The tools behind the month

Your clients’ tools.
One monthly report.

Stop rebuilding the month from screenshots and spreadsheets. Connect the client’s tools, let the supported sources record the work, and review the results in one place.

A place for every source.Choose a route to see how the data arrives.
Sample connections
Client accounts
Prepared files
Amazon exports
CSV or Excel

Prepared numbers,
ready to import.

Your workflows
Make
n8n

Send leads and
numbers by webhook.

monthwrapYour client’s workspace

Keep the source.
Add your perspective.

ResultsMetrics with a source
LeadsCalls, forms and contacts
WorkActivity and your own notes
Start with the client’s own accounts.

Choose the client’s account, store or property. Connect with platform sign-in, API credentials or the WordPress plugin.

Find your connection

More than one
way into the report.

Use a connection where it fits. Bring your own numbers when the client’s work lives somewhere else.

Connect the account.

Choose the client’s store, property or account. Use the platform’s sign-in, your own API credentials, or the Monthwrap website plugin.

Explore connection options

Bring the missing numbers.

Upload dated numeric results from a prepared CSV or Excel file. Keep marketplace sales, offline results and client-supplied figures in the same workspace.

See the upload format

Send from your workflow.

Use an HTTP webhook in Make, n8n or your own script to send leads and custom numbers for a client. Set up the fields once, then use your workflow.

See how it fits

Connection guide

Find your way in.

Find platform connections, database queries, file uploads and workflows. Each guide shows what arrives, how it updates, and what you need to connect.

54 connection options

Every connector is included in every plan. Use the client’s platform access or API credentials. Any API subscription or usage charges from that platform are separate.

Google Ads

Spend, clicks, impressions and conversions.

Google sign-in
Available
Connection details

Choose an advertising account you manage, directly or through a manager account.

Explore Google Ads

Local Services Ads

Local advertising results and lead activity.

Google sign-in
Available
Connection details

Use the Google Ads account behind the client’s Local Services campaigns.

Explore Local Services Ads

Meta Ads

Paid social spend and ad account results.

Meta sign-in
Available
Connection details

Connect with a Meta account that has access to the client’s ad account.

Explore Meta Ads

Microsoft Advertising

Impressions, clicks, spend and conversions.

Microsoft sign-in
Available
Connection details

Connect with a Microsoft account that has access to the client’s advertising account.

Explore Microsoft Advertising

LinkedIn Ads

Spend, impressions, clicks, conversions and leads.

LinkedIn sign-in
Available
Connection details

Use a LinkedIn member with access to the client’s ad account.

Explore LinkedIn Ads

TikTok Ads

Spend, impressions, clicks and conversions.

TikTok for Business sign-in
Available
Connection details

Choose an advertiser account your TikTok for Business login can access.

Explore TikTok Ads

Pinterest Ads

Spend, impressions, clicks and conversions.

Pinterest sign-in
Available
Connection details

Use the business account running the client’s ads.

Explore Pinterest Ads

Snapchat Ads

Impressions, swipes and spend.

Snapchat sign-in
Available
Connection details

Connect with a user who belongs to the client’s ad account.

Explore Snapchat Ads

Reddit Ads

Impressions, clicks and spend.

Reddit sign-in
Available
Connection details

Connect accounts belonging to the client’s Reddit Ads business.

Explore Reddit Ads

ChatGPT Ads

Spend, impressions, clicks and platform-reported conversions.

Advertiser API key
Available
Connection details

Requires an eligible Ads Manager account and its advertiser API key. A standard OpenAI model API key cannot connect an ad account.

Explore ChatGPT Ads

Google Analytics 4

Website traffic and visitor activity.

Google sign-in
Available
Connection details

Select the client’s GA4 property using a Google account with reporting access.

Explore Google Analytics 4

Google Search Console

Organic search visibility and traffic.

Google sign-in
Available
Connection details

Use a Google account with access to the client’s Search Console property.

Explore Google Search Console

Google Business Profile

Local discovery and Business Profile activity.

Google sign-in
Available
Connection details

Connect the client’s location using an owner or manager account.

Explore Google Business Profile

Semrush

Organic keyword and traffic estimates.

Agency API key
Available
Connection details

Connect with API access and available API units, then choose the domain you report on.

Explore Semrush

Ahrefs

Organic keywords, traffic estimates and Domain Rating.

Agency API key
Available
Connection details

Requires an API-enabled account and a valid key. Choose the client’s domain.

Explore Ahrefs

SE Ranking

Average position and top-10 keyword counts.

Agency API key
Available
Connection details

Use an API key with access to the client’s project.

Explore SE Ranking

BrightLocal

Local rankings, grid results and review metrics.

Agency API key
Available
Connection details

Requires a plan with API access. Select the client’s location.

Explore BrightLocal

Bing Webmaster Tools

Search clicks and impressions.

Agency API key
Available
Connection details

Use a key belonging to a user who can access the verified site.

Explore Bing Webmaster Tools

Microsoft Clarity

Sessions, users, rage clicks and dead clicks.

Project API token
Available
Connection details

Data begins when connected; this connection cannot fill older months.

Explore Microsoft Clarity

CallRail

Inbound call leads.

Agency API key
Available
Connection details

Choose the client’s company. Platform API access and usage limits apply.

Explore CallRail

GoHighLevel

Contacts, won opportunities and open pipeline.

Sub-account token
Available
Connection details

Use the client sub-account’s private integration token and location ID.

Explore GoHighLevel

HubSpot

Contacts, won deals and won deal value.

Service key or existing private app token
Available
Connection details

The key needs read access to contacts and deals in the client’s account.

Explore HubSpot

WhatConverts

Call and form leads.

API key and secret
Available
Connection details

Choose a client profile available to the agency or profile key.

Explore WhatConverts

CallTrackingMetrics

Inbound call leads.

API key and secret
Available
Connection details

Use credentials for the client account or an agency account that can see it.

Explore CallTrackingMetrics

Calendly

Scheduled-event leads.

Personal access token
Available
Connection details

An owner or admin token can report the organization; member tokens report their own bookings.

Explore Calendly

Salesforce

Leads and won opportunity values.

Salesforce sign-in
Available
Connection details

The client’s admin installs and authorizes the Monthwrap app for the organization.

Explore Salesforce

Jobber

Client leads, jobs and job value.

Jobber sign-in
Available
Connection details

An account admin authorizes reporting access for the client’s business.

Explore Jobber

Shopify

Orders, sales and supported store activity.

Store app credentials
Available
Connection details

The store owner sets up read access using its own app credentials. This is not a one-click public app installation.

Explore Shopify

WooCommerce

Orders and sales.

Store API key and secret
Available
Connection details

Use a read-only WooCommerce key for the client’s HTTPS store.

Explore WooCommerce

Klaviyo

Email events, recorded orders and order value.

Private API key
Available
Connection details

Use a key with account and metric read access. Recorded order value is not necessarily email-attributed revenue.

Explore Klaviyo

Mailchimp

Sends, opens, clicks and unsubscribes.

Agency API key
Available
Connection details

Select the client audience available to your API key.

Explore Mailchimp

ActiveCampaign

Sends, opens, clicks and unsubscribes.

API URL and key
Available
Connection details

Use the API URL and key from the client’s account.

Explore ActiveCampaign

Constant Contact

Sends, opens, clicks and unsubscribes.

Platform sign-in
Available
Connection details

Sign in with an account that can access the client’s email campaigns.

Explore Constant Contact

Facebook Pages

Page activity and permitted lead-form responses.

Meta sign-in
Available
Connection details

Use an account with Page access and lead permissions for any connected lead forms.

Explore Facebook Pages

Instagram

Views, reach, profile activity and follower growth.

Meta sign-in
Available
Connection details

Connect a business or creator account linked to a Facebook Page.

Explore Instagram

LinkedIn Pages

Page impressions, clicks, engagement and followers.

LinkedIn sign-in
Available
Connection details

A Page administrator authorizes reporting access.

Explore LinkedIn Pages

YouTube

Channel performance metrics.

Google sign-in
Available
Connection details

Connect as an owner or manager of the client’s channel.

Explore YouTube

TikTok

Public video activity and followers.

TikTok sign-in
Available
Connection details

The account owner authorizes public-video reporting. Private videos stay excluded.

Explore TikTok

Pinterest

Impressions, saves and clicks.

Pinterest sign-in
Available
Connection details

Connect the client’s business account. The source supports roughly 90 days of recent history.

Explore Pinterest

WordPress

Website work and supported form leads.

Monthwrap plugin
Available
Connection details

Install the free plugin from wordpress.org (Plugins → Add New Plugin, search “Monthwrap”) or download it from your workspace, then connect the client’s website.

Explore WordPress

Website snippet

Supported website form leads.

Site installation
Available
Connection details

Add the client’s snippet to the website and check that its forms are being captured.

Explore Website snippet

CSV / Excel

Your own dated numeric results.

File upload
Available
Connection details

Upload CSV or .xlsx with dates first and one named number per column. Review the file and number settings before import.

Explore CSV / Excel

Amazon marketplace data

Sales, units and ad spend that you prepare.

Prepared CSV / Excel upload
Available
Connection details

No native Amazon connector. Prepare dated numeric columns from your exports before uploading; raw Amazon reports are not automatically mapped.

Explore Amazon marketplace data

Google Sheets

Dated custom numbers from a spreadsheet.

Google sign-in and sheet link
Available
Connection details

Use a Google account that can open the sheet. Put dates in column A and metric names in row 1.

Explore Google Sheets

Make

Leads and custom numeric results from your scenarios.

HTTP webhook
Available
Connection details

Use Make’s HTTP module to send the agreed fields to the client’s Monthwrap webhook. This is not a native Make marketplace app.

Explore Make

n8n

Leads and custom numeric results from your workflows.

HTTP webhook
Available
Connection details

Use an HTTP Request node and map the expected fields to the client’s webhook. No native Monthwrap node is required.

Explore n8n

Inbound webhooks

Leads and custom numeric results from your own systems.

HTTP webhook
Available
Connection details

Send the supported payload to the correct client’s webhook. Configure authentication, date fields and retry handling in your sending system.

Explore Inbound webhooks

Zapier

Leads and custom numeric results.

Workflow connection
Available
Connection details

Connect a client destination, then use Add Lead, Record Numbers or Count Something in your Zap.

Explore Zapier

PostgreSQL

Dated business totals from a read-only query.

Database credentials and saved query
Available
Connection details

Connect with a dedicated read-only database user, preview a query returning a date followed by numeric columns, then save it on the client’s source.

Explore PostgreSQL

Supabase

Custom numbers from the client’s Supabase Postgres data.

Session pooler connection and saved query
Available
Connection details

Uses the IPv4 Session pooler and read-only database credentials, not a service_role API key. Connect the project, preview a dated numeric query and save it for the client.

Explore Supabase

Amazon Redshift

Dated numeric results from the client’s warehouse.

Warehouse credentials and saved query
Available
Connection details

A database administrator prepares read-only access and permitted network access. Preview and save the client’s reporting query. This is a warehouse connection, not an Amazon marketplace connector.

Explore Amazon Redshift

MySQL

Dated operational totals from MySQL or MariaDB.

Database credentials and saved query
Available
Connection details

Connect with read-only database credentials, preview a query returning dates and numbers, then save it on the client’s reporting source.

Explore MySQL

Google BigQuery

Business metrics defined by the client’s warehouse query.

Service-account key and saved query
Available
Connection details

Uses a service-account JSON key with read and query-job permissions. Preview and save a dated numeric query for the client. Google Cloud query costs apply.

Explore Google BigQuery

Snowflake

Custom report numbers from dated warehouse results.

Programmatic access token and saved query
Available
Connection details

Requires a read-only role, programmatic access token, warehouse and appropriate network policy. Connect, preview the dated numeric results and save the client’s reporting query.

Explore Snowflake

For the numbers you already have

A spreadsheet
still has a place.

Offline bookings, client-supplied totals, or prepared marketplace exports. Prepare the numbers you need, upload them for that client, then choose them in the report builder.

  1. Prepare your file.Dates in the first column. A name above each numeric column. Use CSV or the first worksheet of an .xlsx file.
  2. Review the file.Check the file and number settings before importing. CSV files include a row preview; Excel shows file details. Set money or latest-value reporting when needed.
  3. Explain the result.Add those metrics to the report and give the client the context. Keep sales and ad-attributed sales separate.
Read the Amazon agency example
CSV
marketplace-numbers.csvA prepared file, ready to review
Three illustrative days · amounts in USD
DateProduct salesUnitsAd spend
2026-10-01150065210
2026-10-02162072225
2026-10-03148566198
1 date column3 number columns

This is a format example, not a raw Amazon export. Replace the sample rows with your own dated numbers. New metrics total the month; ratios need a suitable calculation or latest-value setting.

Download the example CSV CSV / .xlsx · up to 5 MB · 5,000 rows · 50 numeric columns

When your process is already in place

Keep the workflow.
Give it a destination.

A booking form, an internal database or a custom automation can send leads and numbers to Monthwrap. Connect the HTTP step to the right client, map the expected fields, and check the result before relying on the flow.

Set up your workspace
New booking recordedYour form, CRM or internal system
Send the agreed fieldsHTTP step in Make, n8n or a script
The right client in MonthwrapLead records or custom numbers

Sample data

A few things to know.

How often does data update?

Connected reporting sources sync daily, and you can refresh a source from its client workspace. WordPress sends recorded activity in the background. Uploads update when you import a file; webhooks follow your workflow’s timing. Each guide lists the source’s refresh behavior.

Can I pull earlier months?

Choose an earlier month when refreshing a source. Coverage follows the platform’s history and your account access. Clarity starts collecting when connected, and the WordPress plugin begins recording when activated. Prepared uploads can include earlier dated numbers you already have.

Is every connector included in my plan?

Yes. Starter, Growth and Scale include every connector. The connected platform may require its own API access or paid plan. See the plans and tracking allowances.

Which sources record work automatically?

WordPress records publishing, page edits, plugin and core updates, supported backups and more. Business Profile, Facebook Pages, Instagram, YouTube, TikTok and Shopify also bring supported activity into the work log. Add other work yourself. See what the WordPress plugin records.

What happens if I correct an uploaded number?

Uploading the same date and metric replaces the earlier uploaded value instead of adding it twice. Keep one consistent source for each number you report.

Start with one client

Bring the numbers.
Make the month clear.

Connect what you can, add what you know, and build a report that earns its place in your client’s inbox.

14-day free trial. No card needed.

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