Company Properties

Similar to User Properties, Company Properties enable you to use a variable to represent values in dynamic data sources and formulas to filter the data displayed in a Klip. This allows a Partner to easily manage Client accounts that use the same dashboards, while populating those dashboards with client-specific data. For example, by creating a Company Property using a Google Analytics Profile ID associated with each client, the Partner can control the Google Analytics data queried and displayed in a specific client account instead of reconfiguring the data source for each client after sharing.

Adding Company Properties

Company Properties can be used like any other variable, except they are set at the account level, not by a User Input Control Klip in the Klip Editor.

To add or view Company Properties, you must be signed into the account as an administrator.

There are two built-in company properties in Klipfolio:

    • Company.id - Used to access the account properties through the API or through the data source REST connector
    • company.name - Uses the client account name as a value

Each of the above properties replaces the variable with the relevant user information when applied.

Adding custom Company Properties

You can create your own custom Company Properties

To add a custom Company Property:

  1. From the Parent account, or while logged in to a client account as an Admin, click on the Account name and select
    Account > Company.
  2. Click Properties.
  3. Click Add New Company Property, then fill in the Property Name and assign a Company Value.
    Note: Company values may include Profile IDs, API Keys, or any value that is a unique identifier for a particular Client Account.
  4. Click Create Property.

This new Company Property displays only for the current account. These steps must be performed for all accounts (Parent and Clients) that require this Company Property.

Note: Company Properties are case sensitive; the property name must have the same spelling and capitalization for each account that uses it.

Using a dynamic data source based on a Company Property

You can create a dynamic data source that uses a company property in its query instead of hard coded values, enabling the data source to dynamically retrieve data when imported into client accounts.

Consider a user in Google Analytics managing multiple client accounts under one login. In this scenario, each data source in a client account that uses the Company Property named gaProfile will import the values associated with that client’s Google Analytics Profile ID.

To create a dynamic data source query using a Company Property:

  1. From the Parent account, or while logged in to a client account as an Admin, click on the Account name and select
    Account > Company.
  2. Click Properties.
  3. Click Add New Company Property, then fill in the Property Name and assign a Company Value to create a company property, such as gaProfile, as shown below.
  4. Create a dynamic data source query that uses a Company Property. The example below uses gaProfile.
    https://www.googleapis.com/analytics/v3/data/ga?ids=ga:{props.gaProfile}&dimensions=ga:date&metrics=ga:users

When the dynamic data source is imported into client accounts, it takes the value assigned to the company property (in this case, gaProfile) and shows you data unique to that client.

Watch for an example of using company properties.

Learn more