Connecting to Klaviyo
- Import data
- Setup guide
- ERD
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.
This document will guide you through the process of connecting Klaviyo to Skypoint's Modern Data Stack Platform.
Prerequisite
You will need the following details to configure and import data using Klaviyo:
- Klaviyo Account
- API Key.
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
- In the left pane, go to Dataflow > Imports.
The Dataflow window appears.
- Click New Dataflow to create dataflow.
- Enter a Name to identify your Dataflow.
Note
Name starts with a letter. Use letters and numbers only. No spaces between letters.
- Click Next.
Add Klaviyo Connector
Follow the below steps to add Klaviyo connector:
In the All or Marketing categories tab, select the Klaviyo connector to start the configuration.
Also, you can use the Search function to find the Klaviyo connector.
- Enter the Display Name to identify your dataflow.
- In the Description box, you can enter an explanation of the connector.
- Click Next.
To configure Klaviyo
- Enter API Key to configure with the Klaviyo connector.
- Click Connect.
- 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. |
Loads customer data. | |
Loads Metadata. | |
Name | Displays the name of the file that you imported. |
Type | Displays the imported data type. |
- 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.
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). |
- Click on the connector on the Imports page that you want to modify.
- 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.
Overview
This document will help you gather all credentials for connecting Klaviyo with Skypoint's MDSP.
Prerequisite
You should have access to an active Klaviyo account. To manage the API keys, you must have an Owner, Admin, or Manager role on the account.
To create an API key
Follow the below steps to create a Private API key:
- Log in to your Klaviyo account.
- Click Account > Settings.
- Select API Keys tab.
- Click Create Private API Key.
- Name the API key.
- Choose the Scope you want to give the API key.
Scope | Description |
---|---|
Read-only Key | Limits third party access to read-only for every API scope. |
Full Access Key | Allows third parties to create, delete, or make changes for every API scope. |
Custom Key | Allows you to decide how much access for each API scope to give the third party. |
- Click Create.
Note
You can select the scope to control the access of information for the third party while sharing the private API key.
Next step
After completing the data import, start the Master Data Management (MDM) - Stitch process to develop a unified view of your customers.