Understand data warehouse syncing in Klaviyo

You will learn

Learn how to sync data from Klaviyo to your data warehouse, and import warehouse data to Klaviyo via SFTP. You can sync your customer profile and event data, allowing you to store and analyze key information about your customers outside of Klaviyo. 

Before you begin

You will need to ensure that the data warehouse you are connecting with is configured as a destination. To make sure you have set this up correctly:

• Make sure the user that is provided to Klaviyo has the right permissions
• Make sure to set tables with the appropriate names, shown below, based on your warehouse.

Additionally, make sure to allowlist Klaviyo's outbound data warehouse traffic IP addresses. This will ensure that Klaviyo's requests are not blocked by your security layer. These addresses are represented by the following CIDR ranges:

• 184.72.183.187/32
• 52.206.71.52/32
• 3.227.146.32/32
• 44.198.39.11/32
• 35.172.58.121/32
• 3.228.37.244/32
• 54.88.219.8/32
• 3.214.211.176/32

Connect to a data warehouse 

To add a data warehouse connection to Klaviyo, navigate to Data management > Syncing.

1. To add a data warehouse, click the New connection button. 
2. On the Select a destination modal, select a supported data warehouse to connect with Klaviyo.

Alternatively, you can select your data warehouse from Klaviyo’s integration directory by going to Account > Integration.

When connecting a warehouse, you can either import data from your data warehouse to Klaviyo, or set a warehouse as an outbound sync destination.

Import data via SFTP

If you’d like to import data from your data warehouse into Klaviyo, you can do this via SFTP.

To import your data into Klaviyo, select Import data when first connecting a warehouse destination, or click the Import button on the Data syncing page if you already have a connection established.

The process to import warehouse data into Klaviyo is as follows:

1. Export your desired data from your data warehouse.
2. Generate SSH keys on your local machine.
3. Configure SFTP client and import.

Export your database

First, you’ll need to export your data from your warehouse. Log into your warehouse and export the data you’d like to import to Klaviyo into a CSV file.

Generate SSH keys on your local machine

Once you have your desired data exported from your warehouse, generate a new SSH key on your local machine and add it to Klaviyo by selecting the Add SSH key button.

Configure SFTP client and import

Once your SSH key has been successfully added to Klaviyo, you’ll need to configure your SFTP client and import the data.

1. Open your SFTP client and configure a new connection with the credentials presented in Klaviyo. You’ll see the credentials presented after successfully adding your SSH key.
2. Once authenticated, make sure your database follows the recommended guidelines before importing.
3. Upload your database file via your SFTP client and review.

You’ll also see a list view of your recent imports with the following information:

• Status
  Completed or incomplete.
• Rows processed
  Percentage of total rows processed so far.
• Import date
  Date of import.
• Imported by
  User that imported data.

Export data to your warehouse  

To configure your data warehouse as destination, you’ll need the following set of information and credentials for each data warehouse.

After entering your credentials for the data warehouse you are syncing with, choose the data you want to sync from Klaviyo. 

Data objects 

In the Data objects section you can choose to sync all profile data, just specific event data, or both types of data by checking the applicable box(es) next to each option.

Integrations to exclude

In the Integrations to exclude field, you can select the specific integration(s) that you want to exclude in the data warehouse sync. This is helpful if you want to remove a specific integration’s data that you may have already connected to Klaviyo from syncing as well.

Selective sync

In the Selective sync field, you select the specific events that you want to sync to your data warehouse from Klaviyo. By default, all events are included. When you set specific events to sync with this field, only the selected events will sync. 

Select how often your data will sync

The value set for the Periodic sync cadence field in the section called Select how often your data will sync defines how frequently a sync will occur from Klaviyo to your data warehouse. 

Select how much historical data you want to sync 

In the Select how much historical data you want to sync section, you can define how much historical data you'd like to sync from Klaviyo to your data warehouse during the initial connection. You can pick: 

• 30 days 
• 90 days
• 1 year
• All time 

Sync review

Once you have connected your integration, if the setup was successful, you will see a final screen noting that the connection is Enabled, along with: 

• Details of the sync you setup.
• What data is being shared (profiles, events, or both).
• Any excluded integrations.

If your sync was not successfully connected, you will instead see an Unable to connect status, along with options to either retry your connection or to edit the information in your credentials.

Once you have successfully connected your data warehouse, you will be brought back to the main Data syncing list page. Here you will see your:

• Warehouse Destination 
• The Enabled status
• Any potential errors that may have occurred with your sync in the past 24 hours.
• The last sync that occurred along with a timestamp of this event.

Since you will only ever be able to connect one destination, you will only see one destination reflected in this list view.

Data syncing dashboard

Once you have a successful connection, click on your integration from the Data syncing list page. From here you will be brought to the data syncing dashboard providing historic and current information on the data syncs that have run.

Here you’ll see the syncing information split into 2 tabs:

• Historical
• Periodic

Historical 

The Historical tab has logs that show the status of your historical data syncs. Historical syncs refer to the syncing of your existing data from Klaviyo to your data warehouse when you establish a connection. 

You’ll see the following information for each sync: 

• Name
  The data is being included in the sync.
• Status
  Status and potential progress of the sync with an estimated percentage or potential errors noted. These statuses could include:
  
  
  • Completed
    Your data finished syncing for this one-off sync. It will not resync again automatically.
  • Scheduled
    When the next sync is scheduled to automatically run.
  • In progress
    Data is actively syncing to your data warehouse with an estimated percentage of completion.
  • Errored
    An error occurred but Klaviyo will keep trying to re-establish a connection. Depending on the integration, this timing may slightly differ.
  • Failed
    The sync completely failed even after trying to re-establish a connection. This means that you will need to review your configuration settings or even data warehouse setup.
  • Paused
    You have paused the sync manually.
  • Disabled
    The sync was disabled because the integration itself was disabled or removed.
• Started on
  Start time of the sync.
• Ended on
  End time of the sync.

Periodic

The Periodic tab has logs that show the status of your periodic syncs. As customers continue to interact with your brand and new data is created, it will be routinely sent to your data warehouse. When setting up a data warehouse connection, periodic syncs will occur every hour. 

You’ll see the following information for each sync: 

• Name
  The data is being included in the sync.
• Status
  Status and potential progress of the sync with an estimated percentage or potential errors noted. These statuses could include:
  
  
  • Completed
    Your data finished syncing for this one-off sync. It will not resync again automatically.
  • Scheduled
    When the next sync is scheduled to automatically run.
  • In progress
    Data is actively syncing to your data warehouse with an estimated percentage of completion.
  • Errored
    An error occurred but Klaviyo will keep trying to re-establish a connection. Depending on the integration, this timing may slightly differ.
  • Failed
    The sync completely failed even after trying to re-establish a connection. This means that you will need to review your configuration settings or even data warehouse setup.
  • Paused
    You have paused the sync manually.
  • Disabled
    The sync was disabled because the integration itself was disabled or removed.
• Data freshness
  Data freshness refers to how up-to-date your data is. For example, if a sync has a freshness of 2 minutes, this means that any new data created in Klaviyo in the past 2 minutes is not yet in your data warehouse. 
• Buttons to Pause, Resume, and re-enable individual syncs.

Removing data warehouse connections 

To delete a data warehouse connection from your Klaviyo account, navigate to the Integrations page in Klaviyo from the account menu in the bottom left corner.  

On Integrations page, open the menu next to your data warehouse integration select Remove integration to remove the connection.

View error logs 

If you are experiencing issues with data syncing between Klaviyo and your data warehouse, viewing the associated error logs can provide additional information around the cause of the issue. 

To view errors, click into your warehouse destination on the Syncing page. On both the Historical and Periodic sync tabs you’ll see a list of the exports and their status, along with an indicator showing whether there are any active errors.

To view more details about a particular error, click into the export experiencing the failure. 

Here, you’ll see a timeline of the outbound syncs, along with an error or success message based on the status of the sync. 

Clicking into a specific error will open a drawer with the following information:

• Summary
  A brief description of the error returned by the data warehouse. 
• Code
  The error code for the error.
• External message
  The actual error message returned by the data warehouse.
• Date
  The date and time of the error. 

Additional resources 

Understanding how information is exchanged between Klaviyo and apps

Understanding the types of information exchanged between Klaviyo and apps