Connecting a client's data sources (the Data tab)
Every report section is powered by an account ID on the Data tab plus a matching connection in Windsor.ai.
Performance reports in Agency OS are pulled live through Windsor.ai. For any section to show data, two things must be in place: the account is connected inside Windsor, and its ID is entered on the client's Data tab.
What goes on the Data tab
- GA4 property and Search Console
- Google Ads customer ID
- Local Services Ads account ID(s), a separate field, comma-separated for multiple
- Meta Ads account
- Google Business Profile location(s)
- CallRail account
- Local Falcon
- Ahrefs domain
- Organic social accounts (Instagram, YouTube, TikTok, LinkedIn, X, Facebook)
The fast way
- Open the client → Data.
- Click ✨ Auto-detect from Windsor. Agency OS fills in the accounts Windsor can see.
- Check the picks, or choose from the "In Windsor" list for each field.
- Save sources, then hit ↻ Refresh on the Performance tab. The first pull fetches full history and can take a few minutes.
The account isn't in the list? It isn't connected in Windsor.ai yet. Use the "Connect accounts in Windsor.ai first" link to open Windsor, connect it there, then come back and auto-detect again. A source can't appear in Agency OS until Windsor is pulling it.
Your Windsor.ai API key lives in Settings → Integrations. See Integrations and API keys.
Still stuck?
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