Push Custom User Properties to Klipfolio in Bulk From an Excel Workbook

The Scenario

You are a platform admin. You manage Klipfolio for a company serving multiple client accounts. Each user has a custom property called account_code that maps them to their client. After a batch of client migrations, 30 users need their account_code updated.

The new mapping is in an Excel workbook: column A has the Klipfolio user ID, column B has the new account code. Your client success team wants the updates done before end of business day so dashboards filter correctly from tomorrow morning.

The slow version:

Open the Klipfolio admin panel
Navigate to each user profile
Find the custom properties section
Update the account_code value
Save
Repeat 30 times
Realize you updated the wrong user for row 19 and have to fix it
Five users still have incorrect account codes when the first client logs in.

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 user property mapping and calls the Klipfolio user properties API once per row, so the admin panel stays closed.

Open the SheetXAI sidebar and type:

For each row in this workbook, update the Klipfolio user custom property 'account_code' using the user ID in column A and the value in column B. Work through all 30 rows.

SheetXAI iterates through every row, calls the user properties API once per user, and writes the account_code. All 30 users updated before close of business. Dashboard filters reflect the new assignments on the next login.

What You Get

Every user in the workbook updated with the correct account_code property:

Column A — Klipfolio user IDs (unchanged)
Column B — new account code values (unchanged)
30 API calls made — one per row, in sequence
Dashboard filters updated immediately

To log results, add "write UPDATED or FAILED into column C" to the same prompt.

What If the Data Is Not Quite Ready

User property workbooks have edge cases. SheetXAI handles them in the same prompt.

When the property key varies by row

Some users need account_code updated and others need region.

For each row in this workbook, update the Klipfolio user custom property using the user ID from column A, property key from column B, and new value from column C.

When you need to set two properties per user

The migration also updated each user's region.

For each row in the User Metadata tab, update two Klipfolio user custom properties: set account_code to the value in column B and region to the value in column C. Use the user ID from column A.

When some rows should be skipped

A few users are on a delayed migration wave.

Update the Klipfolio user custom property account_code for all rows where column C is not "HOLD." Use user ID from column A and new value from column B. Write "UPDATED" or "SKIPPED" into column D.

When you need to update, verify, and produce an audit log

The migration requires confirmation each property was set correctly.

For each row in this workbook, update the Klipfolio user custom property account_code using the user ID in column A and value in column B. After each update, fetch the user's properties and verify the account_code matches. Write "VERIFIED" or "MISMATCH" into column C, and the timestamp into column D.

The pattern: the workbook is the source of truth, and one prompt applies the entire batch.

Try It

Get the 7-day free trial of SheetXAI and open any user property mapping workbook, then ask it to push all the Klipfolio user property updates at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to export your user access roster or the Klipfolio in Excel overview.