Frequently Asked Questions

Get answers to Frequently Asked Questions about Klipfolio.

Questions:


Question 1: My data sources are not refreshing, what can I do?
Question 2: What is the maximum file size I can upload to Klipfolio?
Question 3: How can I get started with Klipfolio?
Question 4: How do I know if Klipfolio supports the API I am using?
Question 5: What is the best way to update my Excel file automatically?
Question 6: Is it possible to duplicate a Klip so that it can be used to start the design of another Klip?
Question 7: Why is a column in my table NOT displaying on the dashboard?
Question 8: Are self-signed certificates supported?
Question 9: Help us, help you.
Question 10: How many concurrent logins am I allowed?

Answers:

Question 1: My data sources are not refreshing, what can I do?

There are a variety of reasons why a data source might not be refreshing as expected. 

For more information data source refresh, see this comprehensive article, About data source refresh.

Question 2: What is the maximum file size I can upload to Klipfolio?

The maximum file size that you can upload to Klipfolio for any data source type is 10 MB. A data source is not restricted by the number of rows. If you have a file larger than this, you must reduce its file size. You can do this in a number of ways.

  1. Save the file as a .csv file type.
  2. Change the query to retrieve data for a specific date range.
  3. Change the query to retrieve specific columns of data and not all (*) data.
  4. Aggregate the data before running the query.
  5. Split the content of the file into two or more files.

In addition, for an Excel file type, you must remove all external references, such as VLookup, as well as any hidden rows and columns.  You should also ensure the file is not using the importrange() function.

For more information see Managing the size of your data sources.

Question 3: How can I get started with Klipfolio?

There are a number of resources that can help you build Klips in Klipfolio. These resources include:

  1. Ways to Start Learning and Using Klipfolio
  2. Klipfolio recorded webinars
  3. Klipfolio workshops

Question 4: How do I know if Klipfolio supports the API I am using?

Each Application Programming Interface (API) connects differently. To begin with, check the current list of data source connectors to ensure that a connector does not already exist. For more information, see Integrating your data sources.

If the API is not currently listed, you can then perform a web search for the API's REST connector to determine the authentication method. Best results are achieved by using the search terms service_name API or service-name developers. Depending on the API, perform one of the following actions.

  1. For an API that uses basic authentication - username or password - Use web accessible resources as a data source.
  2. For an API that uses an OAuth Token, contact us at support@klipfolio.com.
  3. For an API that uses an API key for authentication, add the API key to the end of the API connection URL. An API key is often used as a value in a query parameter or header. For more information on using the API key, refer to the API documentation.
  4. For an API that that requires a separate login URL/call and a data URL/call, use Two Step Authentication.
  5. For any other API authentication methods, contact us at support@klipfolio.com.

Question 5: What is the best way to update my Excel file automatically?

Consider using either Dropbox or Box as a data source connector. Both connectors allow you to set a refresh interval. For more information, see Use Dropbox as a data source or Use Box as a data source.

Alternatively, you can schedule updates directly from your computer.

Question 6: Is it possible to duplicate a Klip so that it can be used to start the design of another Klip?

There are several ways you can create a Klip based on the design of another Klip.

  1. Open the original Klip. In the Klip Editor, select the drop down menu alongside the Save and Exit button, and choose the option to Save a Copy. Remember to edit the copied version of the Klip in order to give it a unique name. The first time you are prompted to name the Klip, it changes the Klip's name in the Library only.
  2. Open the original Klip. In the Klip Editor, select View Klip Source Code , and use the keyboard shortcut of Ctrl+C to copy the source code. Then when you build a new Klip, use this source code.

Question 7: Why is a column in my table not displaying on the dashboard?

A column might not display on the dashboard if it is marked as hidden or if Drill Down is enabled.

  • To unhide a table column, open the Klip Editor, select the column that is not displaying, the select the Properties tab and clear Hide this column.
  • To disable Drill Down, open the Klip Editor, select the Table component, then select the Drill Down tab and clear Enable drill down.

Question 8: Are self-signed certificates supported?

Self-signed certificates are not supported for REST web services.

Question 9: Help us help you

Error messages generated by a web browser can be extremely helpful when troubleshooting a support issue. To help us help you if you have an issue, enable your web browser's console and send us a screenshot of the generated output.

Enable your browser's console by using one of the following menu options or keyboard shortcuts, and then selecting the Console tab.

    • Chrome: Ctrl+Shift+J or right-click anywhere on the Dashboard, select Inspect element > Console tab
    • Mozilla Firefox: Ctrl+Shift+K
    • Internet Explorer: Tools > F12 developer tools

If any links exist within the Console tab, click each link and send us this output as well.

Question 10: How many concurrent sign-ins am I allowed?

Klipfolio tracks concurrent sign-ins from a single email address. You are able to sign in from up to four devices, two desktop and two mobile devices. For example, you can sign into a laptop, a computer, a tablet and a smartphone using the same email address.

To avoid any service disruptions you should ensure that your Klipfolio seats match your user requirements, keeping in mind that a wall board display counts as a user.

If you need to update your plan, go to Account > Company and click on Plan. If you need help with updating your plan, please contact sales@klipfolio.com. If you have any other questions, please contact support@klipfolio.com.