to write data to your sheet.
  </Step>

  <Step title="Navigate to Google Sheets integration">
    Go to **Integrations** → **Google Sheets** in Trakkr.
  </Step>

  <Step title="Paste your sheet URL">
    Copy your Google Sheet URL and paste it into the field. Click **Set up Sync**.
  </Step>

  <Step title="Wait for initial sync">
    Trakkr verifies permissions and performs an initial data dump. This takes about 1 minute to complete.
  </Step>
</Steps>

<Note>
  Trakkr checks that the service account has the correct sharing permissions before setting up the sync. If permissions are incorrect, you'll see an error message.
</Note>

## What Gets Synced

Your Google Sheet will contain three tabs, each with different data views:

### Tab 1: Top-Level

High-level performance metrics over time.

**Columns**:

* Date
* Brand
* Visibility
* Presence

**Best for**: Executive dashboards, trend charts, performance overviews

### Tab 2: Detailed

Prompt-level performance for in-depth analysis.

**Columns**:

* Date
* Prompt
* Tag
* Model
* Rank

**Best for**: Content optimization, prompt analysis, model-specific insights

### Tab 3: Raw Data

Complete competitive intelligence with full rankings.

**Columns**:

* Date
* Prompt
* Tag
* Model
* Rank1 through Rank10

**Best for**: Competitive analysis, market research, comprehensive data projects

## Managing Your Sync

### Viewing Sync Status

Once configured, the Google Sheets integration page shows:

* Your connected sheet URL
* **View Sheet**: Opens your Google Sheet in a new tab
* **Delete Sync**: Disconnects the integration

### Updating Your Sheet

To change which sheet receives data:

1. Click **Delete Sync**
2. Set up a new sync with a different sheet URL

<Warning>
  Deleting the sync stops automatic daily updates. Your Google Sheet will retain existing data, but no new data will be synced.
</Warning>

## Sync Timing

* **Daily sync**: Occurs each morning, immediately after Trakkr updates your data
* **Initial sync**: Runs within 1 minute of setup
* **Data refresh**: Overwrites existing data to ensure accuracy

<Tip>
  The sync happens automatically—no need to manually refresh or trigger updates.
</Tip>

## Use Cases

<AccordionGroup>
  <Accordion title="Client Reporting">
    Build custom client reports with Google Sheets formulas and charts. Data automatically updates each day without manual exports.
  </Accordion>

  <Accordion title="Team Collaboration">
    Share your synced Google Sheet with team members or stakeholders. Everyone sees the latest data without needing Trakkr access.
  </Accordion>

  <Accordion title="Custom Dashboards">
    Create personalized dashboards using Google Sheets charts, pivot tables, and conditional formatting. Data stays current automatically.
  </Accordion>

  <Accordion title="Data Analysis">
    Use Google Sheets formulas and functions to analyze trends, calculate growth rates, or identify patterns in your AI visibility data.
  </Accordion>

  <Accordion title="Automated Workflows">
    Connect your synced sheet to other tools via Zapier, Google Apps Script, or other automation platforms for advanced workflows.
  </Accordion>
</AccordionGroup>

## Permissions & Security

### Required Permissions

The Trakkr service account needs **Editor** access to:

* Write data to your sheet
* Create and update tabs
* Overwrite data during daily syncs

### Data Security

* **Service account**: Uses Google's secure service account authentication
* **Access control**: You control who can view your Google Sheet
* **Data privacy**: Only your Trakkr data is synced—no access to other sheets

<Note>
  The service account only has access to sheets you explicitly share with it. It cannot access any other files in your Google Drive.
</Note>

## Troubleshooting

### Sync Setup Fails

If you see an error during setup:

1. **Verify sharing**: Ensure you shared the sheet with `google-sheets@trakkr-ai.iam.gserviceaccount.com`
2. **Check permissions**: The service account needs **Editor** access, not just Viewer
3. **Confirm URL**: Make sure you copied the full Google Sheet URL
4. **Try again**: Delete the sync attempt and start over

### Data Not Updating

If your data isn't syncing:

1. **Check sync status**: Verify the sync is still active in the integration page
2. **Confirm timing**: Syncs happen in the morning—wait until after your Trakkr data updates
3. **Verify permissions**: Ensure the service account still has access to your sheet
4. **Re-sync**: Delete and recreate the sync if issues persist

### Missing Tabs

If tabs are missing or incorrectly formatted:

* **Delete old tabs**: Remove any manually created tabs with the same names
* **Re-run sync**: Delete the sync and set up again to regenerate tabs
* **Check permissions**: Ensure the service account can edit the sheet

## Tips for Using Synced Data

### Preserve Manual Work

If you add custom charts or formulas to your synced sheet:

* Create a separate tab for analysis—don't modify the synced tabs
* Use formulas that reference the synced tabs (e.g., `='Top-Level'!A:D`)
* This ensures your custom work isn't overwritten during daily syncs

### Combining Data

Use Google Sheets formulas to combine data from multiple tabs:

* **VLOOKUP**: Match data across tabs
* **Pivot tables**: Aggregate data from Raw Data tab
* **Charts**: Visualize trends from Top-Level tab

### Sharing with Stakeholders

When sharing your synced sheet:

* Set appropriate permissions (Viewer vs. Editor)
* Add a note explaining the sync timing
* Create a separate "Dashboard" tab for easy viewing

## Related Integrations

<CardGroup cols={2}>
  <Card title="CSV Exports" icon="download" color="#0e9373" href="/csv-exports">
    One-time CSV exports for offline analysis
  </Card>

  <Card title="API" icon="code" color="#0e9373" href="/api">
    Build custom integrations with programmatic access
  </Card>

  <Card title="Looker Studio" icon="chart-mixed" color="#0e9373" href="/looker-studio">
    Connect Google Sheets to Looker Studio for advanced dashboards
  </Card>
</CardGroup>