Connecting to Klaviyo

Overview 

Klaviyo provides a marketing automation platform used primarily for email and SMS marketing. You can use SkyPoint's built-in connector for importing data from Klaviyo. SkyPoint Modern Data Stack Platform collects, analyzes, and provides a solution to transform data into meaningful information for generating valuable insights. 

Prerequisite 

You will need the following details to configure and import data using Klaviyo:

You need to have Klaviyo Account and credentials such as an API key to start the configuration.

❕ Note: You need to create the API key by logging in to your Klaviyo account. You can refer to the Setting up Klaviyo document to learn more.

Import Data using Klaviyo connector 

  1. In the left pane, go to Dataflow > Imports. 

The Dataflow window appears.

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  1. Click New Dataflow to create dataflow.

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  1. Enter a Name to identify your Dataflow. 

❕ Note: Name starts with a letter.  Use letters and numbers only. No spaces between letters.

  1. Click Next. 

Add Klaviyo Connector 

Follow the below steps to add Klaviyo connector:

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  1. In the All or Marketing categories tab, select the Klaviyo connector to start the configuration.

  2. Also, you can use the Search function to find the Klaviyo connector.

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  1. Enter the Display Name to identify your dataflow. 
  2. In the Description box, you can enter an explanation of the connector.  
  3. Click Next.

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To configure Klaviyo

  1. Enter API Key to configure with the Klaviyo connector.
  2. Click Connect.

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  1. You can enter the Table Details to process the data. 

❕ Note: In the Table Details column, by default, all fields are selected. You can mark only those fields that you want to import and process the data. 

Item  Description 
Purpose  Option to assign a purpose (Data, Metadata) for each table. 
Data
 Loads customer data. 
Metadata
 Loads Metadata. 
Name Displays the name of the file that you imported. 
Type Displays the imported data type.
  1. Click Save to apply the changes. 

Run, edit, and delete the imported data 

After saving the connection, the Klaviyo connector appears on the Dataflow page. Also, you can see the list of created entities in the Databases section.

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Item  Description 
Name  Displays the name of the Dataflow. 
Type  Displays connector type symbol. 
Status  Indicates whether the data is imported successfully. 
Tables Count  Displays the number of entities. 
Created Date  Displays date of creation. 
Updated Date  Displays last modified date. 
Last Refresh  Displays the latest refresh date. This date will get updated whenever you refresh the data. 
Group by  Option to view the items in a specific Group (For example, name, type, status). 
  1. Click on the connector on the Imports page that you want to modify.
  2. Select the horizontal ellipsis in the Actions column and do the following: 
If you want to  Then 
Modify the Dataflow  Select Edit and modify the Dataflow. Click Save to apply your changes. 
Execute the Dataflow  Select Run. 
Bring the data to its previous state  Select Rollback. 
Delete the Dataflow  Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow  Select Run History. 

❕ Note: You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run history > Description.

Next step 

After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.