Facebook Integration for Excel

 
It makes a tonne of sense to track your Facebook and Instagram ad spend in Excel. We’re going to learn how to instantly sync our facebook spend and facebook leads and build an incredible Facebook Ads reporting template.

Facebook for Excel - What We’ll Cover

  • Sync your Facebook and Instagram ads data to Excel with no code
  • Sync Facebook page and post insights to Excel
  • Refresh your facebook data instantly
  • We’ll use the SyncWith app for Excel (used by 100,000s of people across Google Sheets, Airtable, Data Studio and more)
  • Creating a Facebook Ads Template in Excel
  • Contact our support for fast help if you run into any issues
Follow along to get your Facebook ads data into Google Sheets:

Don’t have SyncWith?

  • SyncWith is a free Excel App
  • SyncWith allows you to move data from any API into Excel including marketing tools like Facebook, Tiktok, Hubspot and Google Ads - check out the 1000s of api integrations we support
  • ⭐️⭐️⭐️⭐️⭐️ Reviewed by hundreds of businesses

How Does SyncWith Work?

notion image

Connecting Facebook Ads to Excel

To import and sync Facebook Ads and leads to Excel we’ll be using the SyncWith addon (available for free in Microsoft’s AppSource). SyncWith makes it super easy to connect 1000s of APIs and databases to Excel. It’s trusted by over 100,000 businesses and it’s easy to use. It’s much better than a webhook as it can keep your data for any period synced to your spreadsheet.
Once you have the SyncWith app installed you can select one of the many Facebook APIs in this case Facebook Ads
  1. Open the SyncWith app
  1. Select or search for Facebook Ads
 
notion image

Configuring your Facebook Ads Report

After selecting Facebook Ads you’ll see a configuration screen like the following:
notion image
Give your connection a good name ( you may end up having many connections - sometimes many to the same service - eg for Facebook Ads you might have connections for :
  • Leads
  • Campaign Performance - last 30 days by day
  • Campaign performance last year by month
Each connection will push data to a new sheet in your spreadsheet.

Authenticating Facebook

  1. Click the Connect to Facebook button
notion image
  1. A webpage in will open to Facebook requesting permissions for SyncWith to access your data
notion image
  1. Accept all the permissions and pages you want SyncWith to pull data from and you’ll get a message letting you know you’re connected
notion image
  1. Click OK and then go back to Excel
  1. You will need to reload the connections by closing and reopening the app - future connections to Facebook will just work
  1. You should now see your account connected with an authorized Facebook user, go ahead and select a Facebook Ad Account you wish to report on
notion image
 

Choose a Reporting Time Frame

You can choose from a wide range of default reporting time frames as well as dynamic ones. Some marketers and agencies might report on the last 21 weeks of data. You may or may not want to see the current day in the reporting period.
All are possible with the date range picker. Popular options include:
  • Last 30 days
  • Last 90 days
  • Last Month, Last 3 Months
  • Month to Date
You may create multiple connections with different date ranges, for instance if you’re building a dashboard you might want to know your total ad spend in the last month, 3 months and year. You can create 3 queries to pull each of these numbers.
notion image

Choosing Your Dimensions

Dimensions are important if you want to pivot your data to see how different groups of users perform, for example:
  • I want to see how my ad sets perform across gender, age and country so I can prune poorly performing ones
  • I want to differentiate between the performance of different ad types in my campaigns
  • I want to understand which countries have the best engagement in my videos
  • I want to group my daily ad spend by
  • If you want to differentiate ads on Instagram vs Facebook then you’d use Publisher Platform
notion image

Choosing Your Metrics

Now that you’ve selected the dimensions you want to report along - eg the things you’re interested in.
Popular metrics include:
  • CPC
  • CTR
  • CPM
  • Spend
  • Impressions
  • App Installs
  • Clicks
It’s important to note that some metrics are computed like CTR, CPM and Frequency are computed which means you won’t be able to roll them up directly - but you can if you compute them in a roll up.
Eg if you have a data table with CTR by country you can’t just average all the CTRs to get your average CTR you need to sum all the link clicks and sum all the impressions and then calculate the average CTR. Good to keep in mind when you’re deciding how to report
notion image
 

Other Options

Filter by campaigns

  • Limiting your request to specific campaigns can be very helpful in reporting and organizing your spreadsheet
notion image

Filter by various dimensions

Use the filter drop down to select a dimension to filter by, for example
  • Country = Canada
  • Ad ID contains test
notion image

Set a default sort

Makes sense to create a sort for your results, typically you want to see the items you’re spending the most money on, so in this case we’ve selected sorting by Spend Descending
notion image

Synching the Data to your Spreadsheet

Now that you’ve gotten your request configured it’s time to pull the data into our excel spreadsheet
  1. Click the Save button
notion image
  1. SyncWith will begin creating the connection, creating a new table in the base and importing the requested data, you see the Save button grey out and change to Saving
notion image
  1. Once complete the configuration screen will close, a new sheet will be created with the same name as the connection and the results will be updated:
notion image
  1. The extension will also add the new report to a list of existing reports, each report has a context menu allowing you to Edit or Delete the report

Editing / Deleting Your FB Ads Connection

You can edit any of your connections with the context menu using the Edit and Delete options.
notion image

Refreshing Facebook Ads Data

You can refresh the data by hitting the Refresh button.
notion image

Connecting the Facebook Page Insights API to Excel

  1. Click New report
  1. Search for Facebook
  1. Select Facebook Page Insights
notion image
  1. Configure the Page Insights connector
  1. Click Save

Connecting the Facebook Post Insights API to Excel

  1. Click New report
  1. Search for Facebook
  1. Select Facebook Post Insights
notion image
  1. Configure the Post Insights connector
  1. Click Save