Connecting Klaviyo on Oviond

Steps to assist you in connecting Klaviyo on Oviond, including permissions, limitations, reconnecting, and possible error messages.

Introduction

This article will help you understand how to connect and use Klaviyo on Oviond for seamless data integration and analysis.

Prerequisites

  • Ensure you have an Oviond account with administrative access.

  • Access to your Klaviyo account login credentials and an API Key.

Klaviyo Permissions

You are able to create an API key in your Klaviyo account by following these steps:

  1. Log into your Klaviyo account.

  2. Click on the drop-down at the top right corner of your Klaviyo Account and click 'Account'.

  3. Click 'Settings'.

  4. Click 'API Keys'.

  5. You can either copy an existing API Key or create a new one.

Step-by-Step Instructions

Connecting Klaviyo to Oviond

  1. Open Oviond and navigate to the client you wish to connect Klaviyo to.

  2. Select Project or Start a New Project

    • Select the project you want to work on or start a new project.

    • If starting a new project, it will automatically open in the Workspace Editor.

  3. Access the Project Workspace Editor

    • Click 'Edit' to access the Project Workspace Editor if you are working on an existing project.

  4. In the action sidebar menu on the right, select Data Sources.

  5. Click on Klaviyo.

  6. An authentication pop-up will appear (The first authenticated account will automatically be called "Default Klaviyo Account") and you can change this here.

  7. Paste the API Key then click 'Next'.

  8. Select Default Klaviyo Account then click 'Next'.

  9. Choose the Klaviyo account to connect to.

  10. Click 'Save'.

Additional Information

Limitations with Klaviyo on Oviond

  • You will need to have the login credentials to the Klaviyo account in order to obtain the API key needed to connect Klaviyo as an integration on Oviond.

  • This process is for widgets where you'd like to display a Klaviyo metric that you created yourself. If you'd like to add standard Klaviyo metrics to your Klaviyo reporting tool, the regular steps for adding widgets to dashboards and reports apply.

  • Klaviyo has a list of standard metrics that will appear in the metric list on the query builder in Oviond. If you have metrics that you have created yourself in the Klaviyo account, these metrics will also appear in the metric list exactly as you have them named in your Klaviyo account.

Reconnecting Klaviyo to Oviond

If you get this error message on your report:

Please follow these steps:

  1. Click on the refresh button in the widget or next to the date selector in the project.

    if the widgets still don't load data

  2. Click on 'Connect' in the widget and make sure you have connected the correct Klaviyo account.

    if the widgets still don't load data

  3. Go to Data Sources and refresh the token for the authenticated account you connected to the client.

If you have followed these steps and are still experiencing issues with Klaviyo on Oviond, please contact support.

Summary

By following these steps, you can successfully connect Klaviyo to Oviond, allowing you to streamline your data integration process and leverage your Klaviyo data for dashboards and reporting.

Related Resources

How to connect a data source from a widget

Learn how to connect a data source from a widget in Oviond with this step-by-step guide for seamless data integration.

Did this answer your question?
😞
😐
😁