How to Integrate Applications

2025-04-16

How to Automate Ad Report Creation by Integrating Google Ads and Microsoft Excel

k.hieda

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

  • Those who want to automatically upload files attached to Gmail to Dropbox
  • Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
  • Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Google Ads is renowned for its precise targeting capabilities and high conversion rates, making it widely used by many businesses. By integrating Google Ads with Microsoft Excel, you can centrally manage ad performance data and enhance operational efficiency. Traditionally, obtaining reports manually every day and reflecting them in Microsoft Excel required a lot of time and effort. Therefore, we have developed a flow bot to automate this process. This automation reduces working time and improves data accuracy. We will explain the simple setup method that requires no programming, so please read to the end.

Two Benefits of Automating the Process of Obtaining Reports from Google Ads Daily and Recording Them in Microsoft Excel

We considered this from the perspectives of advertising operators (PPC specialists) and project managers.

Benefit 1: Time Savings and Speeding Up Operations

Automation eliminates the need to manually download Google Ads reports and transcribe them into Microsoft Excel. As a result, advertising operators can save a significant amount of time, allowing them to focus on campaign optimization and strategy planning. Furthermore, by centrally managing data in Microsoft Excel, it becomes easier to analyze the results of multiple campaigns collectively, enabling efficient strategy reviews and next actions. Speeding up operations also leads to improved productivity for the entire team.

Benefit 2: Improved Data Accuracy for Reliable Decision-Making

Automation ensures that Google Ads reports are obtained regularly every day, and data for the same period is reliably accumulated. This reduces data omissions and errors from manual work, enhancing data reliability. Project managers can smoothly advance projects based on accurately accumulated data, expecting improved performance for the entire team. Additionally, utilizing the accumulated data facilitates smooth strategy reviews and effective improvements.

[About Yoom]

Here, we explain how to implement the automation of "obtaining reports from Google Ads daily and recording them in Microsoft Excel" using Yoom's templates without code.

You can try it from the free plan. Register now and get started!

Register for free on Yoom

How to Create an Integration Flow to Obtain the Latest Google Ads Reports and Notify Microsoft Excel

Things to Prepare in Advance

We have listed the items needed for the integration work.

Google Ads

  • Login Information
    • Please prepare an email address and password to link with your Google account
  • Property ID
  1. Log in to Google Ads and select the account with the property.
  2. Click the "Admin" button (gear icon) at the bottom left.
  3. Select the relevant property from the property column.
  4. Click "Property Settings" to display the "Property ID".

Microsoft Excel

Integration with Microsoft Excel is done using Microsoft SharePoint or OneDrive.

  • Microsoft365 login information
  • For this introduction, please prepare a test environment for Microsoft SharePoint.
    • Create a site
    • Upload the Microsoft Excel file to add records
      • Since the table recognizes the first row as the header, please create items in the first row columns.
      • Please insert a unique key in the items. If there are the same values, set it so that the system can identify which value by adding serial numbers, etc.

▼Example Creation (Setting the header to match the output makes it easier to set)

Step 1: Setting Up My App Integration

Here, we will set up the apps to be integrated with Yoom. Log in to the Yoom workspace and click new connection from the My Apps section!

A list of apps that can be connected with Yoom will be displayed. Search for the app to be connected from the search window at the top and proceed with My App registration.

Google Ads

Search for "Google Ads" and click the app name when it appears. When this screen is displayed, press the button to sign in to your Google account and proceed with the integration.

On the next screen, enter the email address and password for the account to be integrated.

Once logged in, proceed to grant permissions.

This completes the integration with Google Ads.

Microsoft Excel

Search for "Microsoft Excel" and click the app name when it appears to display this screen.

The registration of the My Apps to be used in this integration is complete.

Step 2: Copy Yoom's Template to My Project

Click this banner. The template will be copied to "My Project" in the Yoom workspace.

The template will be copied to my project. Click on the title within the red frame to navigate to the settings screen.

Step 3: Schedule Trigger "Every Day at 10 AM"

Click on the first process of the template. Here, you can set the frequency and timing for posting to Microsoft Excel.

(1/1) Specify Execution Time

The following items are pre-configured:

  • Title of the schedule trigger
  • Schedule settings

This time, it is set to start at 10 AM every day. You can change this timing according to your convenience. If you need detailed timing settings, you can use Cron.

>Learn more: How to set up Cron

→ Click Save

Step 4: Integrate with Apps "Get Account Report"

Click on the second process of the template! Here, you will set the information to be obtained from Google Ads.

(1/2) Select Linked Account and Action

The items displayed here are pre-configured.

  • Title of the app trigger
  • App
  • Account information linked with Google Ads
  • Trigger action

→ Click Next

(2/2) Select Linked Account and Action

  • Ad account ID
    • Displayed at the top right of the Google Ads management screen.
  • Start of period
    • Set the beginning of the measurement period. The format is "YYYY-MM-DD".
    • Click the edit field to open a dropdown. Embed the date reference code from the date tab. This time, it is set to extract data from yesterday to today.
  • End of period
    • In this setting, the last day is set to today. Specify the date from the dropdown, just like the start of the period, and embed today's reference code.

→ Click Test → Success, the relevant data has been extracted in the output.

→ Click Save

Step 5: Perform Calculation "Convert Costs to Standard Currency Units"

Click on the third template. It is pre-configured, but let's check the content.

(1/1) Set Operation Conditions

Google Ads reports usually record costs in "micro currency units". For Japanese yen, the advertising cost is converted to yen by dividing by 1,000,000.
This process is performed to notify in "yen". The formula is pre-configured, so proceed to the test as it is.

→ Test → Success, the result converted to yen is displayed in the output.

→ Save

Step 6: Integrate with Apps "Send Message"

Click on the fourth template. In this process, you will set the content to be posted to Microsoft Excel.

(1/2) Select Linked Account and Action

These items are pre-configured.

  • Title of the app trigger
  • App
  • Account information linked with Microsoft Excel
  • Trigger action

Database integration requires configuration.

  • File storage location
    • This time, we use Microsoft SharePoint, so open the dropdown and select SharePoint.
  • Site ID
    • Click the edit field, and the sites linked to the account will appear as candidates. Selecting one will quote the ID.
  • File name
    • The setting is optional.
  • Item ID
    • Click the edit field to open a dropdown, and the file names of Microsoft Excel within the selected site will be displayed. Selecting one will quote the ID.
  • Table range
    • Set in the format "column row:column row". This time, the table range is A to H, so enter A1:G1.

Once the database integration is complete, proceed to the next step.

→ Click Next

(2/2) Detailed Settings for Database Operations

The headers of the sheet linked in the previous screen are extracted and displayed as input items.

Fill in each edit field. Click the edit field to open a dropdown, and the output extracted from Google Ads will be displayed.

When you select the item to link to the sheet column, the reference code is embedded in the edit field. Embed the output in all items.

→ Click Test → Success

→ Save

Step 6: Turn the App Trigger 【ON】

Once all processes are configured, a complete screen will pop up.

Turn the trigger 【ON】 to start the flow bot.

<span class="mark-yellow">Automation was easily implemented without using programming.</span> You can confirm that the report obtained is recorded in the Microsoft Excel sheet.

This time, I tried quoting all the outputs for notification. In actual operation, please extract items as needed. Here is the template for this time.

Make the Most of It! 3 Automation Techniques Using Google Ads and Microsoft Excel

Google Ads and Microsoft Excel offer many other useful templates.

1.  Automatically Add Google Ads Reports to HubSpot Contacts

Automatically retrieve Google Ads campaign reports at specified times and add notes to HubSpot contacts. This allows the entire team to immediately share advertising results and proceed with data-driven, swift marketing strategies and sales activities.

2. Automatically Notify Google Ads Report to Slack Daily

At a specified time every day, the previous day's Google Ads report is automatically sent to Slack. The advertising operations team can easily check the latest data without any manual work. By sharing information in real-time on Slack, efficient ad operations are possible.

3. Automatically Record Google Analytics Reports in Microsoft Excel Daily

Automatically retrieve the latest reports from Google Analytics every day and record them in Microsoft Excel. By automating the data retrieval process, you can reduce manual effort, making data accumulation and sharing smoother. This saves work time and allows you to focus on solving issues.

Summary

Through this automation, it has become clear that the process of obtaining Google Ads reports and transferring them to Microsoft Excel can be streamlined. For advertising operators, this creates an environment where they can save time and focus on strategy planning and campaign optimization. Additionally, project managers can manage project progress more smoothly based on accurate data accumulated regularly. With Yoom, automation can be easily achieved without programming knowledge. This is a flowbot that I highly recommend for those looking to improve work efficiency.

Well then, see you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
Google Ads
Microsoft Excel
Automation
Automatic
Integration
App integration
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