The Scenario
You are a platform admin. You manage Klipfolio for a company that serves multiple client accounts. Each Klipfolio user has a custom property called account_code that maps them to their client. You just completed a batch of client migrations and 30 users need their account_code updated to reflect the new client assignments.
The new mapping is already in a Google Sheet: column A has the Klipfolio user ID, column B has the new account code value. Your client success team wants the properties updated before the end of the business day so the dashboards filter correctly.
The slow version:
- Open the Klipfolio admin panel
- Navigate to each user's profile
- Find the custom properties section
- Update the
account_codefield - Save
- Repeat 30 times
- Realize you updated the wrong user for row 22 and have to fix it
- Six users still have the wrong account code when the first client logs into their dashboard.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet 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 sheet, update the Klipfolio user custom property 'account_code' using the user ID in column A and value in column B. Work through all 30 rows.
SheetXAI iterates through every row, calls the Klipfolio user properties API once per user, and writes the account_code value. All 30 users updated before close of business.
What You Get
Every user in the sheet 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 — dashboards that filter by
account_codereflect the new assignments right away
If you want to confirm each update, add "write UPDATED or FAILED into column C" to the same prompt.
What If the Data Is Not Quite Ready
User property sheets 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 a different custom property like region.
For each row in this sheet, 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 multiple custom properties per user
The migration also updated each user's region in addition to account_code.
For each row in the 'User Metadata' sheet, update two Klipfolio user custom properties: set
account_codeto the value in column B andregionto 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_codefor 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 properties, verify each change, and produce an audit log
The migration requires confirmation that each property was set correctly.
For each row in this sheet, update the Klipfolio user custom property
account_codeusing the user ID in column A and the value in column B. After each update, fetch the user's properties and verify theaccount_codematches the value you set. Write "VERIFIED" or "MISMATCH" into column C, and the timestamp of the update into column D.
The pattern: the sheet is the source of truth for the property values, and one prompt applies the entire batch.
Try It
Get the 7-day free trial of SheetXAI and open any user property mapping sheet, 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 Google Sheets overview.