AgencyAnalytics

You can use our AgencyAnalytics integration to embed client reports directly into your client portals for ease of access.

First, go to Integrations and activate the AgencyAnalytics integration:

Next, you’ll need to grab your API key from AgencyAnalytics and paste it in your integration settings.

To do this, log in as your Admin account on AgencyAnalytics, and navigate to your settings page → Click on Company Details from the sidebar and find the API Key on the bottom right of the page:

When a new order is placed, an AgencyAnalytics profile is automatically created for that client. Any reports you make available to them appear under the Reports menu in their client portal.

For existing customers, you’ll need to create a profile for them in AgencyAnalytics, and paste their AgencyAnalytics User ID into the CRM field on their client account in your workspace. You can also use the Sync Users page (available from the integration settings dropdown) to view all AgencyAnalytics users and their linked clients:

AgencyAnalytics allows you to display more than one report. Any reports you make available to a user in AgencyAnalytics will automatically show up in their portal.