Sync Epos Now customers into Klaviyo

Sync Epos Now customers into Klaviyo

This template syncs your Epos Now customer data into Klaviyo, keeping your marketing lists current without manual exports. It sends customer details like name, email, phone to Klaviyo’s FTP so your audience segments and automations always use the latest data.

customers Available

Typical use cases for this template include:

  • Keep Klaviyo audience lists up to date with your latest Epos Now customers
  • Automatically add new customers to marketing segments
  • Power personalised email campaigns using real in-store data
  • Remove the need for manual CSV exports and uploads
  • Keep customer details consistent between Epos Now and Klaviyo
  • Save time and reduce errors in your email marketing workflow
When this happens…
Set how often it runs

Flow runs automatically on the schedule you choose, such as hourly or daily, to keep your customer data synced with Klaviyo.

Trigger
Get the data …
Get customer data from Epos Now

Flow retrieves your customer records from Epos Now, including names and contact details

Fetch
Apply filters…
Choose which customers to include

You can include all customers or apply filters such as "only customers who have an email address set"

Filter
Then do this…
Format for Klaviyo

Flow formats the customer data into the CSV structure that Klaviyo’s FTP import expects.

Action
Then do this…
Upload to Klaviyo FTP

The formatted CSV file is uploaded automatically to your Klaviyo FTP and Klaviyo automatically processes this file to update the customer data in Klaviyo.

Action

Once set up, Flow keeps your Klaviyo customer list current automatically.

You just need to add your Klaviyo FTP details and choose how often the sync runs.

If you’re not sure where to find your FTP credentials or how to test the upload, our team can help you get everything connected and verified.

When you create a flow with this template, consider pairing it with the templates below to build a more powerful workflow.

Customisation

This template can be easily customised by changing the triggers, filters and columns that are exported to the CSV file
Learn more

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

You can choose which columns you would like to be in the export.
You can change the column title to whatever you like and set the column order to match your export requirements.
For example, you can set the column title to “Customer Balance” and also apply transformations such as add 10%.

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