Importing Klips, dashboards, and data sources

Highlights

Overview Import assets like Klips, dashboards, and data sources from one account to another (eg: from a master account to a client account).
Important To import assets to an account, you must be signed into that account as administrator.
Learn more: Managing Clients
Basic Steps 1. Sign into account (the one you want to import assets)
2. Navigate to the relevant dashboard in that account's Library
3. Click the Import button
4. Select which assets you want to import
5. Confirm your selection

Step-by-Step

Importing Klips, Dashboards, and Data Sources

To import Klips, dashboards, and data sources from one account to another, you need to complete 3 tasks:

  • Sign in to the account as an administrator
  • Navigate to the relevant dashboard in that account's Library
  • Select the appropriate assets and import them

Step 1: Sign in as an administrator

In order to import assets into an account, you need to be signed into that account as an administrator. These two articles provide more information on this step:

Step 2: Navigate to the relevant dashboard in the Library

To import an asset like a Klip, dashboard, or data source, you need to access the relevant dashboard in that account's Library.

  1. Click on the Library link at the top of the page.
  2. Select the correct dashboard in the Library.

Step 3: Select the resources and import them

When importing an asset you will need to select which account to import the asset from. As well, importing an asset like a Klip or dashboard will result in the importation of associated asset like data sources (in the case of Klips), and additional Klips and data sources (in the case of dashboards).

  1. Click the Import button.
  2. Select one or more assets to import.
  3. Click the Next button.
  4. Confirm your selection.
  5. Click the Import Now button.

Learn more

Here are some more resources to help you manage clients:

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