Plutio + Google Sheets Integration (2026)

Build custom reports and dashboards beyond Plutio's native reporting. When events happen in Plutio (invoice paid, client added, time logged), Zapier adds a row to your Google Sheet automatically. Over time, you build a complete record you can analyze however you want.

Google Sheets gives you pivot tables, charts, and formulas to slice data in ways Plutio's built-in reporting does not cover. Share with your accountant or partners who do not need Plutio access.

Google Sheets is free with any Google account. Combined with Zapier's free tier (100 runs/month), you can build custom reporting at zero cost.

Last updated January 2026

Plutio

Google Sheets

Export data

Via Zapier

10 min setup

What is Google Sheets

Google Sheets is a free spreadsheet application included with every Google account. Google Sheets runs in your browser and syncs across devices. Freelancers and agencies use Google Sheets for financial tracking, client lists, project timelines, and custom reports. Features include formulas, pivot tables, charts, and sharing with view-only or edit permissions.

TLDR (summary)

Plutio connects to Google Sheets through Zapier. When Plutio events occur (invoice created, payment received, new contact added), Zapier adds a row to your spreadsheet with the event data. Build any report using spreadsheet formulas.

Key facts: uses Zapier (no native integration), Google Sheets is free, Zapier free tier covers 100 runs/month, log any Plutio event to any spreadsheet, share reports with your accountant, setup takes 10 minutes.

Your accountant can access spreadsheet data without needing a Plutio account.

Popular reports

What Plutio data can you log to Google Sheets

Any Plutio event can add rows to your spreadsheet. Create separate sheets for different data types, or combine everything into one master log.

Invoice logging

Every invoice you create in Plutio logs to a spreadsheet with client name, invoice number, amount, line items, issue date, and due date. At year end, export the sheet for tax preparation. Your accountant sees every invoice without needing Plutio access.

Payment tracking

When clients pay invoices, log payment date, amount, payment method, and invoice reference. Build a cash flow report showing when money actually arrived, not just when invoices were sent. Compare invoiced amounts to collected amounts to find outstanding payments.

Time entry export

Log hours worked with project, client, date, description, and rate. Build custom timesheets grouped by client or project. Calculate utilization rates, billable percentages, or compare estimates to actual hours. Export specific date ranges for client billing.

Client tracking

New contacts create rows with name, email, company, source, and date added. Build a lead pipeline spreadsheet showing where clients come from and how they progress. Filter by source to see which marketing channels bring the most clients.

Project logging

Track project creation dates, budgets, statuses, and completion. Build a portfolio log showing all work completed over time. Calculate average project values, durations, or revenue by client.

How should I set up my spreadsheet?

Create your spreadsheet with column headers before setting up the automation. Clear structure makes the logged data immediately useful.

Column headers

Create columns that match the data you want to log. For an invoice sheet: Invoice Number, Client Name, Amount, Issue Date, Due Date, Status. For a payment sheet: Payment Date, Invoice Number, Client, Amount, Method. Zapier maps Plutio fields to these columns during setup.

One sheet per data type

Most users create separate spreadsheets or worksheets for different data: Invoices, Payments, Time Entries, Clients. This keeps each report focused and makes filtering easier. You can always combine data using formulas that reference other sheets.

Date formatting

Use consistent date formats across all columns. YYYY-MM-DD sorts chronologically and works well with spreadsheet date functions. Configure Zapier to format dates consistently during mapping.

Create your spreadsheet structure before setting up Zapier. Having columns ready makes mapping straightforward. Changing column names after setup requires updating the Zapier workflow.

Example invoice sheet structure

Column A: Invoice Number
Column B: Client Name
Column C: Amount
Column D: Issue Date
Column E: Due Date
Column F: Status
Column G: Paid Date (filled when payment logs)

What analysis can I do with logged data?

Logged rows are regular spreadsheet data. Use any formula, pivot table, or chart to analyze your business.

Revenue calculations

Use SUMIF to calculate monthly revenue: =SUMIF(D:D,"2026-01*",C:C) sums all amounts where the date starts with January 2026. Build a monthly revenue summary that updates automatically as new invoices log.

Client lifetime value

Pivot tables group invoices by client and sum totals. See which clients generate the most revenue over time. Identify your top 10 clients by lifetime value or find clients who have not ordered recently.

Utilization reports

For time tracking, calculate billable hours divided by total hours. See utilization rates by week, month, or project. Compare actual hours to estimated hours to improve future estimates.

Cash flow charts

Create charts showing revenue over time using the Date and Amount columns. Visualize seasonal patterns, growth trends, or compare year-over-year performance. Share these charts with business partners.

Start simple with basic SUM formulas. Add pivot tables and charts as you collect more data. A few months of logged data reveals patterns that are not obvious day to day.

How do freelancers use Google Sheets with Plutio?

Different freelancers build different reports. The common thread is getting Plutio data into a format they can analyze and share.

Consultants tracking revenue

Consultants log every invoice to a master spreadsheet. Pivot tables show revenue by month, quarter, and year. Charts visualize growth trends. At tax time, they filter to the year's invoices and export for their accountant. The consultant can answer "how much did I make last quarter?" in seconds.

Agencies tracking team utilization

Agencies log time entries for all team members. Spreadsheet formulas calculate billable percentages by person, project, and client. Managers see who is overloaded and who has capacity. Monthly reports compare actual hours to project budgets.

Designers tracking project history

Designers log completed projects with client, type, budget, and completion date. Over time, the spreadsheet becomes a portfolio log showing all work done. They can calculate average project values, see which project types are most profitable, and identify their best repeat clients.

Bookkeepers reconciling payments

Bookkeepers log payments from Plutio alongside bank data. Formulas match payments to invoices using invoice numbers. Discrepancies are highlighted automatically. The reconciliation happens in a spreadsheet the accountant already knows how to use.

How do I connect Google Sheets to Plutio?

Use Zapier to bridge Plutio and Google Sheets. Choose what Plutio event adds rows, configure which spreadsheet receives data, map the fields, and activate.

Step by step setup

Step 1: Create your spreadsheet in Google Sheets first. Add column headers for the data you want to log (Client Name, Amount, Date, etc.). The headers must exist before Zapier can map to them.
Step 2: Create a free Zapier account at zapier.com if you do not have one. Sign in and click "Create" to start a new automated workflow.
Step 3: Choose Plutio as the starting app. Select the event that should log data: New Invoice, Invoice Paid, New Contact, New Time Entry, etc.
Step 4: Connect your Plutio account when Zapier prompts.
Step 5: Choose Google Sheets as the action app. Select "Create Spreadsheet Row" as the action.
Step 6: Connect your Google account. Select the spreadsheet and worksheet where data should log.
Step 7: Map Plutio fields to your spreadsheet columns. Client Name goes to the Client Name column, Amount goes to Amount, etc.
Step 8: Test the workflow. Create a test invoice in Plutio and verify a row appears in your spreadsheet. Then activate the automation.

Create separate Zapier workflows for different data types: one for invoices, one for payments, one for time entries. Each can log to the same spreadsheet (different worksheets) or separate spreadsheets.

What if my Google Sheets automation breaks?

Check Zapier's Task History first because the log shows exactly which sync failed and why. Most issues come from spreadsheet structure changes.

Common issues and fixes

"Spreadsheet not found": The spreadsheet may have been moved, renamed, or deleted. Reselect it in your Zapier workflow configuration.
"Column not found": You renamed or deleted a column that Zapier was mapping to. Update the column name back to the original, or update the Zapier mapping to use the new column name.
"Authentication expired": Google tokens expire periodically. Go to Zapier's My Apps section, disconnect Google Sheets, and reconnect it.
"Row not created": The worksheet may have been deleted or renamed. Reselect the correct worksheet in Zapier.
"Wrong data in columns": The field mapping may be misaligned. Review the Zapier workflow and verify each Plutio field maps to the correct spreadsheet column.

Turning off the automation does not delete your spreadsheet data. All rows logged before disconnecting remain in the spreadsheet permanently.

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Google Sheets integration questions

Is there a native Google Sheets integration?

Not currently. Use Zapier to connect Plutio and Google Sheets. Setup takes about 10 minutes and works with Zapier's free tier.

Is Google Sheets free?

Yes. Personal Google accounts include 15 GB free storage shared with Drive. Google Workspace offers more storage starting at $6/user/month.

What Plutio data can I log?

Invoices, payments, clients, projects, tasks, time entries, proposals. Any Plutio event can log data to Sheets. Create separate workflows for each data type.

Can I update existing rows instead of adding new ones?

Yes. Use Zapier's "Update Row" action with a lookup column (like invoice number). Most users add new rows and aggregate with formulas. Lookup requires paid Zapier.

Can I use multiple spreadsheets?

Yes. Create separate Zapier workflows for different data types. Each can log to its own spreadsheet or different worksheets in the same spreadsheet.

Can I use formulas and charts on logged data?

Yes. Logged data is regular spreadsheet data. Add any formulas, pivot tables, or charts. Build dashboards that update automatically as new data logs.

Can I share the spreadsheet with my accountant?

Yes. Share via Google's standard sharing. Your accountant can view or edit without needing Plutio access. New data syncs automatically.

Is there a delay between Plutio events and logging?

Zapier checks for events every 1-15 minutes depending on your plan. Free plans check every 15 minutes. Paid plans check more frequently.

How much does Zapier cost?

Zapier's free tier includes 100 automation runs per month and 5 active workflows. Paid plans start at $19.99/month for more runs and faster checking.

What if the automation fails?

Zapier logs failed runs with error details. View the error, fix the issue, and replay failed runs from the dashboard. No data is permanently lost.

Can I log to existing spreadsheets?

Yes. During setup, select any spreadsheet in your Google Drive. Just make sure the spreadsheet has column headers matching the data you want to log.

What columns should I create?

Create columns matching your data needs: Client Name, Amount, Date, Status. Zapier maps Plutio fields to your columns during setup.

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