Integrating Klaviyo with NetSuite allows you to sync customer data, purchase history, and other relevant information between your marketing and ERP systems, enabling more personalized and effective marketing campaigns. Here’s a step-by-step guide to integrating Klaviyo with NetSuite:
1. Choose an Integration Method
- Direct Integration: Check if there is a native integration or a pre-built connector for Klaviyo and NetSuite.
- Third-Party Integration Tools: Use third-party tools like Celigo, Zapier, or Automate.io if a direct integration is not available.
2. Using Celigo to Integrate Klaviyo with NetSuite
Celigo is a popular integration platform that offers pre-built connectors for integrating Klaviyo with NetSuite.
Step 1: Sign Up for Celigo
- Create an Account: Sign up for a Celigo account if you don’t already have one.
Step 2: Set Up the Integration
- Create a New Integration: In Celigo, navigate to the Integrations tab and select “Create Integration.”
- Choose Applications: Select Klaviyo and NetSuite as the applications you want to integrate.
Step 3: Connect Your Accounts
- Authorize Access: Follow the prompts to authorize Celigo to access your Klaviyo and NetSuite accounts.
- Configure Connections: Ensure both accounts are successfully connected.
Step 4: Define Data Flows
- Data Mapping: Map the data fields from NetSuite to Klaviyo, such as customer information, purchase history, and order details.
- Set Triggers: Define triggers for data synchronization, such as new customer creation, order updates, or other relevant events.
Step 5: Test the Integration
- Run Test: Test the integration to ensure data is being transferred correctly between NetSuite and Klaviyo.
- Verify Data: Check both systems to verify that the data sync is accurate and complete.
Step 6: Activate the Integration
- Turn On Integration: Once tested, activate the integration to start the automated data synchronization.
3. Using Zapier to Integrate Klaviyo with NetSuite
Zapier can also be used for integrating Klaviyo with NetSuite, especially if you need more custom workflows.
Step 1: Create Accounts
- Klaviyo Account: Ensure you have a Klaviyo account set up.
- NetSuite Account: Ensure you have a NetSuite account set up.
- Zapier Account: Sign up for a Zapier account if you don’t already have one.
Step 2: Create a New Zap
- Start a Zap: In Zapier, click on “Make a Zap.”
Step 3: Set Up the Trigger
- Choose Trigger App: Select NetSuite as the trigger app.
- Choose Trigger Event: Choose the trigger event (e.g., New Customer, Updated Order).
- Connect Account: Connect your NetSuite account to Zapier.
- Configure Trigger: Set up the trigger details and test the trigger.
Step 4: Set Up the Action
- Choose Action App: Select Klaviyo as the action app.
- Choose Action Event: Choose the action event (e.g., Add/Update Subscriber).
- Connect Account: Connect your Klaviyo account to Zapier.
- Configure Action: Set up the action details, such as mapping NetSuite data to Klaviyo fields.
Step 5: Test and Turn On the Zap
- Test the Integration: Run a test to ensure data is being transferred correctly.
- Turn On Zap: Once tested, turn on the Zap to start the automation.
4. Data Mapping and Field Matching
- Customer Data: Map NetSuite customer data fields to Klaviyo subscriber fields (e.g., name, email, address).
- Order Data: Map order information from NetSuite to relevant fields in Klaviyo (e.g., order history, purchase amount).
5. Testing the Integration
- Test Data Flow: Perform several test transactions to ensure data flows correctly between NetSuite and Klaviyo.
- Verify Accuracy: Check that the data is accurately reflected in Klaviyo, such as new subscribers, updated customer details, and purchase information.
6. Monitor and Optimize
- Regular Checks: Periodically check the integration to ensure it’s functioning correctly.
- Optimize Workflows: Adjust the workflows and field mappings as needed to improve efficiency and accuracy.
Benefits of Integrating Klaviyo with NetSuite
- Unified Data: Centralize customer and order data for better insights and targeting.
- Automated Workflows: Save time by automating data transfer between NetSuite and Klaviyo.
- Enhanced Marketing: Use purchase data to create more personalized and effective marketing campaigns in Klaviyo.
By following these steps, you can effectively integrate Klaviyo with NetSuite, ensuring a seamless flow of customer and order data between the two platforms. If you have specific questions or need further assistance with the integration process, feel free to ask!
