How do I import dashboards, Klips, and data sources into client accounts?

You can import dashboards, Klips, and data sources from one account to another, for example, from a parent account to a client account, from a client to a parent account, and from one client to another. When  you make formula updates in an original Klip after importing, you can push those updates to clients using the Update Client Instances feature, however, when you make changes and additions to data sources, you cannot update affected Klips using the Update Client feature and must, instead, re-import those Klips.

NOTES:

  • You must be signed into the client account as an administrator to import assets or update Klip instances.
  • When you import a dashboard, all associated Klips and data sources are also imported. Similarly, when you import a Klip, all associated data sources are also imported.
  • When a data source is imported, the OAuth token used to create it is not added to the client's Connected Accounts. 
  • Data source changes and additions cannot be pushed to client instances using Update Client instances. Klips with data source changes and additions must be re-imported.
 This article uses the following terms:
  • master - the original dashboard, Klip, or data source
  • instance - a copy of a master dashboard, Klip, or data source that was imported into a client account
  • assets - dashboards, Klips, and data sources

 This article includes:

Importing dashboards, Klips, and data sources into client accounts

Importing creates a new unique copy of an asset. When possible, we recommend you import whole dashboards, rather than individual Klips or data sources. When a dashboard is imported, all associated Klips and data sources are imported with it. Similarly, when a Klip is imported, all associated data sources are imported with it.

Note that variables referenced by formulas are imported during this process, as well as saved credentials for connected accounts. However, saved credentials are not made available to other data sources.

To import dashboards, Klips, or data sources into a client account:

  1. Sign in to the client account as an administrator.
  2. Go to the Library and select the type of asset you want to import: Dashboards, Klips, or Data Sources. 
  3. Click Import.

  1. Select the asset or assets to be imported and click Next.

  1. A list of the assets selected and all associated assets is displayed. Confirm the items to be imported and click Import Now.

The imported asset or assets are now in the client's Library and can be added to the client's dashboard. They are also ready to be shared, which is essential if you want others to see your dashboard or Klips. See Creating groups and setting default dashboards.

Managing re-imports

If you have issues with re-importing, we recommend the following: 

  1. In the client account, delete the imported assets.
  2. In the master account, review the master Klip formulas and data sources and fix any errors. 
  3. Try the import again.
  4. If the issues persist, contact support@klipfolio.com.

Updating imported Klips

If you make changes to the master version of a Klip that doesn’t involve new or modified data sources, you can push those updates to client instances (to ensure content alignment) using the Save & Update Client Instances functionality.

However, data source changes and additions cannot be pushed to client instances using this method. Klips with data source changes and additions must be re-imported.

When you update imported Klips all client instances are updated. If you previously made edits to specific instances, those edits will be overwritten during the update process.

Note: Unlike re-importing a Klip, it is not necessary to re-configure scheduled email snapshots and published dashboards.

To apply Klip updates to client instances in the Klip Editor:

  1. In the Klip Editor, click the drop-down arrow beside Save and Exit.
  2. Select Save & Update Client Instances.

  1. A list of client instances of the Klip displays. Click Update Now to apply the updates.

 

To apply Klip updates from the Library (after saving the Klip):

  1. In the Library, click Klips and select the Klip for which you want to update the client instance.
  2. At Client Klip Instances, click Update Client Instances.

  1. A list of the client instances of the Klip is displayed. Click Update Now to apply the updates.

Managing OAuth tokens for imported data sources

OAuth tokens are imported for data source refresh purposes but are not added to the receiving client’s Connected Accounts. Imported data sources refresh using the master OAuth token. When this OAuth token is re-authorized in the master account, it is also re-authorized for the imported data sources.

We recommend against creating unnecessary OAuth tokens because many services (such as Google Analytics and Salesforce) limit the number of tokens per account. Once the limit is reached, each new token created automatically invalidates the oldest token. We strongly recommend you keep track of which OAuth tokens are used by the master and client accounts.

An OAuth token does not need to be created in the receiving client account if:
  • The imported data source query does not need to be modified
  • No new data sources need to be created
An OAuth token may need to be created in the receiving client account if:
  • The receiving client uses different credentials to access the service
  • A new data source is needed
  • An imported data source query must be modified

Viewing client instances (Klips)

To view client instances (Klips):

  1. In the Library, click Klips and select the Klip for which you want to view client instances.
  2. At Client Klip Instances, click View Client Instances.

Setting up Company Properties to simplify importing

The primary purpose of Company Properties is to enable Partner accounts to create Klips and data sources that can be imported as is between parent and client accounts. Often, generic dashboards, Klips, and data sources are created in the parent account for import to client accounts.

The following example describes the high-level steps to create a data source and a Klip that can be imported into client accounts and used as is. This example assumes you are familiar with variables and dynamic data sources.

In the parent account:

  1. Create a User Input Control Klip that sets a variable named companyID. Set the Values subcomponent to a list of all clients' company IDs. This will be used to allow the parent account to select and view all client data.
  2. Create a dynamic data source that uses the companyID variable: {props.companyID}.
  3. Create a Klip that uses the dynamic data source created in the previous step and add it to a dashboard.

 In each client account:

  1. Create a Company Property named companyID and assign it the client-specific value.
  2. Import the dashboard from the parent. This will bring its Klips and data sources into the client.
  3. Add the imported dashboard to the client's dashboard view. The imported dynamic data source will automatically use the companyID assigned as a Company Property and return the client-specific data used in the imported Klip.

Learn more

Here are some additional resources to help you manage clients: