The Scenario
You are a BI developer. You are onboarding a new client onto Klipfolio. They have 15 data connections to configure, each with a different endpoint URL, connector type, and refresh interval. The full list is already in an Excel workbook the client emailed this morning, columns A through D, name, connector type, endpoint URL, refresh interval.
You need every one of those data sources created in Klipfolio before the kickoff call at 2 PM.
The slow version of this morning:
- Open the Klipfolio data source creation form
- Fill in the name, connector type, endpoint, and interval from the workbook
- Save
- Repeat 15 times
- Realize you misread the endpoint for source 9 and have to delete and recreate it
- The kickoff call starts with four data sources still missing.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the configuration rows and calls the Klipfolio creation API once per row, so you never have to open the data source form.
Open the SheetXAI sidebar and type:
Read the Data Sources tab in this workbook and create all 15 Klipfolio data sources from the configuration in columns A through D — name, connector type, endpoint URL, refresh interval in seconds. Write the new data source ID back into column E for each row.
SheetXAI reads the workbook, calls the Klipfolio data source creation API once per row, and writes each new ID back into column E. By 2 PM, every data source exists and column E has the IDs your team needs for the rest of the project.
What You Get
Every data source from the workbook created in Klipfolio, with IDs written back:
- Columns A–D — unchanged from the client's original config
- Column E — the Klipfolio data source ID created for each row
- Zero form fills — you did not open the Klipfolio creation UI once
The IDs in column E matter downstream. Permissions, Klip assignments, sharing rights, all reference these IDs. Having them in the workbook from the start avoids a second round of copy-pasting.
If any row fails because the endpoint URL is malformed, SheetXAI writes the error message into column E for that row instead of an ID.
What If the Data Is Not Quite Ready
Client configuration workbooks are rarely clean. SheetXAI handles validation and formatting in the same prompt.
When the refresh interval is in minutes instead of seconds
The client filled in "60" meaning 60 minutes, but Klipfolio expects seconds.
Before creating the data sources, multiply all values in column D of the Data Sources tab by 60 to convert minutes to seconds. Then create each Klipfolio data source and write the new IDs into column E.
When some rows are missing the connector type
A few rows have a blank column B.
Read the Data Sources tab. For rows where the connector type in column B is blank, default to "REST API." Then create all Klipfolio data sources and write the new IDs into column E.
When you want to skip rows marked as drafts
The client flagged some rows as not-yet-ready with "DRAFT" in column F.
Create Klipfolio data sources only for rows in the Data Sources tab where column F is not "DRAFT." Write the new ID into column E for each created row. Write "SKIPPED" for any draft row.
When you need to create the sources and immediately grant access to a client group
Provisioning and permissions in one pass.
Read the Data Sources tab and create all Klipfolio data sources from columns A through D. Write each new ID into column E. Then grant read access to the group ID in column F for each newly created data source.
The pattern: the workbook is the source of truth, and one prompt moves the entire batch through the API.
Try It
Get the 7-day free trial of SheetXAI and open any configuration workbook with data source details, then ask it to create all the Klipfolio data sources at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to apply permissions to data sources from a workbook or the Klipfolio in Excel overview.