Klaviyo Sync & Neto Guide

Sync your historical and real time data to Klaviyo so you can stay on top of your customer interactions with your Neto store.

 

On This Page

• Add Billing
• Connect Klaviyo Account
• Start & Schedule
• Sync Newsletter Subscribers
• Monitoring the Historical Data Sync
• Metrics
  • Abandoned Cart
  • Placed Order
  • Ordered Product
  • Fulfilled Order
• Synced Customer Data
• Frequency of the Sync
• Verify your Order Data
• Product Feed

 

Add Billing

In left menu click Account. Once in this page you will see your account information that you can edit if required. Scroll to the Billing section and click Add Payment Method.

 

 

On the pop up enter your credit card details and click save. This payment method will now be saved against your account through our payment provider (we do not have access to your card details). If you wish to change to a new payment method but already have subscribed to a paid plan you can add a second card and remove the first card.

After successfully adding a payment method go to Available Subscriptions section and click subscribe button on the Klaviyo and Neto plan.

 

 

Connect Klaviyo Account

Go to left menu and click Klaviyo. On this page you can connect your Klaviyo account or multiple accounts. On right side of page click Connect Account. The next page will require you to set a name for this connection - you may call it Klaviyo. When adding more than one Klaviyo account you can enter unique names to differentiate them. You will need to enter Klaviyo API keys and click save. If your details are verified successfully the account will be added. If you receive an error please double check your API keys.

 

 

Start & Schedule

On the Settings page you select:

• Neto store - you can only have one Neto store connected and this is selected by default.
• Klaviyo account - select from dropdown which Klaviyo account you would like to use.
• Klaviyo list - if you would like all your customers who have opted in for newsletters to be added to a list please select from the dropdown. If you do not select a list, Neto customers will not be automatically added to any Klaviyo list. If you are migrating from another marketing platform please ensure you have updated your customer Newsletter opt in field in Neto to match your current platform.

 

Once you are happy with your selection please click the confirm button. After you confirm you will be able to switch on the data transfer by clicking start. You may stop the batch processes at anytime by clicking Pause.

 

Sync Newsletter Subscribers

When you connect your Klaviyo account with your Neto store, one of the properties synced from your store is whether each customer accepts newsletters or not. The property can be either true or false. 

To learn more about how the newsletter property is managed by Neto , view their documentation.

The app syncs the newsletter property from Klaviyo to Neto and checks for existing users in Klaviyo who have unsubscribed already. It's important to note that Neto's newsletter property does not reflect whether someone is or isn't subscribed to a Klaviyo newsletter list. As such, there are a few situations which can cause someone to have Neto newsletter set to false, but they're still subscribed to your Klaviyo newsletter:

• If a customer checks out and decides not to accept email marketing at that time, but later subscribes through a Klaviyo signup form, they'll still be added to your newsletter list. We do not update Neto customers with this new status and it won't be overwritten by Neto customer import.
• If a customer checks out and does accept email marketing, they'll be added to your newsletter list. If they check out again, they'll probably decide to not subscribe again since they're already subscribed. Depending on your checkout configuration, Neto might see this as not accepting marketing (Newsletter = false.) You probably don't want to treat this customer as an unsubscribe. The customer will stay on the newsletter list but have the profile in Klaviyo updated to Accepts Marketing = False.

Klaviyo will not automatically sync historical subscribers to a list. If you need to add historical subscribers to your newsletter list, you'll need to do so manually. Be sure to check out the Klaviyo article on importing subscribers to an existing list. This also applies if you are moving from a different marketing platform. You may have customers who are still set as newsletter subscribed in Neto but have subsequently unsubscribed from your current marketing platform. When you sync Neto data these customers will be added to your newsletter list. You can perform a bulk suppress update in Klaviyo using an unsubscribed list from another marketing platform.

 

Monitoring the Historical Data Sync

When you first switch on the app it will begin your complete historical data sync. Depending on how many orders, customers and products your store has, it can take anywhere from a few minutes to several days to sync all of your data.

Once this historical sync is complete, new data will sync to Klaviyo based on your schedule settings.

To confirm data of initial sync, click on the Metrics tab in the sidebar. Find the Placed Order metric and change the date range of the graph to see which dates have been fully synced. If you want to verify for yourself that all data from Neto is synced, you can cross check the total orders for a few days or a week. Before you start validating, make sure your account's timezone matches the settings in Neto .

Klaviyo limits the number of unique metrics you can create to 200. When you approach this threshold, you will be alerted via a warning in your account, along with an email to the account owner.

 

Metrics

Below is a list of all the metrics synced from Neto and an explanation of the data included along with each metric.

 

Abandoned Cart

Placed Order

This event is tracked when a customer completes the checkout process and creates an order in your Neto store. The event Klaviyo tracks includes all of the product information about the items someone purchased including product names, images and variant information so you can use that information in purchase follow up emails. You can filter and target Placed Order events based on the following criteria:

• $value: The total value of the placed order, inclusive of shipping and any applied discounts
• Items: The names of the products in someone's order, e.g., t-shirt or pants
• Collections: The complete set of collections or categories applied to the product, e.g., t-shirts, men's and sale
• Item Count: The number of items in the order, e.g., 2
• Discount Codes: Any discount or coupon codes someone used towards the order, e.g., SPRING2015; while this isn't synced as a specific metric, there will be a Discount Codes property for each order that will allow you to see who purchased using particular codes.
• Total Discounts: The total amount of any coupons or discounts if someone used a code, e.g., 10.00
• Source Name: Sales channel (e.g.POS, Mobile etc.)

Ordered Product

This event is also tracked when a customer places an order, but a separate event is tracked for each item someone purchases. For example, if someone buys a t-shirt and a pair of pants, one Placed Order event will be tracked along with two Ordered Product events -- one Placed Order event for the purchase as a whole, and then one Ordered Product event for the t-shirt and one Ordered Product event for the pants.

The events Klaviyo tracks includes detailed information about each product someone purchases. This is useful when creating behavioral segments based on product variant options and other detailed information that's not available in the Placed Order event. You can filter and target Ordered Product events based on the following criteria:

• $value: The total value of the item purchased; no shipping costs or discounts included
• Name: The name or title of the ordered product in Neto, e.g., t-shirt
• Variant Name: The name or title of the product variant in Neto, e.g., red, size medium t-shirt
• SKU: The SKU of the product variant, e.g., REDMEDIUMTSHIRT
• ProductID: The ID associated with the product in your store
• Quantity: The total quantity ordered of the product
• Collections: The complete set of collections or categories applied to the product, e.g., t-shirts, men's and sale
• Tags: Any tags applied to the product in your store
• Variant Option: <OptionName>: the name and value of any variant options for the variant ordered, e.g., Variant Option: Size would be Medium and Variant Option: Color would be Red
• Attribute: <AttributeName>: the name and value of any product attributes for the product ordered, e.g., Attribute: Season would be Spring

 

Fulfilled Order

This event is tracked when an order is marked as "dispatched" in your Neto store. Klaviyo will track a Fulfilled Order event specifically when we sync an order with a Order Status of "dispatched."

The event Klaviyo tracks includes all product information regarding the items someone purchased including product names and images so you can use that information in purchase follow up emails. You can filter and target Fulfilled Order events based on the following criteria:

• $value: The total value of the fulfilled order
• Items: The names of the products in someone's order, e.g., t-shirt or pants
• Collections: The complete set of the collections of the products in someone's order, e.g., t-shirts, men's, pants, and sale
• Item Count: The number of items in the order, e.g., 2
• Discount Codes: Any discount or coupon codes someone used towards the order, e.g., SPRING2015
• Total Discounts: The total amount of any coupons or discounts if someone used a code, e.g., 10.00

 

Synced Customer Data

In addition to the metrics Klaviyo syncs from Neto, Klaviyo will also create a unique profile for every customer that we sync. When we sync contact information, there are also certain custom properties that may get added to each Klaviyo Profile. You can use these properties in segments and in flows. Here are the properties that are automatically synced from Neto:

• Email, First and Last Name, City, State/Region, Zip Code, Country, Phone Number: These built-in Klaviyo fields are automatically populated with all available data from Neto
• Accepts Marketing: Whether or not a customer has opted-in to receive marketing, e.g., True/False

 

Frequency of the Sync

Metrics and profile properties from Neto are synced in batches. You should see event data appear in your Klaviyo account within 15 minutes of when the event is tracked in your Neto store.

Because we sync all metrics in batches, any information that might be added to an order after it is processed will not sync into Klaviyo. The app does not re-sync metrics after the initial event takes place, so no tags or adjustments made to an order after-the-fact will be updated in Klaviyo.

 

Verify your Order Data

Klaviyo imports all of your Neto data. To verify this, you can compare the number of orders on a particular day with what's in the Neto interface and confirm they match. Click on the Metrics tab, find the Placed Order metric, and click on it. This will take you to the metric's reporting page and show the last 30 days of data by default.

Hover over yesterday's data point or look in the table of data below the chart to see how many orders you had yesterday. Compare that number to what's stored in Neto and you should see them match exactly. If they don't, the most likely issue is your Klaviyo account's timezone doesn't match Neto 's timezone. To check your timezone setting, go to your account page, then click the Organization tab at the top.

 

Product Feed

To get a product feed set up you have to follow the steps that Klaviyo outlines in custom catalog feed: https://developers.klaviyo.com/en/docs/guide_to_syncing_a_custom_catalog_feed_to_klaviyo
You set up a scheduled Neto export template that creates a file with the required fields. There are 5 required fields Klaviyo needs but you can add more. You then add the hosted URL that neto creates for this data export as the data source in Klaviyo. Neto guide for setting up an export template: https://galaxy.maropost.com/s/article/data-import-export-overview#export-templates