How to use the ecommerce onboarding checklists
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Updated Aug 5, 2025, 12:00 AM EST
You will learn
Learn how to set up a customized ecommerce onboarding checklist and get started with Klaviyo.
Access and download the checklists
Choose the checklist for your ecommerce integration or the SMS resource for your region below. Downloadable checklists open in Google Sheets or Google Docs in view-only mode.
- BigCommerce onboarding checklist
- Magento 1 onboarding checklist
- Magento 2 onboarding checklist
- OpenCart onboarding checklist
- PrestaShop onboarding checklist
- Salesforce Commerce Cloud onboarding checklist
- Shopify onboarding checklist
- Shopware 6 onboarding checklist
- Wix onboarding checklist
- WooCommerce onboarding checklist
- Custom integration onboarding checklist
- US and Canada SMS setup guide
- UK and Australia SMS onboarding checklist
It's important to follow each checklist in the specific order recommended and as outlined. For SMS setup and sending-number options, follow How to set up SMS in Klaviyo, even when using a regional checklist.
To edit a downloadable checklist, choose one of these options:
- To edit online, make a copy of the file in Google Drive.
- To edit on your computer, download a copy of the file. Choose Excel (.xlsx) for an ecommerce spreadsheet or Word (.docx) for the UK and Australia SMS document.
Additional resources
- How to create and send an email campaign
Learn about the basics of email campaigns, including what they are and how to send them in Klaviyo.
- Getting started with Klaviyo
- Getting started with SMS and MMS for the first time
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