The Scenario
You are a platform admin. You manage 30 Klipfolio data source instances, each pulling from a different client's API endpoint. After a batch of client migrations, all 30 endpoint URLs changed.
The new URLs are in an Excel workbook: column A has the instance ID, column B has the new endpoint URL. Your clients are already live on the new infrastructure. You have until end of day or dashboards go dark.
The slow version:
- Open the Klipfolio admin panel
- Navigate to each data source instance
- Find the endpoint property in the settings
- Update the value
- Save
- Repeat 30 times
- Lose your place around instance 22 and have to recount
- Four dashboards are still pulling from dead endpoints when the first support tickets arrive.
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 instance configuration rows and calls the Klipfolio property update 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 data source instance property 'endpoint_url' using the instance ID in column A and the new value from column B. Work through all 30 rows.
SheetXAI iterates through every row, calls the Klipfolio data source instance properties API once per instance, and applies the update. All 30 instances updated before the dashboards notice a gap.
What You Get
Every instance in the workbook updated with its new endpoint URL:
- Column A — instance IDs (unchanged)
- Column B — new endpoint URLs (unchanged)
- 30 API calls made — one per row, in sequence
- Dashboards resume pulling immediately on the next refresh cycle
To confirm each update, add "write UPDATED or FAILED into column C for each row" to the same prompt.
What If the Data Is Not Quite Ready
Instance configuration workbooks have edge cases. SheetXAI handles them in the same prompt.
When the property key varies by instance
Some instances use endpoint_url and others use api_url.
For each row in this workbook, update the Klipfolio data source instance property using the instance ID from column A, the property key from column B, and the new value from column C.
When you need to update two properties per instance
The migration also changed the API key.
For each row in the Instance Config tab, update two Klipfolio data source instance properties: set
endpoint_urlto the value in column B andapi_keyto the value in column C. Use the instance ID from column A.
When some instances should not be updated yet
A few rows are on a later migration wave.
Update Klipfolio instance properties for all rows where column C is not "HOLD." Use instance ID from column A and new endpoint from column B. Write "UPDATED" or "SKIPPED" in column D.
When you need to update, verify, and log the result
You want confirmation each property update took before moving on.
For each row in the Instance Config tab, update the
endpoint_urlproperty for the Klipfolio instance in column A to the value in column B. After each update, fetch the instance and verify the endpoint matches. Write "VERIFIED" or "MISMATCH" into column C.
The pattern: the workbook is the configuration source of truth, and one prompt applies the batch.
Try It
Get the 7-day free trial of SheetXAI and open any instance configuration workbook, then ask it to push all the property updates to Klipfolio at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to push updated data into a Klipfolio data source or the Klipfolio in Excel overview.