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Settings

Settings (at the bottom of the sidebar) has a left-hand menu with search and 19 pages in six groups. Each page has its own address (/settings/<page>), so you can bookmark or share a link straight to it.

Settings → General

  • General — workspace name, Workspace ID (used by the Shopify app and headless setups) and logo.
  • Branding — brand colour and footer text for reports and emails.
  • Region & formats — timezone, currency, date and number formats.
  • Reporting defaults — the date range and attribution model reports open with.
  • Costs — costs on every sale, payment fees, shipping and running costs, used by Profit.
  • Companies (B2B) — turn Companies on or off.
  • Install — the tracking snippet and where it’s served from. See Install the tracking script.
  • Domains — your own tracking subdomain(s).
  • URL parameters — how ad-platform parameters map to campaigns, ad sets and ads.
  • Cross-domain — follow visitors across your own domains.
  • Blocked traffic — exclude your own team, test traffic or specific emails, domains, phones and IPs.
  • Consent — how consent from your cookie banner (or Klarvyn’s built-in banner) reaches Klarvyn.
  • Conversions — how conversions are matched and sent back to ad platforms: lookback window and location/IP matching.
  • Integrations — connect ad platforms, payments, CRMs, scheduling tools, forms, split testing, notifications, automation and AI assistants. Every tool has its own guide in the Integrations section.

    Settings → Integrations

  • API keys — keys for sending data to Klarvyn programmatically, with the API reference. For AI assistants, the login-based AI Assistant (MCP) card under Integrations is the easier path — no key handling.

  • Imports & exports — an audit log of every import and export: who ran it, when, how many rows landed or were skipped, with a preview. Imports can be undone — undo removes only what that import created, never existing data. The importer itself lives on the Contacts page.
  • Export or delete — Export all data (CSV files in a ZIP), or Ask support to delete the workspace (owner only, confirmed by email).
  • Plan & billing — your plan, usage, payment method and invoices. Visible to owners and admins. See Plans & billing.
  • Language and theme (light/dark) aren’t in Settings — they’re per person, under Your account in the account menu at the bottom of the sidebar.
  • Old links to Settings tabs (?tab=…) still work — they redirect to the right page.