The Scenario
You are a platform admin. You manage 30 Klipfolio data source instances, each configured to pull from a different client's API endpoint. After a batch of client migrations, those endpoint URLs all changed.
The updated URLs are in a Google Sheet: 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 to update the Klipfolio instances or the dashboards go dark.
The slow version:
- Open the Klipfolio admin panel
- Navigate to each data source instance
- Find the endpoint property
- Update the value
- Save
- Repeat 30 times
- Lose your place around instance 19 and have to recount
- Three dashboards are still pulling from dead endpoints when clients start filing support tickets at 9 AM.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the instance configuration rows and calls the Klipfolio property update API once per row, so you never have to touch the admin panel.
Open the SheetXAI sidebar and type:
For each row in this sheet, update the Klipfolio data source instance property using the instance ID in column A, property key 'endpoint_url', and 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 endpoint update. All 30 instances updated before the dashboards notice a gap.
What You Get
Every instance in the sheet 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
- No admin panel navigation — the panel stays closed
The dashboards see the new endpoints immediately. Klipfolio data source instances start pulling from the updated URLs on their next refresh cycle.
If you need 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 config sheets 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 depending on when they were set up.
For each row in this sheet, update the Klipfolio data source instance property. Use 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, not just the endpoint.
For each row in the 'Instance Config' sheet, 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 instances are on a later migration wave and should not be touched.
Update Klipfolio data source instance properties for all rows in this sheet where column C is not "HOLD." Use the instance ID from column A and the new endpoint from column B. Write "UPDATED" or "SKIPPED" in column D.
When you need to update, verify the change, and log the result in one pass
You want confirmation that the property update took before moving on.
For each row in the 'Instance Config' sheet, 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 new endpoint matches. Write "VERIFIED" or "MISMATCH" into column C.
The pattern: the sheet is the source of truth for the configuration, and one prompt applies the entire batch.
Try It
Get the 7-day free trial of SheetXAI and open any instance configuration sheet, 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 Google Sheets overview.