You must be the Portfolio Owner to close a portfolio.
You will learn
Learn how to close a portfolio account in Klaviyo, which permanently deletes the portfolio and its metrics. Closing a portfolio unlinks all accounts, but has no other impact on any linked account.
This article only includes instructions for portfolios. For information about closing a regular account, see how to cancel, close, or downgrade an account to free.
Close a portfolioClose a portfolio
Closing a portfolio deletes it and any data in that portfolio.
Once deleted, you cannot recover the portfolio. Instead, you must recreate it by manually linking each account again and re-establishing the metrics.
- If you are the Portfolio Owner, click the account name in the bottom left.
- Select Settings > Portfolio.
- Scroll down to the Close portfolio section
- Select the Close portfolio button.
- Choose the reason why you’re closing the portfolio:
- Consolidating portfolios
- We are consolidating portfoliose
- Issue with portfolio
- Portfolio is difficult to use.
- Portfolio doesn't have the features or functionality I want.
- Portfolio has issues or bugs.
- Other
- Testing out portfolio
- No longer needed
- Consolidating portfolios
- Optional: tell us more about why you're closing, so Klaviyo can make improvements.
- Select Continue in the upper right.
- Export the following before continuing by clicking the Export CSV buttons:
- Billing
- Metrics
- Select Continue in the upper right.
- Confirm the name of the portfolio (it is not case sensitive).
- When you are ready to finish deleting this portfolio, select Close portfolio.
- This action deletes all of the portfolio’s data.
Once you close a portfolio, you are logged out of Klaviyo. You need to sign back in to access another account.
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