Introduction

With a few simple steps it is possible to import lists, profiles and segments from Klaviyo to the 360NRS platform.

Previous considerations

For this integration to work correctly, it is necessary to take into account the following previous considerations:

• It is necessary to have an account at 360NRS, with a validated fiscal profile and sufficient balance.
• It is necessary to have an account in Klaviyo.
• It is necessary to generate a private API Key in Klaviyo to give the 360NRS platform access to Klaviyo data.

Credentials

In order to integrate Klaviyo with 360NRS it is necessary to generate a private API Key in Klaviyo.

https://www.klaviyo.com/

To do this, go to your Klaviyo account settings (Settings option):

Illustration 1 - Account settings

Once there, we access the API Keys section and click on the "Create Private API Key" button.

Illustration 2 - Create API key

We will create a Custom Key with read access to Lists, Profiles and Segments.

Illustration 3 - Custom key

When we confirm the creation, Klaviyo will show the created API Key.

Illustration 4 - "Private key"

Now we can also see it in the list of private keys.

Illustration 5 - Private keys

When we go to activate the integration in the platform, this is the API Key that we will need to connect 360NRS with Klaviyo.

Illustration 6 - Connect 360nrs with Klaviyo

Import from Klaviyo

Once the 360NRS platform is linked with Klaviyo, we can see in the menu Tools > Databases two new options titled Import from Klaviyo and Synchronize from Klaviyo.

Illustration 7 - Import from Klaviyo / Synchronize from Klaviyo

The process of importing our contacts from Klaviyo to the 360NRS platform is carried out in 5 steps.

Step 1: Select which list or segment we want to import or synchronize

Select the list or segment that we want to import or synchronize.

Illustration 8 - Import from Klaviyo - Step 1.

In addition, in the case of contact synchronization from Klaviyo, we will have to select the time interval between each synchronization.

Illustration 9 - Selection of the synchronization frequency - Step 1.

To continue, confirm that the contacts have given their consent to receive communications from us.

Step 2: Select the basic information you need to import

Define the basic details necessary in order to import the database, the email of the contact or his phone and the country for these phones.

Illustration 10 - Import from Klaviyo - Step 2.

In this case we have selected both the email column and a column for the contact's mobile phone. We select the country to which these mobile phones belong.

Step 3: Select custom fields

We select or create all the custom fields that we want to import from this database.

Illustration 11 - Import from Klaviyo - Step 3.

Step 4: Assignment to a group

We assign the contacts that we are going to import to a group. This group can be already existing, in which case we will select the group from the selector, or we can create a new group for these contacts.

Illustration 12 - Import from Klaviyo - Step 4.

Step 5: Conflict Management

Select how the platform should behave in case some of the contacts have already been previously imported into the platform in one of the previous imports.

The possible options are the following:

• Update new fields only
• Update all fields
• Do not update any fields

Illustration 13 - Import from Klaviyo - Step 5.

Once the option we prefer in the case of duplicate contacts has been selected, click on the Finish button and the import process begins.

This import process may take some time, depending on the number of contacts that we are importing. Once this import process is finished, the platform will inform us of the result of it with an email.