Klaviyo Integration Data Reference

Howto

Overview

This document details the customer data that Syncmatic syncs between your Shopify store and Klaviyo lists, including data formats, field mappings, and usage guidelines for segmentation and email marketing.

Data Sync Direction

Shopify → Klaviyo: Customer profile data flows from Shopify to Klaviyo lists
No Reverse Sync: Changes made in Klaviyo do not affect your Shopify customer data

Synced Customer Data

Core Profile Fields

Shopify FieldKlaviyo PropertyData TypeDescription
emailemailStringPrimary identifier and only field synced to Klaviyo profiles

Important: Currently, only email addresses are synchronized to Klaviyo. While Syncmatic accesses additional Shopify customer data (names, addresses, purchase history) for segmentation purposes, this extended data is not transferred to Klaviyo profiles.

Available Shopify Data (Used for Segmentation Only)

The following Shopify customer data is available for creating segments but is not synced to Klaviyo:

  • Customer names (first_name, last_name)
  • Phone numbers
  • Addresses (street, city, province, country, zip)
  • Purchase history (numberOfOrders, amountSpent, lastOrder)
  • Customer tags
  • RFM analysis data (Recency, Frequency, Monetary)
  • Account creation date
  • Custom metafields

Data Validation and Filtering

Email Validation

  • Format Validation: Uses RFC 5322 compliant email regex
  • Required Field: Customers without valid email addresses are excluded from sync
  • Duplicate Handling: Email addresses serve as unique identifiers

Email Processing and Validation

  • RFC 5322 Compliance: Uses comprehensive regex validation for email format
  • Required Field: Only customers with valid email addresses are synced
  • Duplicate Prevention: Email serves as unique identifier in Klaviyo
  • Quality Filtering: Empty, null, or malformed emails are automatically excluded

Segment-Based List Management

Segment Types

Shopify Native Segments

  • Utilizes Shopify’s built-in customer segments
  • Automatically updates when Shopify segment membership changes
  • Supports all Shopify segment criteria

Custom Syncmatic Segments

  • RFM Analysis (Recency, Frequency, Monetary value)
  • Purchase behavior patterns
  • Customer lifetime value tiers
  • Geographic and demographic filters
  • Order history and product affinity

List Synchronization Logic

Customer Addition

  • Customers are added when they first match segment criteria
  • Profile data is updated if customer already exists in Klaviyo
  • Bulk import jobs handle large customer additions efficiently

Customer Removal

  • Customers are removed when they no longer match segment criteria
  • Profiles remain in Klaviyo but are removed from specific lists
  • Batch processing ensures efficient list maintenance

API Usage and Rate Limits

Klaviyo API Details

  • API Version: 2024-05-15
  • Batch Size: 10,000 profiles per API call
  • Rate Limiting: Automatic exponential backoff for 429 responses
  • Error Handling: Comprehensive retry logic with graceful degradation

Sync Frequency

  • Manual Sync: On-demand via “Push” button in Syncmatic dashboard
  • Triggered Sync: Can be initiated via API with action="klaviyo" parameter
  • No Automatic Scheduling: No daily scheduled syncs (manual trigger required)

Data Usage in Klaviyo

Segmentation Capabilities

Important Limitation: Since only email addresses are synced to Klaviyo, advanced segmentation within Klaviyo is limited. However, Syncmatic’s powerful segmentation happens before sync:

Pre-Sync Segmentation in Syncmatic

  • Geographic targeting by customer location
  • Purchase behavior analysis (RFM, order history)
  • Customer lifecycle stages
  • Product affinity and preferences
  • Demographic and custom criteria

Post-Sync in Klaviyo

  • Email engagement metrics
  • Campaign interaction history
  • Basic email-based flows and automation

Recommendation: Use Syncmatic’s advanced segmentation to create targeted lists, then use Klaviyo’s email engagement data for further refinement.

Flow Triggers

Synced data can trigger automated flows:

  • Welcome series for new segment members
  • Re-engagement campaigns for inactive customers
  • Upsell/cross-sell based on purchase history
  • Geographic-specific promotions

Email Personalization

Customer data enables personalized email content:

  • Dynamic name insertion
  • Location-based content
  • Purchase history references
  • Personalized product recommendations

Data Privacy and Compliance

GDPR Compliance

  • Customer consent is managed through Shopify’s privacy settings
  • Data processing agreements cover Klaviyo integration
  • Customers can request data deletion through Shopify

Data Retention

  • Synced data follows Klaviyo’s standard retention policies
  • Removing customers from segments doesn’t delete their Klaviyo profiles
  • Historical data remains available for reporting

Security Measures

  • API keys are encrypted in transit and at rest
  • All data transfers use HTTPS/TLS encryption
  • Access logging for audit trails
  • Regular security updates and monitoring

Troubleshooting Data Issues

Common Data Problems

Missing Customer Profiles

  • Check email address validity
  • Verify segment criteria accuracy
  • Confirm API key permissions

Outdated Profile Information

  • Trigger manual sync to refresh data
  • Check Shopify customer record accuracy
  • Verify automatic sync scheduling

Duplicate Profiles

  • Klaviyo uses email as unique identifier
  • Shopify customer merging may create duplicates
  • Contact support for profile consolidation

Data Validation Tools

  • CSV export feature for data verification
  • Sync logs for troubleshooting
  • Progress indicators for sync status
  • Error reporting for failed syncs

Last updated: June 2025