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:

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How Does SyncWith Work?

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

Open the SyncWith app

Select or search for Facebook Ads

Configuring your Facebook Ads Report

After selecting Facebook Ads you’ll see a configuration screen like the following:

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

Click the Connect to Facebook button

A webpage in will open to Facebook requesting permissions for SyncWith to access your data

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

Click OK and then go back to Excel

You will need to reload the connections by closing and reopening the app - future connections to Facebook will just work

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

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.

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

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

Other Options

Filter by campaigns

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

Filter by various dimensions

Use the filter drop down to select a dimension to filter by, for example

Country = Canada

Ad ID contains test

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

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

Click the Save button

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

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:

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