How to migrate from Yotpo to Klaviyo

Learn how to migrate from Yotpo email and SMS to Klaviyo via Klaviyo’s Yotpo Email & SMS Migration integration. This integration syncs profiles from Yotpo. Additionally, learn best practices and next steps when migrating.

Before you begin

1. You must be an account administrator in Yotpo in order to integrate.
2. You must be an Owner, Admin, or Manager in Klaviyo in order to integrate.
3. If you plan to migrate your SMS contacts from Yotpo, you must first:
   • Set up SMS in Klaviyo. Before importing SMS consent, configure sending numbers that cover every country represented by your SMS subscribers.
   • Notify subscribers before you start sending from the new number.

Recreate forms, email templates, and flows

First, recreate your most important customer collection methods (referred to as “forms” in Klaviyo), email templates, and flows in Klaviyo. Once you have these ready, you don’t have to worry about maintaining 2 different subscriber lists or having a gap in customer communications.

For information about these product areas, check out these getting started guides:

• Forms
• Email templates
• Flows

Since the integration is a 1-time sync, having your messages and forms ready helps you switch to Klaviyo once you have imported consent and checked your migrated data.

This is also a good time to review what’s working well:

• Is one form outperforming the rest?
• Which flows are generating the most revenue?
• Which email template creates the highest clicks?

This not only tells you what to prioritize when moving to Klaviyo, but it also indicates where you should spend time experimenting and optimizing.

Integrate Yotpo with Klaviyo

To integrate Yotpo with Klaviyo, you'll need to obtain your App Key and Secret Key from Yotpo, then set up the integration in Klaviyo:

1. In your Yotpo SMS and Email admin, click your account icon and select Account Settings.
2. Scroll to the API Credentials section, then copy your App Key.
   

3. In a new tab, log in to Klaviyo and select the Integrations tab.

4. Click Explore apps to open the Klaviyo app marketplace in a new tab.

5. Search for Yotpo on the Klaviyo app marketplace and select the Yotpo Email & SMS Migration integration.

6. Click Install.

7. Paste your Yotpo App Key you copied in the corresponding box.

8. Switch back to your Yotpo tab.

9. Under API Credentials, click Get secret key.

10. Copy the code sent to your email and paste it in the box, then click Submit.

11. Your Secret Key will appear in a pop-up. Click Copy to clipboard.

12. Switch back to your Klaviyo tab.

13. Paste your Secret Key in the corresponding box, then click Connect.

14. Review the permissions and click Allow.

15. Click Complete setup.

16. You’ll receive a success message confirming that your Yotpo integration has been connected.

Data synced from Yotpo to Klaviyo

Once you integrate Yotpo with Klaviyo, Klaviyo will perform a 1-time sync of profiles from Yotpo that have a valid email address or phone number. This integration is intended for use in migration and does not have an ongoing sync. Data is only synced from Yotpo to Klaviyo.

The following profile properties sync from Yotpo to Klaviyo:

• Email
• Phone number
• First name
• Last name
• Address1
• Address2
• City
• Region
• ZIP
• Country
• Yotpo Gender
• Yotpo Default Language
• Yotpo Default Currency
• Yotpo Tags

The integration does not import email or SMS engagement data, such as the dates of the last opens, deliveries, sends, or engagements.

Import consent and suppressions

Before importing contacts into a list, turn off any flows triggered by that list unless you want newly added contacts to enter them. Importing contacts can trigger these flows, including welcome flows.

The integration does not sync email or SMS consent. Export consent from Yotpo and import it into Klaviyo using a CSV file. For instructions, see How to import subscribers to a list and How to upload a list of SMS contacts.

When mapping your CSV columns, use the Email Marketing Consent and SMS Marketing Consent fields for the relevant channels. Preserve each contact’s consent status, including Unsubscribed. Do not mark everyone as subscribed if the file includes contacts who have not consented or have opted out.

Email suppressions also need to be migrated separately. Export the email addresses suppressed in Yotpo and upload them to your Klaviyo suppression list before sending email from Klaviyo.

After migrating your data

Turn off all subscriber collection methods in Yotpo

Once you import, you should immediately stop collecting new subscribers in Yotpo. Maintaining lists of subscribers in 2 different platforms is not only difficult, it’s a risky compliance move (particularly for SMS).

1. In Yotpo, navigate to Audience.
2. On the Subscriber Collection Tools page, scroll down to My tools.
3. Click the 3 horizontal dots next to a live tool.

4. From the menu, click Edit to view this tool.

5. At the top, open the Status dropdown.

6. Select Draft.

7. Click Save as Draft.

8. Repeat for any other live subscriber collection tools.

In addition, edit or remove any place where you’ve linked to these opt-in pages, such as on your social media pages, QR codes, etc.

Take note of key settings in your Yotpo account

When you migrate to a new service provider, there’s no guarantee that they use the same settings. This can lead to significant differences in your data once you change platforms, so a key part of migration is noting down your current settings.

In particular, pay attention to the following:

• Conversion windows, and how attribution works in Klaviyo
• UTM tracking
• Smart Sending

To find these settings in Yotpo:

1. In the left sidebar, open the Settings dropdown, then click General Settings.
   

2. Navigate to:

1. Attribution for your conversion and UTM settings.
2. Compliance for Smart Sending.

SMS-specific considerations

If you are also moving your SMS plan to Klaviyo, please:

• Configure sending numbers that cover every country where you want to collect or import SMS consent.
• Write down your subscribe keywords.
• Check quiet hours.

Next steps

Before sending from Klaviyo, check that your profiles, consent statuses, and email suppressions have migrated as expected. Review any import errors and resolve them before using the affected contacts.

As a next step, we recommend:

1. Confirming how to cancel your Yotpo email plan with Yotpo support.
2. Adding your users in Klaviyo.
3. Recreating your segments.