Importing and Blending data from Klaviyo
Zoho Advanced Analytics app for Shopify allows you to streamline your e-commerce insights by seamlessly importing Klaviyo's invaluable data into your Shopify Workspace. Elevate your e-commerce business as you effortlessly import, blend, and analyze Klaviyo data directly within your Shopify Store, gaining deeper insights to drive informed decision-making and enhance your overall business performance.
Setup
- Who can setup the Zoho Advanced Analytics workspace for Shopify and integrate Klaviyo data?
- How to setup Klaviyo integration in Zoho Advanced Analytics app?
- How long should I wait for my Klaviyo data to initially appear in Zoho Advanced Analytics app?
- What are the modules and fields in Klaviyo that will be synchronized in Zoho Advanced Analytics Workspace?
- I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
- I got this email which said 'Klaviyo Data Synchronization Failure'. What should I do?
- How frequently can I synchronize my data with Zoho Advanced Analytics app?
- Can I edit the synchronization setting for Klaviyo in Zoho Advanced Analytics workspace?
- Can I view the data sync history?
- Can I synchronize my Klaviyo data instantly?
- How can I fetch the entire data from Klaviyo into Shopify Workspace? What is the difference between Sync Now and Full Data Fetch?
- Where can I check details such as sync status, last sync time, upcoming sync schedule etc? Can I share this information with other team members?
- Can I add/modify data in the Klaviyo data tables within Zoho Advanced Analytics workspace?
- Can I add new columns to the Klaviyo data tables within Zoho Advanced Analytics Workspace?
- Can I add new data tables in this Workspace to create reports & dashboards?
- Can I re-authenticate my Klaviyo account in Zoho Advanced Analytics workspace?
- Can I track the action by all users in the Zoho Advanced Analytics workspace?
- How can I remove the Integration?
Reporting Features
- Can I create reports by combining data from different modules in Klaviyo?
- What are the report types supported by Zoho Advanced Analytics app?
- What is Ask Zia? How can I create reports using Zia?
- What are Formulas in Zoho Advanced Analytics?
- How do I create my own Formulas in Zoho Advanced Analytics?
- What are the default formulas that get added by Zoho Advanced Analytics on setting up Klaviyo integration?
- Can I combine/blend data from other sources with the data from Klaviyo to create reports and dashboards?
Cross-Functional Analytics with Shopify
- How can I analyze the data from Klaviyo with Shopify?
- Will a lookup relationship between the related modules of Klaviyo and Shopify be created automatically?
Help & Support
Setup
1. Who can setup the Zoho Advanced Analytics workspace for Shopify and integrate Klaviyo data?
With any paid Shopify plan, the Shopify Admin has the capability to establish a Zoho Advanced Analytics workspace for Shopify. Additionally, they can import and merge, Klaviyo data alongside Shopify data, and analyze them together seamlessly in Zoho Advanced Analytics app.
2. How to setup Klaviyo integration in Zoho Advanced Analytics app?
3. How long should I wait for my Klaviyo data to initially appear in Zoho Advanced Analytics app?
Initial data import will take a few minutes to a couple of hours, depending on the volume of data in your Klaviyo account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is completed, you may find some data missing.
4. What are the modules and fields in Klaviyo that will be synchronized in Zoho Advanced Analytics Workspace?
| Modules | Fields |
| Lists And Segments | List ID, List Name, List Type, Created At, Updated At |
| Email Campaigns | Campaign ID, Campaign Name, Campaign Status, Campaign Send Time, Campaign Created, Campaign Updated |
| Email Campaigns Vs Lists Included | Campaign ID, List ID |
| Email Campaigns Vs Lists Excluded | Campaign ID, List ID |
| Flows | Flow ID, Flow Name, Flow Status, Trigger Type, Created At, Updated At |
| Profiles | Profile ID, First Name, Last Name, Email, Phone Number, Organization, Address 1, Address 2, City, State, Country, Latitude, Longitude, Zip, Created At, Updated At |
| Bounced Email | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Bounce Type, Profile ID |
| Clicked Email | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Bounce Type, Profile ID, Client Name, Client Type, Client OS Family, Client OS |
| Opened Email | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Bounce Type, Profile ID, Client Name, Client Type, Client OS Family, Client OS |
| Received Email | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Profile ID |
| Dropped Email | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Profile ID |
| Marked Email As Spam | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Profile ID |
| CustomersMarked Email As Spam | Event ID, Campaign ID, Flow ID, Campaign/Flow Name, Campaign Subject, Email Domain, Event Created, Profile ID |
| Checkout Started - Shopify | Event ID, Item Count, Value, Total Discounts, Currency Code, Event Created, Profile ID, Order ID |
| Placed Order - Shopify | Event ID, Item Count, Source Name, Value, Total Discounts, Currency Code, Event Created, Profile ID, Order ID |
| Ordered Product - Shopify | Event ID, Product Name, Value, Variant Name, Vendor, Quantity, Event Created, Profile ID, Product ID |
| FulfilmentsFulfilled Order - Shopify | Event ID, Item Count, Value, Total Discounts, Currency Code, Event Created, Profile ID, Order ID |
| Cancelled Order - Shopify | Event ID, Item Count, Value, Total Discounts, Currency Code, Event Created, Profile ID, Order ID |
| Refunded Order - Shopify | Event ID, Item Count, Value, Total Discounts, Currency Code, Event Created, Profile ID, Order ID |
5. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
The import process of your Klaviyo data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally.
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:
- Open the Zoho Advanced Analytics workspace in which you have set up the Klaviyo integration.
- Click the Data Sources button in the Explorer tab.
- In the Data Sources page that opens click the Retry Now link. If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.
6. I got this email which said 'Klaviyo Data Synchronization Failure'. What should I do?
Data sync may sometimes fail due to a variety of reasons such as Authentication Failure, your business application is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure and its solution.
7. How frequently can I synchronize my data with Zoho Advanced Analytics app?
You have the option to synchronize the data once per day.
The data sync option is available for all the Shopify paid plan users.
8. Can I edit the synchronization setting for Klaviyo in Zoho Advanced Analytics workspace?
Yes, you can edit the synchronization setting of Klaviyo. To do this,
- Open the Zoho Advanced Analytics Workspace.
- Click Data Sources on the left panel. All the data sources of the workspace will be listed.
- Click Klaviyo, from the lit of data sources.
- In the Data Sources tab that opens, click the Edit Setup link.
- The Edit Setup - Klaviyo dialog will open. Modify the settings as needed.
- Click Save. The synchronization setting will be modified and data will be synced in the next synchronization interval.
9. Can I view the data sync history?
Yes, you can view the data sync history. Follow the below steps to view the data sync history.
- Open the Zoho Advanced Analytics Workspace.
- Click Data Sources on the left panel. All the data sources of the workspace will be listed.
- Click Klaviyo. The Data Sources page for Klaviyo will open.
- In the Data Sources page that opens, click Sync History.
- A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
- Click the date to view more details.
- Time - Displays the time when the data is synced.
- Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed.
10. Can I synchronize my Klaviyo data instantly?
Yes, you can synchronize your Klaviyo data instantly when needed.
To synchronize your data instantly:
- Open the Zoho Advanced Analytics Workspace.
- Click the Data Sources icon on the left panel.
- In the Data Sources page that opens, click the Sync Now link. Klaviyo data will get instantly synchronized.
Note: This option can be used up to five times between the schedules.
11. How can I fetch the entire data from Klaviyo into Shopify Workspace? What is the difference between Sync Now and Full Data Fetch?
The Shopify Admin can fetch the entire data from Klaviyo into Zoho Analytics.
The key difference between the Sync Now and Full Data Fetch are,
- Sync Now - This will synchronize the recent data from Klaviyo with the existing data in Zoho Advanced Analytics workspace.
- Full Data Fetch - This will fetch the entire set of data from Klaviyo and replace the existing data in Zoho Advanced Analytics workspace.
Follow the below steps to perform the full data fetch:
- Open the Zoho Advanced Analytics Workspace.
- Click the Data Sources icon on the left panel.
- In the Data Sources tab that opens, click Full Data Fetch link.
12. Where can I check details such as sync status, last sync time, upcoming sync schedule etc? Can I share this information with other team members?
You can effortlessly access details like sync status, last sync time, and next sync schedule by navigating to the Data Sources page, without opening the Zoho Advanced Analytics app. You can simply bookmark the Data Source URL found on the Data Sources page to easily check these details or share the URL with other team members.
To copy the data source permalink,
- Click Data Sources on the left panel. All the data sources of the workspace will be listed.
- Click Klaviyo. The Data Sources page for Klaviyo will open.
- Click the Copy icon to copy the Data Source URL.
13. Can I add/modify data in the Klaviyo data tables within Zoho Advanced Analytics workspace?
No, you cannot add/modify data in the Klaviyo data tables. Data from Klaviyo application will automatically get synced into Zoho Advanced Analytics workspace in different tables. You cannot edit any of this data, or add new data records from within Zoho Advanced Analytics workspace.
However, you can add new tables and import data there. You can then create reports combining data in those tables with the data from Klaviyo.
14. Can I add new columns to the Klaviyo data tables within Zoho Advanced Analytics Workspace?
No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports.
15. Can I add new data tables in this Workspace to create reports & dashboards?
Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Klaviyo data.
16. Can I re-authenticate my Klaviyo account in Zoho Advanced Analytics workspace?
Yes, you can re-authenticate the Klaviyo account from Zoho Advanced Analytics workspace. Follow the below steps to re-authenticate,
- Open the Zoho Advanced Analytics Workspace.
- Click the Data Sources icon on the left panel.
- In the Data Sources page that opens, click Re-Authenticate.
- Click Re-authenticate Klaviyo. You will be prompted to provide the API Key.
- Enter your API Key and re-authenticate your account. Your account will be successfully authenticated.
17. Can I track the action by all users in the Zoho Advanced Analytics workspace?
Yes, you can track all activities performed in your workspaces by all users, using Audit History.
Follow the below steps to do so.
- Open the Zoho Advanced Analytics Workspace.
- Click Data Sources on the left panel.
- The Data Sources page will open. Click Audit History.
- A dialog with audit history for the last 180 days will open with the following information.:
- Date and Time of the action
- Action done
- User who performed the action
The following are the actions that are logged in Zoho Advanced Analytics.
- User Actions
- Create - Connector setup created
- Edit Setup - Edit connector setup to do the following changes.
- Modules Added
- Modules Removed
- Fields Added
- Fields Removed
- Schedule Change and
- Delete - Remove integration
- Re-authenticate - Re-authenticate business app
- Sync Now - Sync data instantly
- Retry Now - Retry to import data after initial setup failure
- System Event - Any action done by Zoho Advanced Analytics App.
- The data sync is automatically paused when you downgrade to plan.
- The data sync is automatically resumed when you upgrade from free plan to a higher plan.
- The Connector is manually restored by the Zoho Advanced Analytics support.
18. How can I remove the Integration?
The Shopify Admin can remove the Klaviyo integration from the Data Sources page. To remove the integration,
- Open the Zoho Advanced Analytics Workspace.
- Click Data Sources on the left panel.
- Hover the mouse over the Data Source name in the left corner. A Settings icon will appear.
- Click the Settings icon.
- Select Remove Data Source.
The data synchronization from Klaviyo in this Workspace will be removed. However, you will still be able to access this Workspace with existing data.
Reporting Features
1. Can I create reports by combining data from different modules in Klaviyo?
All the modules in Klaviyo will be linked by default. You can create reports by combining data from the different modules in Klaviyo by simply dragging and dropping the columns from the different modules into the respective shelves of the reports designer.
2. What are the report types supported by Zoho Advanced Analytics app?
Zoho Advanced Analytics app supports a wide variety of reports.
- Charts
- Bar
- Stacked Bar
- Histogram
- Butterfly
- Line
- Smooth Line
- Step
- Combination (Line & Bar)
- Pie
- Tree Map
- Doughnut
- Funnel
- Bubble
- Bubble Pie
- Packed Bubble
- Scatter
- Area
- Stacked Area
- Web
- Word Cloud
- Geo Map
- Heat Map
- Table View
- Dial
- Bullet
- Pivot tables (Matrix Views)
- Summary view
- Tabular view
- KPI Widgets
- Single Numeric Widget
- Dial Chart Widget
- Bullet Chart Widget
- Dashboards (multiple reports arranged in the same page)
3. What is Ask Zia? How can I create reports using Zia?
Zia is Zoho's Intelligent Assistant. Ask Zia understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations.
You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.
4. What are Formulas in Zoho Advanced Analytics?
Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Advanced Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
5. How do I create my own Formulas in Zoho Advanced Analytics?
You can create a custom formula by clicking Add > Formula Column/Aggregate Formula in a Table.
6. What are the default formulas that get added by Zoho Advanced Analytics on setting up Klaviyo integration?
The default formulas added by Zoho Advanced Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.
The below table lists all the default formulas that will be created in the Profiles table.
| Formula Name | Formula Type | Formula | Description |
| Profile Name | Formula Column | concat_ignore_null("First Name",' ',"Last Name") | Gives the full profile name. |
The below table lists all the default formulas that will be created in the Placed Order - Shopify table.
| Formula Name | Formula Type | Formula | Description |
| Orders Placed per Profile | Aggregate Column | count("Placed Order - Shopify"."Event ID")/count("Profiles"."Profile ID") | Gives the count of total orders placed per profile. |
| Placed Order Value per Profile | Aggregate Column | sum("Placed Order - Shopify"."Value")/count("Profiles"."Profile ID") | Gives the total value of orders placed per profile. |
The below table lists all the default formulas that will be created in the Ordered Product - Shopify table.
| Formula Name | Formula Type | Formula | Description |
| Products Ordered per Profie | Aggregate Column | sum("Ordered Product - Shopify"."Quantity")/count("Profiles"."Profile ID") | Gives the count of total ordered products per profile. |
The below table lists all the default formulas that will be created in the Fulfilled Order - Shopify table.
| Formula Name | Formula Type | Formula | Description |
| Fulfilled Orders per Profile | Aggregate Column | count("Fulfilled Order - Shopify"."Event ID")/count("Profiles"."Profile ID") | Gives the count of total fulfilled orders per profile. |
| Discount Value per Profile | Aggregate Column | sum("Fulfilled Order - Shopify"."Total Discounts")/count("Profiles"."Profile ID") | Gives the total discount value per profile. |
| Fulfilled Order Value per Profile | Aggregate Column | sum("Fulfilled Order - Shopify"."Value")/count("Profiles"."Profile ID") | Gives the total fulfilled order value per profile. |
The below table lists all the default formulas that will be created in the Cancelled Order - Shopify table.
| Formula Name | Formula Type | Formula | Description |
| Cancelled Orders per Profile | Aggregate Column | count("Cancelled Order - Shopify"."Event ID")/count("Profiles"."Profile ID") | Gives the count of total cancelled orders per profile. |
The below table lists all the default formulas that will be created in the Refunded Order - Shopify table.
| Formula Name | Formula Type | Formula | Description |
| Refunded Orders per Profile | Aggregate Column | count("Refunded Order - Shopify"."Event ID")/count("Profiles"."Profile ID") | Gives the count of total refunded orders per profile. |
7. Can I combine/blend data from other sources with the data from Klaviyo to create reports and dashboards?
Yes, you can combine data from other sources with your Klaviyo data for analysis.
To do this, you need to add/import a new data table into the Klaviyo Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Klaviyo.
To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Klaviyo along with the data from any other source.
- Open the corresponding table, right-click the column header, and select Change to Lookup Column.
- In the Change to Lookup Column dialog that opens, select the column to look up.
- Click OK.
Cross-Functional Analytics with Shopify
1. How can I analyze the data from Klaviyo with Shopify?
You can import the data from the Shopify into the Klaviyo workspace to analyze the data together.
To import data from Shopify,
- Open the Zoho Advanced Analytics workspace.
- Click the Create button on the side navigation panel.
- Select the New Table/ Import Data on the Create New Table section.
- From the Import Your Data page that opens, select Klaviyo, initiate the import using the login credentials.
- Select the necessary modules and fields.
- Click the checkbox "Data Blending" to connect Klaviyo with Shopify automatically.
- Click Create.
2. Will a lookup relationship between the related modules of Klaviyo and Shopify be created automatically?
Yes, a lookup relationship will be created automatically between the related modules of Klaviyo and Shopify, if you have enabled data blending between Klaviyo and Shopify during the import. You can also manually create a lookup relationship.
Help & Support
1. How do I get technical support on Zoho Advanced Analytics?
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: 044 - 69656060
2. Can I have someone from Zoho do a demo for me?
Yes, certainly. Register for a demo in this page.