How to export report metrics to external spreadsheets

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Vitor

Last updated on Oct 14, 2026

To export metrics from Papo reports (https://papo.global/) to spreadsheets such as Excel or Google Sheets, you can use the platform's public API or configure webhooks that send data in real time to automation tools. This integration lets you create custom dashboards and analyses beyond the native panels, combining conversation information, agent performance, and sales funnel results.

Papo already offers a complete reports hub with views on service volume, SLA, conversions, and agent ranking. However, there are scenarios where you need to cross-reference this data with internal spreadsheets, calculate proprietary metrics, or consolidate information from multiple sources. Instead of exporting manually, the API and webhooks automate this flow.

Summary of export methods

Method	Best for	How it works in Papo
Reports API	Scheduled queries and custom dashboards	REST endpoints that return agent and CSAT metrics in JSON format; can be consumed by scripts or ETL tools.
Webhooks	Receiving real-time events (e.g., new closed deal)	Papo sends HTTP notifications to a configured URL whenever a certain event occurs, such as a sale moved to "Won" in Kanban.
Manual export (via interface)	One-off, quick analyses	Inside the Reports module, you can view and copy data, but there is no direct download button for CSV. The API is the recommended route for exporting larger volumes.

How to export metrics with the Papo API

The Papo API allows you to programmatically access the same data you see in reports. Currently, endpoints are available to query performance summary by agent and satisfaction metrics (CSAT). To consume this data in spreadsheets:

Generate your API credentials
Go to the API settings in your Papo account and create a public/private key pair. This process is detailed in the article How to generate a public key and a secret key for the Papo API.
Choose the consumption tool
You can use Google Sheets with Apps Script, an automation platform such as N8N or Zapier, or even an Excel spreadsheet with Power Query queries. The important thing is that the tool can make authenticated HTTP requests.
Build the request
Conceptual example: to get performance by agent, make a GET call to the corresponding endpoint (the exact documentation is available in the Papo API portal). Pass the authentication keys and, if desired, period parameters (since and until in Unix timestamp).
Turn the data into a table
The response will come in JSON with fields such as resolved_count, sla_percentage, and avg_first_response_time. In your spreadsheet, structure this data into columns and, if necessary, automate updates with time-based triggers.

Complete instructions with endpoints, parameters, and sample code are in the official Papo API documentation, accessible after login.

How to use webhooks to feed spreadsheets in real time

If your need is to capture sales events or conversation updates immediately, webhooks are the best option. In Papo, you can configure destination URLs where the platform will send notifications when a relevant action occurs, such as a deal moved to the "Won" column in Kanban.

To integrate this with spreadsheets:

Use an automation tool as an intermediary
Because the webhook sends data to a URL, you need a receiver that interprets it and inserts it into the spreadsheet. The guide to sending new contact data to Google Sheets via webhook explains the basic principle, which can be adapted for sales events.
Configure the webhook in Papo
In your account settings, enter the URL generated by the intermediary tool (N8N, Zapier, etc.). There you can map which event should trigger the send (for example, "deal closed").
Structure the spreadsheet automatically
Each new event will add a row to your spreadsheet with data such as deal value, contact, responsible agent, and date. With this, you build an incremental history for funnel and commission analyses.

Who this export is useful for

Data and BI analysts: who need to cross-reference service metrics with data from other sources (ERP, external CRM) using tools such as Power BI or Google Data Studio.
Financial managers: who want to calculate commissions based on Kanban winnings in an automated way.
Operations teams that already have external dashboards: and want to feed those panels with conversation data without leaving their current flow.
Teams that need custom reports: that go beyond the standard templates in Papo's Reports module.

Does Papo offer a download button for reports in CSV or Excel format?

Currently, Papo's Reports module does not have a native feature for direct export to CSV or Excel. The recommended way to bring data into external spreadsheets is through the API, which provides the same data in a structured and updatable way.

What metrics are available in the API?

Papo's public API provides endpoints to query performance summary by agent (resolved conversations, SLA, etc.) and CSAT survey responses (ratings from 1 to 5). The official documentation lists all available fields.

Can I export sales funnel data (Kanban)?

Yes. Although the specific Kanban endpoint is not detailed in the reference material provided, you can use webhooks to capture events when a deal is moved to "Won" and thus feed spreadsheets with values and contacts. Consult the API documentation for additional endpoints.

Do I need to know how to code to use the API?

It depends on the level of automation desired. Tools such as Zapier and N8N allow you to create integrations with little or no coding. For more complex scripts, basic knowledge of HTTP requests and JSON handling is enough.

Where can I find the complete API documentation?

The complete documentation, with endpoints, parameters, and examples, is accessible in the Papo API portal (https://papo.global/docs) right after you log in to the platform.

Can I use webhooks to feed Google Sheets?

Yes. Configure a webhook in Papo pointing to an intermediary URL (via N8N, Zapier, or Apps Script), which in turn inserts the data into Google Sheets. See the basic guide in How to send new contact data to Google Sheets via webhook.