Getting started

Connect a source, pick accounts, schedule a sync and deliver your first data — in about five minutes.

1. Connect a data source

  1. 1Open Connect data in the dashboard and pick a platform — Facebook & Instagram Ads, Google Ads, GA4, Search Console and YouTube Analytics are live today.
  2. 2Click Connect and sign in on the platform's own consent screen. SpendMix only ever asks for read access to reporting data.
  3. 3Back in SpendMix, tick the ad accounts or properties you want to track. Only selected accounts are synced and counted.

2. Preview your numbers

Step 2 of the connect flow embeds the full Explorer: pick a level (account / campaign / ad), fields, breakdowns and a date range, and you'll see live numbers before sending them anywhere.

3. Schedule a sync

On the Sync page, schedule an automatic refresh — hourly, every 6 hours or daily. Synced data is served from cache, so dashboards and the API stay fast and you stay clear of platform rate limits. A daily account-level sync is created automatically when you connect a source.

4. Deliver it

  • Looker Studio — add the native connector and build live dashboards (guide).
  • Google Sheets — use the add-on or a scheduled push (guide).
  • Warehouses — push to BigQuery or your own PostgreSQL (guide).
  • Client reports — build a white-label report and email it on a schedule (guide).
  • API or AI — query over REST or connect Claude via MCP (guide).

Agencies: group accounts by client

On the Accounts page, organize accounts into account groups (one per client). Groups scope Explore queries, blended views and reports, and the API accepts group_id — so one query template serves the whole roster.

Connections occasionally need a re-login (expired or revoked platform tokens). The dashboard shows a Reconnect needed badge when that happens — one click fixes it, and your settings are kept.