How to turn on data sharing

Estimated 2 minute read

Organizations is currently in beta. To get started, contact your customer success manager (CSM).

You must be an Org Super Admin or have a custom organization role with Account Management set to Edit to set up data sharing. Your accounts must already be linked to the organization.

You will learn

Learn what data sharing is within an organization, why you'd turn it on, and how to request and approve it for linked accounts.

What is data sharing

Data sharing is what powers cross-brand identity resolution: linking matching customer profiles across your linked accounts so you can see and act on the full relationship a customer has with your brands.

Account data itself is never merged or modified. Profiles are linked for analytics and insights only, so each account still owns its own data, its own consent, and its own sending reputation. For example, "Chris Apple" could have profiles in 3 of your 4 linked accounts. The setup screen uses example profiles to illustrate matching. It does not preview your accounts' actual profile matches.

Data sharing works together with account linking. Each account must approve data sharing before its profile data is included at the organization level. Approval includes accepting the Klaviyo Organizations Feature Data Processing Addendum.

Set up data sharing

1. Open your organization and select Organization Home.
2. Click Set up data sharing, then Start setup.
3. Review the profile-linking explanation, then click Activate profile linking.
4. On Send data sharing requests, review the addendum and select the checkbox confirming that you want to enable data sharing and send approval requests. Selecting this checkbox accepts the addendum on behalf of your organization.
5. Click Send requests. When the confirmation appears, click Done.

For accounts you link later, click Set up data sharing on Organization Home. This opens the request step directly. Review the addendum, select the confirmation checkbox, and click Send requests, then Done.

Approve data sharing for an account

An Admin or Owner of each linked account can approve its request. Only 1 approval per account is needed.

1. In the linked account, go to Settings > General > Account.
2. In the Organization section, click Review request.
3. Review which data will be shared and the addendum. Select the checkbox to accept the addendum on behalf of the account, then click Accept and share data.

The account's Data sharing status changes to On. Sharing is enabled for each account as it approves. Accounts awaiting approval or with a declined request are excluded from cross-account analytics. Return to Organization Home to track approvals.