Klaviyo odoo Integration

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Supported Odoo Versions : 14,15,16,17

Klaviyo Odoo Integration User Guide

Overview

Integrating Klaviyo with Odoo brings together Klaviyo's robust marketing automation tools and Odoo's extensive ERP features. The said integration is multiple account (instance) supported i.e you can manage profiles, orders, lists of your multiple accounts. This integration can help you streamline your marketing activities, increase client interaction, and improve corporate processes. Here is a summary of the integration's benefits, features, and implementation steps.

Advantages of Klaviyo with Odoo Integration

1. Unified Customer Data: Sync customer information across Odoo and Klaviyo to ensure a single source of truth. This results in consistent and accurate client profiles across both platforms.

2. Enhanced Marketing Automation: Use Klaviyo's powerful marketing automation capabilities to build customized messages based on Odoo data like purchase history, customer groups, and behaviors.

3. Improved Customer Segmentation: Use the extensive customer data from Odoo to generate exact segments in Klaviyo, allowing for more targeted and effective marketing efforts.

4. Streamlined Operations: Automate workflows between Odoo and Klaviyo to reduce manual data entry and risk of errors.

5. Increased ROI: By employing extensive consumer insights and customized marketing, firms may achieve higher conversion rates and higher returns on investment.

Key Features of Integration:

1. Data Synchronization: Odoo and Klaviyo will automatically sync customer data like contact information, purchase history, and interactions.

2. Segment-Based Campaigns: In Odoo, create and maintain customer segments, which you can then utilize in Klaviyo to create targeted marketing campaigns.

3. Automated processes: Create automated processes that activate Klaviyo activities in response to certain Odoo events or conditions, such as new orders or customer signups.

4. Integrated reporting and analytics technologies provide insights into marketing performance and customer behavior.

5. Email Marketing: Use Klaviyo's email marketing skills to deliver personalized emails based on client data from Odoo.

Thus, integrating Klaviyo and Odoo can greatly improve marketing and operational efficiency. Businesses may provide more personalized experiences, increase customer engagement, and achieve better business outcomes by integrating consumer data and automating essential operations.

Integration

Installation

After downloading the Klaviyo Odoo Connector App from the Odoo store, place it in the Odoo Addons path or any desired location. Restart your Odoo instance and go to the Apps section in the dashboard. Click on "Update Apps List" from the menu. Once the list is updated successfully, the Klaviyo Odoo Connector will appear in the Apps section.

Click the "Install" button, and you're all set! You can now use the Klaviyo Odoo Connector in your Odoo instance.

Set up the Klaviyo-Odoo Connector

Create an API Key

To generate an API key in your Klaviyo account, navigate to the settings option in the left-hand menu and click on the settings

To create a private API key, navigate to the API Keys section and click on the option to create a new private API key.

Enter the API key name and select the desired access level, such as custom key, read-only key, or full access key. Then, click on the "create" button located on the right-hand side.

Copy this API key from Klaviyo and use this API key in odoo.

Set up the Multiple Klaviyo Instance in Odoo

In Odoo, you'll need to establish an instance for each of your Klaviyo accounts. This approach enables the management of multiple accounts through a single interface. Go to Email Marketing APP > Klaviyo Integration Menu > Klaviyo Credential Details and click on the New button on the left top.

A new window will appear where you'll input essential details, such as the Credentials i.e. API Key obtained from the Klaviyo frontend, Automatically Export Contact To Klaviyo.

Create multiple accounts as per your needed and configure API Key in your Klaviyo Instance

Import and Export Lists

Import Lists from Klaviyo to Odoo

To instantly import the list from Klaviyo to Odoo, click on the "Import Lists" button above to retrieve all lists.

In the Klaviyo portal, navigate to the Lists & Segments section. The entire list will be imported into Odoo.

Go to Email Marketing APP > Klaviyo Integration Menu > Klaviyo Credential Detail and click on the Import List on the left top.

You can view all the lists imported in the Klaviyo Lists details section.

Export Lists from Odoo to Klaviyo

Go to Email Marketing APP > Klaviyo Integration Menu > Klaviyo Lists details > and click on the New button on the left top.

Enter the list name and select the instance where the account will export the list.

After filling out all the required fields, click the "Export List from Odoo to Klaviyo" button at the top left.

Import and Export Member

Import Member from Klaviyo to Odoo

Open the Klaviyo Email Marketing App and navigate to the Profiles section, where you will find a list of customer profiles.

Click on the customer profile you want to import, then go to List and Segments, select the Odoo list into which you want to import the client, and Add to List.

As you add it, go to Odoo and click on Import Member from Kalviyo, then add the name of the list like we did in Klaviyo while adding to it “Export list from Odoo to Klaviyo”.

And the customer's profile will be imported into Odoo.

Watch the below video for your reference:

Export Member from Odoo to Klaviyo

Members from Odoo will be quickly exported to Klaviyo in a few simple steps.

Add the customers you wish to export to Kalviyo, and make sure you've added the Klaviyo List type in Odoo so they'll be loaded into that specific list.

Once added, select the Export Member from Odoo to Klaviyo List.

When you navigate to Klaviyo > List and Segments, you will see the file indicated from Odoo, which contains all of the contacts we exported from Odoo.

Watch the below video for your reference:

Export Profile(Customer) To Klaviyo

This tool allows you to export customer profiles from Odoo to Klaviyo.

Go to Contacts > Search for the contact you wish to import.

When you access the customer profile, go to Export to Klaviyo and choose the Klaviyo Instance where you want to export the profile.

When you click, the client profile will be allocated a single Klaviyo profile ID.

Go to the email marketing app Klaviyo > Profiles, and the client profile you just exported will be available.

Watch the below video for your reference.

Export Order To Klaviyo

Sales orders from Odoo may be easily exported to Klaviyo.

Go to Odoo Sales > Open the order you want to export.

If you have a multi-company instance with a warehouse, we can configure it. You can specify which warehouse you want the order to be exported.

Go to Other Information > Warehouse. Click the arrow near it to choose the instance. Now, select Export Order To Klaviyo.

Navigate to the email marketing program Klaviyo > Profiles > Here, you will find the customer's profile if it has been created. And as you open, you will see the customer's order as well as other order information.

The order information is fetched from Odoo.

And to confirm the export, you can go to Odoo you will see there on left written as Order Exported to Klaviyo.

Export POS Order

This functionality allows you to export your POS order.

Go to Odoo POS > Orders > Select the order you want to export.

When you click "Export Order to Klaviyo," a checkbox appears, and the order is exported.

Go to Klaviyo, reload the page, and then navigate to Metrics.

In Metrics, go to Placed Order > Activity Feed and examine the order that was recently exported, as well as the customer profile.

You can see that the order from the POS is being imported into Klaviyo.

Check the video for your reference: