Migrating from Another SMS Provider to Klaviyo

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Overview

Migrating from another SMS provider strengthens your ability to create a truly customized experience for your customers. Importing your SMS contacts will allow you to centralize your customer data so you can leverage Klaviyo’s robust analytics. You can also tailor your customers' experience through the use of flows that integrate SMS, email, and push notifications.

This guide will walk you through migrating your data from another SMS provider to Klaviyo.

Checklist

Follow these steps to migrate from another SMS provider to Klaviyo:

  1. Choose an SMS sender number
  2. Export SMS contacts
  3. Format your contact list
  4. Upload the SMS contact list into Klaviyo
  5. Export additional data
  6. Migrate third-party signup forms into Klaviyo
  7. Point your forms to a Klaviyo SMS opt-in list
  8. Send your first SMS campaign

Designate an SMS Sending Number

When you enable SMS in Klaviyo, you'll be prompted to choose an SMS sending number. By default, Klaviyo will provide you with one long number (1-XXX-XXX-XXXX) for free, but you can choose to use a toll-free number (1-800-XXX-XXXX), a short code (XXXXX), or an existing dedicated SMS number. If you indicate that you already have an SMS number, our Support Team will contact you regarding porting your number over to Klaviyo.

Klaviyo is able to port over short numbers from a different service provider. At this time, Klaviyo is unable to port over long numbers, but we will assign you a new long number upon request.

Switching from another SMS provider is a great time to re-evaluate and possibly make changes to your SMS number type. For more information, see our guide on choosing an SMS Number.

Export SMS Contacts

Before you begin the process of migrating your SMS contacts into Klaviyo, it's important to distinguish between subscribers who have opted-in to SMS messaging and those who have not. It is against Klaviyo's Terms of Service and TCPA laws to market to contacts who have not explicitly opted-in to receive SMS communication from your business.

Klaviyo identifies opt-in subscribers as those who have a phone number and an SMS Consent Timestamp associated with their profile. Klaviyo will only send SMS messages to contacts who have both a phone number and an SMS Consent Timestamp stored within their Klaviyo profile.

SMS_profile.png

Primarily you'll want to export contacts from your previous SMS provider that have opted-in to SMS messaging.

Most SMS Providers allow you to export your contacts in CSV format. Contact your SMS Provider for specific instructions on how to export your contacts. If you store both opted-in customers and unsubscribed/opted-out customers within your SMS provider account, be sure to filter for contacts who have opted-in to SMS communications for your primary contact import.

When you designate contact fields to export, be sure to select phone number and SMS Consent Timestamp. Additionally, you may also want to export first name; last name; address; and any other identifying information like gender, birthdate, etc. You'll have the opportunity to map these fields before you import them into Klavyo.

Export your data in CSV format.

After you finish exporting subscribers, you may want to separately export contacts who have unsubscribed or opted-out of SMS messaging to be saved outside of Klaviyo for historical reference. Be sure to keep these non-subscribers separate from the contacts you intend to import into Klaviyo.

Format Contact List

Contacts are imported into Klaviyo in CSV format. You should carefully format your CSV file before it's imported into Klaviyo to ensure that your contacts are imported smoothly and accurately.

Open your CSV file. Carefully comb through your list, paying special attention to the column headings:

  • Column headings should be in the first row of the CSV file. If there are additional rows before the column headings, delete these extra rows.
  • You must include a "Phone Number" column. Phone numbers must be in E.164 format (e.g., +17192223456). When formatting your CSV, add a ' character before the + character to ensure that the cell isn't autoformatted.
  • You must include an "SMS Consent Timestamp" column. Timestamps need to be specifically formatted or Klaviyo will not recognize them as timestamp fields. Make sure timestamp data is represented in one of these formats:

    YYYY-MM-DD HH:MM:SS

    MM/DD/YYYY HH:MM:SS

    MM/DD/YY HH:MM:SS

    MM/DD/YYYY HH:MM

    MM/DD/YY HH:MM

    YYYY-MM-DDTHH:MM:SS

  • You may also want to include a "First Name" and "Last Name" column.
  • Include any custom profile properties, such as gender, that you'd like to upload into Klaviyo

This is an example of how your CSV file should be formatted:

SMS_CSV_Import.png

For more detailed instructions on formatting CSV files, head to our article on Creating and Adding Contacts to a New List.

Import Contact List

After you've formatted your export data, you can import it into a Klaviyo list. Some Klaviyo flows are triggered by a phone number or email address being added to a list. Before you begin uploading contacts to a list, make sure these related flows are turned to draft or manual mode.

Log into your Klaviyo account and navigate to Lists & Segments. Locate the list where you'd like to upload your contacts. Click the menu to the right of the list and select Import Data.

SMS_Import_2.gif

Drag and drop your CSV file. You will be prompted to review field mapping before Klaviyo begins the import. Carefully review each import field/corresponding Klaviyo field, and modify them as needed. By default, all identified fields are included in the import. You can omit a field from the import by unchecking the box to the right of the field name.

Import fields that are not automatically matched to a Klaviyo field are marked as "Unmapped." If you try to import an unmapped field, Klaviyo will give you an error message and prompt you to map the field.

From the dropdown, select an existing Klaviyo field name or create a custom field by typing a name into the blank entry field. To the right of the field name, select a data type from these options: String, Boolean, Numeric, Date, or List. If you're unsure of the data type, head to our article on data types in Klaviyo.Field_Mapping_2.gif

This is a simple example of field mapping for an SMS contacts import:
SMS_Import_5.png

When you're finished, click Import Review on the upper-righthand corner of your screen.
SMS_Import_6.png

Review your selections, taking special note of SMS Consent verification. When finished, click Start Import.
SMS_Import_3.png

For a deeper dive into importing contacts, head to our article on Migrating Existing Subscribers and Unsubscribes into Klaviyo.

Export Additional Data

You may have data associated with your SMS account that you want to export for historical reference, such as call logs, reports, or account information. Before you sunset your previous SMS provider account, comb through your account and extract anything you may need to reference in the future. Contact your provider's support team if you need help with your export.

Migrate External Signup Forms to Klaviyo

Currently, SMS consent can only be collected through a Klaviyo signup form. If you have forms associated with your previous SMS provider or third-party signup forms, you'll need to re-create those in Klaviyo.

Klaviyo has an intuitive drag-and-drop signup form builder that you can use to recreate your signup forms. You can also custom code a signup form in Klaviyo using our legacy signup form resources. To make life easier, we also offer a form library with pre-designed forms that you can customize for your site.

Once your forms are created, point your forms to a Klaviyo SMS opt-in list.

Learn more about creating signup forms.

Getting Started with SMS in Klaviyo

Once you're done migrating your SMS contacts, you'll be able to leverage Klaviyo’s powerful SMS tools to create a customized experience for your customers.

Create an SMS Welcome Series

Just like your customers receive an email when they signup for your newsletter, you can enable a flow for when customers sign up for SMS notifications.

Add an SMS Message to a Flow

Truly customize your customer's experience by incorporating SMS into your flows.

 

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