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 optionsThe tools behind the month
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.
Prepared numbers,
ready to import.
Send leads and
numbers by webhook.
Keep the source.
Add your perspective.
Choose the client’s account, store or property. Connect with platform sign-in, API credentials or the WordPress plugin.
Find your connectionPrepare dated numeric columns from your source exports, including Amazon. Upload CSV or Excel, then choose those numbers in the builder. Amazon is an upload route, not a native connection.
See the upload formatAn HTTP step in Make, n8n or your own workflow can send leads and custom numbers to a client’s Monthwrap workspace. Choose the client destination and map the fields your workflow sends.
Explore the workflow routeUse a connection where it fits. Bring your own numbers when the client’s work lives somewhere else.
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 optionsUpload 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 formatUse 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 fitsConnection guide
Find platform connections, database queries, file uploads and workflows. Each guide shows what arrives, how it updates, and what you need to connect.
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.
Spend, clicks, impressions and conversions.
Choose an advertising account you manage, directly or through a manager account.
Local advertising results and lead activity.
Use the Google Ads account behind the client’s Local Services campaigns.
Paid social spend and ad account results.
Connect with a Meta account that has access to the client’s ad account.
Impressions, clicks, spend and conversions.
Connect with a Microsoft account that has access to the client’s advertising account.
Spend, impressions, clicks, conversions and leads.
Use a LinkedIn member with access to the client’s ad account.
Spend, impressions, clicks and conversions.
Choose an advertiser account your TikTok for Business login can access.
Spend, impressions, clicks and conversions.
Use the business account running the client’s ads.
Impressions, swipes and spend.
Connect with a user who belongs to the client’s ad account.
Impressions, clicks and spend.
Connect accounts belonging to the client’s Reddit Ads business.
Spend, impressions, clicks and platform-reported conversions.
Requires an eligible Ads Manager account and its advertiser API key. A standard OpenAI model API key cannot connect an ad account.
Website traffic and visitor activity.
Select the client’s GA4 property using a Google account with reporting access.
Organic search visibility and traffic.
Use a Google account with access to the client’s Search Console property.
Local discovery and Business Profile activity.
Connect the client’s location using an owner or manager account.
Organic keyword and traffic estimates.
Connect with API access and available API units, then choose the domain you report on.
Organic keywords, traffic estimates and Domain Rating.
Requires an API-enabled account and a valid key. Choose the client’s domain.
Average position and top-10 keyword counts.
Use an API key with access to the client’s project.
Local rankings, grid results and review metrics.
Requires a plan with API access. Select the client’s location.
Search clicks and impressions.
Use a key belonging to a user who can access the verified site.
Sessions, users, rage clicks and dead clicks.
Data begins when connected; this connection cannot fill older months.
Inbound call leads.
Choose the client’s company. Platform API access and usage limits apply.
Contacts, won opportunities and open pipeline.
Use the client sub-account’s private integration token and location ID.
Contacts, won deals and won deal value.
The key needs read access to contacts and deals in the client’s account.
Call and form leads.
Choose a client profile available to the agency or profile key.
Inbound call leads.
Use credentials for the client account or an agency account that can see it.
Scheduled-event leads.
An owner or admin token can report the organization; member tokens report their own bookings.
Leads and won opportunity values.
The client’s admin installs and authorizes the Monthwrap app for the organization.
Client leads, jobs and job value.
An account admin authorizes reporting access for the client’s business.
Orders, sales and supported store activity.
The store owner sets up read access using its own app credentials. This is not a one-click public app installation.
Orders and sales.
Use a read-only WooCommerce key for the client’s HTTPS store.
Email events, recorded orders and order value.
Use a key with account and metric read access. Recorded order value is not necessarily email-attributed revenue.
Sends, opens, clicks and unsubscribes.
Select the client audience available to your API key.
Sends, opens, clicks and unsubscribes.
Use the API URL and key from the client’s account.
Sends, opens, clicks and unsubscribes.
Sign in with an account that can access the client’s email campaigns.
Page activity and permitted lead-form responses.
Use an account with Page access and lead permissions for any connected lead forms.
Views, reach, profile activity and follower growth.
Connect a business or creator account linked to a Facebook Page.
Page impressions, clicks, engagement and followers.
A Page administrator authorizes reporting access.
Channel performance metrics.
Connect as an owner or manager of the client’s channel.
Public video activity and followers.
The account owner authorizes public-video reporting. Private videos stay excluded.
Impressions, saves and clicks.
Connect the client’s business account. The source supports roughly 90 days of recent history.
Website work and supported form leads.
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.
Supported website form leads.
Add the client’s snippet to the website and check that its forms are being captured.
Your own dated numeric results.
Upload CSV or .xlsx with dates first and one named number per column. Review the file and number settings before import.
Sales, units and ad spend that you prepare.
No native Amazon connector. Prepare dated numeric columns from your exports before uploading; raw Amazon reports are not automatically mapped.
Dated custom numbers from a spreadsheet.
Use a Google account that can open the sheet. Put dates in column A and metric names in row 1.
Leads and custom numeric results from your scenarios.
Use Make’s HTTP module to send the agreed fields to the client’s Monthwrap webhook. This is not a native Make marketplace app.
Leads and custom numeric results from your workflows.
Use an HTTP Request node and map the expected fields to the client’s webhook. No native Monthwrap node is required.
Leads and custom numeric results from your own systems.
Send the supported payload to the correct client’s webhook. Configure authentication, date fields and retry handling in your sending system.
Leads and custom numeric results.
Connect a client destination, then use Add Lead, Record Numbers or Count Something in your Zap.
Dated business totals from a read-only query.
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.
Custom numbers from the client’s Supabase Postgres data.
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.
Dated numeric results from the client’s warehouse.
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.
Dated operational totals from MySQL or MariaDB.
Connect with read-only database credentials, preview a query returning dates and numbers, then save it on the client’s reporting source.
Business metrics defined by the client’s warehouse query.
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.
Custom report numbers from dated warehouse results.
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.
Try another name or category. You can also bring your own numbers in a prepared CSV or Excel file.
For the numbers you already have
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.
| Date | Product sales | Units | Ad spend |
|---|---|---|---|
| 2026-10-01 | 1500 | 65 | 210 |
| 2026-10-02 | 1620 | 72 | 225 |
| 2026-10-03 | 1485 | 66 | 198 |
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 columnsWhen your process is already in place
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 workspaceSample data
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.
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.
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.
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.
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
Connect what you can, add what you know, and build a report that earns its place in your client’s inbox.
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