How to connect Klaviyo
Approve through Klaviyo or paste a private API key, then sync to fill your customer list.
Klaviyo is where your customer history and its predictions live. Connecting it, in Settings › Integrations, fills Customers › Customers and lets the Agent answer questions about your email and SMS marketing.
Before you start
Settings is for admins, and connecting needs the Manage integrations permission on Settings › Permissions.
How do you connect?
Open Settings › Integrations and click the Klaviyo row to open it. There are two routes.
Through Klaviyo's approval screen. Press Connect Klaviyo and approve on Klaviyo's side. There is nothing to copy.
With a private API key. Paste the key into Or paste a private API key and press Connect with key. Use whichever suits how your Klaviyo account is set up.
The row then shows a green Connected status. If it ever shows Reconnect, press Reconnect Klaviyo and approve again.
What does it switch on?
Customers › Customers, the list of the people in your Klaviyo account. Each row shows their Tier, Total CLV, Churn risk and when they were Last seen. See What is the Customers area?.
Marketing answers from the Agent: how your Klaviyo segments are growing week on week, and which flows you have running. Segments and flows have no screen of their own in Tideswell, so asking is how you see them. See How to ask about stock, suppliers and marketing.
For a ready-made check, press + in the Agent's message box, choose Saved prompts and pick Email & SMS check under Digests. See What is the Agent?.
Two automations on Brain › Automations: Customer sync, listed under Background jobs, which refreshes every customer's stats from Klaviyo each night, and Store data stopped updating, in the Alerts list, which warns your team when customer data stops refreshing. See How to see what runs in the background.
Why run a sync straight away?
Press Sync on Customers › Customers once Klaviyo is connected. It pulls your customers and their stats across, then reports how many it synced.
Do this straight away. The Tier and Churn filters only work once a sync has filled in the stats, and until then the list says so and points at the button.
The Sync button shows for admins, and it becomes available once Klaviyo is connected. After that, Customer sync keeps the stats fresh each night.
What if a customer is missing?
The customer list is built from Klaviyo, so it holds the people Klaviyo holds. Someone added to Klaviyo since the last sync appears after the next one.
Press Sync to bring them in now. If they are still missing, check that they are in Klaviyo itself. See How to find a customer and read their history.
What if you do not use Klaviyo?
Everything else works. The Customers page shows a connect prompt in place of an empty list, and the Agent tells you it has no Klaviyo data when you ask a marketing question.
Nothing about chat, tasks, the Analytics page, stock, suppliers or purchasing depends on it.
What next?
You are set up. How to find your way around is the tour to send everybody you invite, and What is the Agent? is the fastest way to see what Tideswell now knows about your business.