Klipfolio Partner How-To #2: Company Properties can simplify client set-up

If you build a dashboard template once and deploy it across every client account without reconfiguring data sources each time, Company Properties make that possible.

What are Company Properties?

Company Properties are account-level variables in Klipfolio that store a value, like a client's Google Analytics profile ID, and inject it automatically into dynamic data sources at import. Set the property once per account, and the right data appears without manual reconfiguration.

Who this is for

This Partner How-To fits a specific use case. All three of the following need to apply before Company Properties will save you time:

• You build custom Klips. Pre-built gallery content has its own import workflow.
• The same dashboard goes into multiple client accounts. Company Properties pay off at scale, not for one-off builds.
• Your data sources support dynamic queries. Check that the apps you report on support Dynamic Data Sources before building.

If all three apply, the setup below will cut the time you spend onboarding each new client.

Why Company Properties are worth the upfront effort

Faster client rollout

Building custom dashboards takes real Klips know-how. Once that work is done, Company Properties remove the manual step of reconfiguring each data source after import. Set the correct variable value as a Company Property in the client account before importing, and the dashboard arrives ready to use.

For existing clients, each imported Klip stays linked to the original in your parent account. Push an update in the parent and it flows to every client at once. No need to touch each account individually.

Simpler token management

When you import a data source that uses an OAuth token, the client account uses the token stored in the parent. This matters for applications like Google Analytics 4 or Meta platforms, where one set of credentials can access each client's profile.

Tokens need re-authorization occasionally. With this setup, re-authorize once in the parent account and every client stays connected to live data. No more tracking down which account lost its connection.

How to create a Company Property

Setting a Company Property on your parent account establishes a default value for the variable used in a dynamic data source. Set it in the parent first, then mirror it in each client account with that client's specific value.

With Admin privileges:

1. Click your account name and select Account > Company.
2. Click Properties.
3. Click New Company Property, then fill in Property Name and Company Value.

How to put Company Properties into action

The property connects to a dynamic data source. A dynamic data source returns the same type of data in the same structure, just scoped to a different client. No special Klip-building skills are required beyond what you already use. Connect the dynamic data source the same way you would any other.

The examples below show the difference between a standard query and one that uses a Company Property variable.

Standard data source query

https://www.googleapis.com/analytics/v3/data/ga?ids=ga:12345678&dimensions=ga:date&metrics=ga:users

Dynamic data source query using a Company Property

https://www.googleapis.com/analytics/v3/data/ga?ids=ga:{props.gaProfile}&dimensions=ga:date&metrics=ga:users

In the second query, the hardcoded account ID is replaced with {props.gaProfile}. When this data source is imported into a client account, Klipfolio substitutes the variable with that client's Company Property value and returns client-specific data automatically.

Build your Klips using dynamic data sources like this one. When imported, they resolve to the correct client data without any manual reconfiguration.

Note: A static data source cannot be converted into a dynamic one after the fact. Copy the query into a new data source, add the variable, and save it as dynamic from the start.

Setting up the first client

When you're starting out in a Partner account, the first client takes the most time. Getting that first dashboard live, whether from gallery content or custom builds, creates the repeatable pattern for everything that follows. Use that first engagement to confirm which applications support dynamic queries and to gather client feedback before locking in your master template.

Once you know what belongs in the dashboard and that your data sources support dynamic queries, build the master set once. From there, Company Properties handle the client-specific configuration on every import.