KeepinCRM in Google Data Studio
There was no ready-made KeepinCRM connector for Data Studio, so we built one. Every night we read your account with its API key and deliver clean, report-ready tables to Data Studio.
No card required. Cancel any time.
What KeepinCRM data you get
Not raw API output — ready tables: client names already joined onto deals, currencies converted, dates in your time zone.
Your CRM custom fields come along too, with proper types: numbers as numbers, dates as dates.
- Clients
-
Client record, owner, creation date, total purchases.
- Deals and orders
-
Pipeline, stage, outcome, owner, amounts and margin — in both currencies.
- Payments
-
Income and expenses: account, category, date, amount.
- Products and services
-
SKU, price, cost, stock.
- Users
-
For reports broken down by owner.
- Order lines
-
What exactly was sold, how many and for how much.
- Calls
-
Direction, outcome, owner, telephony provider.
What is specific to KeepinCRM
- Deals with pipelines, stages, offices and outcome — won and lost
- Payments with accounts, categories and segments, including planned ones
- Deal lines linked to your materials catalogue: what exactly sold, at what margin
- Deal and client custom fields as separate columns with proper types
- USD or EUR deals also converted at the official rate of the deal day, not only at the fixed rate from your settings
- Telephony calls: direction, outcome and owner
Reports you can build
- Sales funnel by stage, manager and office
- Cash flow: income and expenses by category and account
- Margin by deal and by product
- Missed calls and manager workload
How to connect KeepinCRM
-
1/3
The KeepinCRM account owner creates an API key in the settings, API section.
-
2/3
You give us the key — never your CRM password. We only read data.
-
3/3
The first sync loads your full history; after that data refreshes every night.
KeepinCRM questions
Will our custom fields come along?
Yes. Deal and client custom fields become separate columns. A new field in the CRM shows up in reports after the next nightly sync.
How much history do we get?
Everything in your KeepinCRM: deals, clients and payments for all time.
We have several pipelines and offices.
Pipeline, stage and office are separate fields, so any report can be split by each of them.
Other CRMs