Microsoft Excel Reporting Tool

Frequently Asked Questions

• Can I report on data from platforms Swydo does not natively integrate with?

  Yes. Add data from a third-party platform, CRM, or internal system to an Excel workbook, then connect that workbook to Swydo. This lets you report on data that does not have a native Swydo integration.

• Do I need a Microsoft Business account to use the Excel integration?

  Yes. The integration requires a paid Microsoft Business account. Personal Microsoft accounts are not supported.

• How should I format my Excel workbook for Swydo?

  Follow four rules. Use the first row for unique field or column names, since these become your metric and dimension names. Do not use merged cells. Format number, currency, percentage, and date columns with the matching Excel format. Keep one dataset per sheet with no blank rows in the middle. If you change column names later, refresh the schema from the data source’s three-dot menu.

• Can I combine Excel data with other Swydo integrations?

  Yes. Excel data can appear in the same report or dashboard as data from integrations such as Google Ads, Facebook Ads, LinkedIn Ads, and Google Analytics 4.

• Should I use Excel or Google Sheets?

  Use the spreadsheet platform that fits your organization. Excel keeps Microsoft 365 teams in their existing workflow, while the Google Sheets integration provides comparable functionality for Google Workspace teams.

• Can I automate updates instead of uploading a file every month?

  Yes. Keep a live Excel workbook updated manually or with tools such as Microsoft Power Automate, Make, or Zapier, then use the connected workbook in recurring Swydo reports and dashboards. You do not need to upload a new file each month.

• How do I get started with Swydo?

  Sign up for a 14-day free trial or start a subscription. Then:

  • Add team members and set permissions.
  • Customize your account with your branding.
  • Add clients to organize and manage your reports.
  • Integrate integration, other data sources from 35+ platforms or upload your own via Google Sheets.
  • Create & share integration reports using templates or custom widgets.
• Do I need technical skills to use Swydo?

  No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

• How can I connect my integration account?

  For a quick overview on how to set up your integration account, check out the integration tutorial on our help center.

• What happens if an integration is not available?
  • You can integrate any data with Swydo using Google Sheets integration. 

  • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
  • This keeps your reports up to date with the metrics that matter most.
• Is my data secure with Swydo?

  Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

• Do you offer Report Filters?

  Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

  • integration Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
  • Date Filters: Filter integration data by custom date ranges or specific time periods (e.g., weekly, monthly).
  • Dimension Filters: Apply filters based on integration dimensions like campaign, ad group, or device.
  • Inclusion/Exclusion Filters: Specify which integration data to include or exclude from your reports.
• Can I have multiple integrations in the same report?

  Yes, you can combine integration data with multiple integrations into one comprehensive report. This allows you to:

  • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
  • Build a holistic view of your marketing performance in one place.

  Perfect for multi-channel campaigns and seamless reporting.

• Is my integration data automatically updated in Swydo?
  • Yes! Swydo always displays the most recent data provided by the integration API.
  • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
  • This ensures you’re always seeing the latest available integration data from your connected platforms.
• How does Swydo ensure my integration data connections stay reliable?

  Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

   

• What happens after my trial ends?
  • You will need to upgrade to a paid plan to continue using Swydo.
  • Your reports and data remain available for 90 days, giving you time to transition.
• What payment options do you accept?

  We accept credit cards (Visa, Mastercard & American Express) and PayPal.

• Can I cancel my subscription anytime?
  • Yes, you can cancel at any time.
  • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
  • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
  • Learn more here.
• Can I pause my subscription and reactivate it later?
  • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
  • You can resume anytime you’re ready.
• What happens to my data if I cancel or stop using Swydo?
  • Your integration reports and data stay available for 90 days after cancellation.
  • After 90 days, your account, data, and reports will be permanently deleted
• What type of support do you offer?
  • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
  • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
  • Visit our Help Center for documentation and FAQs.
• Do you offer any onboarding services?

  Yes! Our onboarding ensures a seamless start with:

  • Live demos with a specialist (book anytime).
  • Getting Started series with videos and articles.
  • Follow-up emails with tips and next steps.

  While Swydo is self-service, our support team is always available to help set up your first reports.