Integrate with Magento 2.x (CE and EE)

read
Last updated at:

Overview

Klaviyo integrates with both Magento 2 CE and Magento 2 EE. There are two steps to integrating Magento 2 with Klaviyo:

  1. Install the Klaviyo Extension in Magento.
  2. Enable the Magento 2 Integration in Klaviyo.

This guide covers both steps for Magento 2 stores.

Install the Klaviyo Extension in Magento 2

The Klaviyo Extension/Plugin adds web tracking and viewed product tracking to your Magento store. You need to prepare two things before installing the Klaviyo Extension:

With this information prepared you can begin to install the Klaviyo extension.

  1. From your Magento store admin click System and then click Web Setup Wizard.
  2. In the Web Setup Wizard click Component Manager.
    mage2_componentManager.png
  3. If you haven't already, sign in and sync to your Magento Marketplace account.
    mage2_syncMMAccount.png
  4. Find the klaviyo/magento2-extension and install it.
    mage2_installKlaviyoExtensiton.png
  5. After the installation is complete, navigate back to your Magento store admin, click Stores and then click Configuration under Settings.
  6. From the Klaviyo dropdown click General. Set Enable Klaviyo Extension to Yes and enter your six-digit Public Klaviyo API Key.  
    Mag2Int1b.png
  7. Click Save Config.

Your installation of the Klaviyo extension is now complete. Leave this screen open to capture your Magento API Credentials in the next step.

Setup your Magento API Credentials

You'll need Magento API credentials to integrate your Magento 2 store with Klaviyo.

In the Configuration section, click on Setup Klaviyo User.
Mag2Int2.png

Take note of these fields:   

  • Username: klaviyo
    You'll notice that this field is pre-populated with the "klaviyo" username. You can feel free to change this username to whatever you like. Make note of this username, as it will serve as part of the Magento API credentials which will be needed in the next step

  • Password: myStrongPassword
    Enter a strong password.  Take note of this password, as it will serve as part of your Magento API credentials which will be needed in the next step.

  • Email: MyEmail
    Enter your email address

 When you're finished, click Save Config.

Enable the Magento 2 Integration in Klaviyo

Now you'll use the Magento API credentials you created to enable the Magento 2 integration in Klaviyo.

In a new browser tab, log into your Klaviyo account and navigate to the Integrations tab.  Find and select the Magento 2 integration.

Enter the following information:

  • Site URL: The site URL is the address of your Magento instance.
  • API Username: by default, this value is "klaviyo." If you changed the API username in the previous step, enter it here.
  • Password / API key:  The password you created for your new user.

Click Connect to Magento 2.

Your data will begin to sync into Klaviyo in minutes. You've successfully enabled the Magento 2 integration.

Sync a Magento Signup Form to a Klaviyo List

New signups can be subscribed to a Klaviyo list if they have a subscribed status of 1 in Magento. To configure this, go to the Magento 2 integration settings page in Klaviyo. Then, select the checkbox to Subscribe new customers to a Klaviyo list and select the list you would like to sync subscribers to.

You can install the newest version of the Klaviyo/Magento2-extension via composer. The package can be found here.

 

Magento_2___Klaviyo.png

If you are using an older version of Magento 2, you can sync a Magento signup form so that users are added to a Klaviyo list using the following method:

  1. Create a list in Klaviyo that you want to sync with your Magento sign up form.
  2. Create a private API key.
  3. From your Magento store admin, click Stores and then click Configuration under Settings.
  4. From the Klaviyo dropdown click General.
    mage2_klaviyoGeneralTab.png
  5. Fill in your Private Klaviyo API Key and click Save Config.
    You may be prompted to flush your cache at this point. This is expected whenever updating configuration files in Magento 2.
  6. From the Klaviyo dropdown click Newsletter.
  7. From the dropdown select the Klaviyo list you want to sync your Magento signup form.
    mage2_syncListSelection.png
  8. Click Save Config and flush your cache again.

Your Magento signup form is now synced with your Klaviyo list.

This process syncs all future subscribers. Existing subscribers need to be manually migrated from your Magento list into Klaviyo.

Monitoring the Historical Data Sync

When you first integrate with Magento 2, Klaviyo will sync the last 90 days of your Magento 2 data so you can get started right away with engaging your most recent customers. After the sync of your most recent 90 days of data, Klaviyo will begin your complete historical data sync.  Depending on how many orders, customers and products your store has, it can take anywhere from a few minutes to several days to sync all of your data.

Once this historical sync is complete, new data will sync to Klaviyo every 30 minutes. To check the progress of the initial sync, click on the Metrics tab in the sidebar.

Find the Placed Order metric and change the date range of the graph to see which dates have been fully synced. When the sync is complete, the Magento 2 integration in the Integrations tab will be marked complete. If you want to verify for yourself that all data from Magento 2 is synced, you can cross-check the total orders for a few days or a week. Before you start validating, make sure your account's timezone matches the settings in Magento 2.

To check or update your account's timezone, go to the Account Settings page and check the Contact Information > Organization section.

Data Synced with the Magento 2 Integration

The Magento 2 integration syncs with Klaviyo every 30 minutes.

Klaviyo's Magento 2 integration and complementary extension pull key customer information from your Magento platform. Here's some of the data we sync from Magento:

  • Customer information including first name, last name, and location.
  • Klaviyo syncs all customers that subscribe to your Magento 2 newsletter list moving forward. It is important to ensure that any customer that makes it to your Magento 2 newsletter list has consented to receive marketing emails.

  • Sales and order data including which items were purchased, item images, item categories and any discounts applied.
  • Fulfillment, refunded and canceled order data.

  • When people visit your website and which items they view; you won't have to add the Klaviyo tracking snippet to your site as this web tracking is already handled by our extension for Magento.

To learn more, head over to Review and Understand your Magento 2 Data

Convert Magento Order Values into a Single Currency

Klaviyo supports the conversion of all foreign currencies in Magento into one primary currency in Klaviyo. When this feature is enabled, the conversion happens when Magento syncs order data into Klaviyo. This is especially helpful if you have multiple stores with transactions in different currencies.

Klaviyo will check if the order_currency_code is the same as the set global_currency_code. If not, Klaviyo will convert the order total from the order currency to the global currency specified in your integration settings. This ensures that your financial analytics are accurate.

Contact customer support if you are interested in enabling this feature in your Klaviyo account.

 

x
Was this article helpful?
37 out of 72 found this helpful