Company Properties are available for use in dynamic data sources and formulas. Similar to User Properties, Company Properties allow you to use a variable to represent values in dynamic data sources and formulas. Represented values may include Profile IDs, API Keys, or any value that is a unique identifier for a particular Client Account.
Using Company Properties to simplify account or client management
Company Properties allow partners to easily manage Client accounts. Company Properties help our Partners to address cases where multiple Client Accounts require similar dashboards, but use data specific to a particular Client Account.
In many cases, Partners create a master set of content they use to accelerate the creation of new clients. It typically includes dashboards, Klips and data sources that are frequently used in all or many of their Client accounts and provide a starting point for working with Klipfolio.
Prior to Company Properties, Partners had to do a lot of work upfront to prepare data sources for new Clients, including changing data sources to reflect profile ids, client IDs, or other elements to ensure that the data returned corresponded to a particular Client.
The introduction of Company Properties allows Partners to define a data source with a variable which refers to a Company Property that contains a unique ID. Now when a new Client imports 100 data sources that use a Company Property, the Partner is assured that the Client is working with the right data.
Configuring Company Properties
With Admin privileges, you can set up Company Level Properties:
- Go to Account.
- Click the Company tab and select the Properties link.
- Click on Add new Company Property.
Using Company Properties in data source queries
The following example data sources shows a standard query that references the actual customer profile ID and one using a variable. In the second example, instead of referencing an actual ID, a variable called gaProfile is used instead. In each Account (Parent and Client), the same variable is used, but it is populated with the actual profile ID for that client or for ourselves.Standard Datasource Query:
Variable Query using Company Level Properties:
When the data source is imported into the Client Account, the variable in the data source query is populated with the correct value for that Client.
When you set up a data source that uses a variable as a template, it means you can populate the value of the variable in your own Account as well as Client Accounts. When you import the template data source into a Client Account, the variable will become populated with the correct value, and the data source will function as expected.
NOTE: For data sources that require authentication (such as OAuth), the data sources imported into a Client may need to be reconfigured. This is because the new instance of the data source (after import) uses the same authentication as the original template. If the original does not have access to the data for the new variable value, the data source will need to be reconfigured.
To reconfigure a data source:
- Go to the Library and click on the Data Sources tab.
- Select the data source that needs to be reconfigured.
- Click on the Reconfigure Data Source link. An Authentication screen appears. You need your authentication information for the particular service (such as Google Analytics, Twitter, Facebook, etc.) associated with your data source.
Importing data sources