Klaviyo Integration

Overview

This integration is bi-directional; you can bring Klaviyo data into Heap (source) or Heap data out to Klaviyo (destination). Each direction is set up separately. 

For either direction, you’ll need to select a user property that exists in both Heap and Klaviyo to match users across the two platforms (sometimes called a “join key”). To learn more, see What is a join key?

Source (data in)

1. Navigate to Integrations > Directory and search for Klaviyo
2. Click the Set up button in the Data In panel
3. Follow the OAuth flow to provide your Klaviyo credentials and connect your Klaviyo and Heap accounts:

4. Determine your join key: the field you want to use to connect Klaviyo events to Heap users (only one needs to be filled: externalId, email, or phoneNumber) 

Click Confirm and you are all set! Klaviyo data will be sent into Heap

Destination (data out)

This integration allows you to sync Heap segments to Klaviyo Lists. Members of the Heap segment will be added to the Klaviyo List upon synchronization and the Heap segment name will be used as the Klaviyo List Name.

Step 1: Collect your API information from Klaviyo

There is no setup required within Klaviyo. You can install the integration by providing Heap with your Klaviyo API key. 

In your Klaviyo account, go to Settings > Account > API Keys:

• Create a new key
• Store the key in a safe repository and copy it

Step 2: Determine the correct identity field (join key)

Determine which user property in Heap matches the same value in Klaviyo. Options are:

• email
• external_id
• phone_number

Step 3: Insert this information into Heap

Navigate to Integrations > Directory and search for Klaviyo

In the Data Out panel, click Set up and fill in the following fields:

• API Key
• The identity field you identified in Step 2

Click Confirm and your integration is now set up!

Syncing data to Klaviyo

Step 1: Build a segment in Heap using the desired criteria

Navigate to Data > Segments and click Define segment.

Provide a segment name and add the desired criteria:

Click the Label segment button to save it.

Step 2: Enable Sync to Klaviyo

Navigate to Integrations > Directory and search for Klaviyo.

Make sure it is toggled on, and select either Recurring Sync or one-time Sync (Sync now). 

Step 3: View data in Klaviyo

The segment name from Heap will be used to create a List in Klaviyo. All users in the Heap segment will be added to the List in Klaviyo. If the Heap segment is set as a Recurring Sync, the Klaviyo List will be updated as users are added to or removed from the segment in Heap.

To view the Klaviyo List, navigate to Lists & Segments and select the List name. The members will be shown in the Members tab.

Frequently Asked Questions

Can you connect more than one project?

At this time you can only connect one Klaviyo project to one Heap environment.