The Scenario
You are a BI developer. You are onboarding a new agency client onto Klipfolio. They have 15 data connections to configure, each with a different endpoint URL, connector type, and refresh interval. The list is already in a Google Sheet your client sent over 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 the next two hours:
- Open the Klipfolio data source creation form
- Fill in the name from the sheet, the connector type, the endpoint, the interval
- Save
- Repeat 15 times
- Realize you misread the endpoint for source 7 and have to delete and recreate it
- The kickoff call starts with three data sources still missing.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the configuration rows and calls the Klipfolio creation API once per row, so you never have to open the data source form yourself.
Open the SheetXAI sidebar and type:
Read the 'Data Sources' sheet 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 sheet, calls the Klipfolio data source creation API once per row, and writes each new ID back into column E. By the time the kickoff call starts, every data source exists and column E has the IDs your team will reference throughout the project.
What You Get
Every data source from the sheet created in Klipfolio, with IDs written back:
- Column A–D — unchanged from the client's original config sheet
- 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 written back to column E matter. Every downstream step, granting permissions, assigning Klips, configuring sharing rights, references these IDs. Having them in the sheet from the start avoids a second round of copy-pasting later.
If any row fails because the endpoint URL is malformed, SheetXAI writes an error message into column E for that row instead of an ID, so you can see exactly which ones need attention.
What If the Data Is Not Quite Ready
Client configuration sheets are rarely clean. SheetXAI handles formatting and validation 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 Klipfolio data sources, multiply all values in column D by 60 to convert from minutes to seconds. Then create each data source from the updated configuration and write the new IDs into column E.
When some rows are missing the connector type
A few rows have a blank column B because the client wasn't sure.
Read the 'Data Sources' sheet. For rows where the connector type in column B is blank, default to "REST API." Then create all 15 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 a "DRAFT" label in column F.
Create Klipfolio data sources only for rows in the 'Data Sources' sheet where column F is not "DRAFT." Write the new data source ID into column E for each created row. Write "SKIPPED" in column E for any draft row.
When you need to create the sources, note the IDs, and immediately grant read access to a group
Provisioning and permissions need to happen in the same session.
Read the 'Data Sources' sheet and create all Klipfolio data sources from columns A through D. Write each new ID into column E. Then, for each newly created data source, grant read access to the group ID in column F.
The pattern: the sheet 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 sheet 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 spreadsheet or the Klipfolio in Google Sheets overview.