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Connecting to Klaviyo

Overview 

Klaviyo provides a marketing automation platform used primarily for email and SMS marketing. You can use Skypoint AI's built-in connector for importing data from Klaviyo.

This document will guide you through the process of connecting Klaviyo to Skypoint AI.

Prerequisite 

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

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To create the API key, log in to your Klaviyo account. For more information, refer to the Setting up Klaviyo document.

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. 
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The name must start with a letter and can only contain letters and numbers, with no spaces between the characters.

  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. 
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In the Table Details column, all fields are selected by default. You can select 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. 
NameDisplays the name of the file that you imported. 
TypeDisplays 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, which updates each time 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

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You can view the error message for data import failures in the Dataflow under Run History > Description.