Sync Epos Now transactions into Klaviyo
This template syncs your completed Epos Now transactions to Klaviyo so your marketing automations always use live sales data. It exports recent sales in CSV format to your Klaviyo FTP, allowing Klaviyo to trigger post-purchase flows, replenishment reminders, or customer follow-up campaigns automatically.
Typical use cases for this template include:
- Trigger post-purchase or thank-you emails after in-store sales
- Send reorder or replenishment reminders based on purchase history
- Segment customers by what they buy or how often they visit
- Track in-store sales alongside online behaviour in Klaviyo
- Keep marketing campaigns based on actual sales activity
- Remove manual CSV exports or imports for transaction data
Set how often it runs
Flow runs automatically on the schedule you choose, such as hourly or daily, to send your latest Epos Now sales to Klaviyo.
Get transactions from Epos Now
Flow fetches completed transactions from Epos Now, including customer details and total values.
Select which sales to include
You can choose to include only transactions that meet certain criteria, like completed orders only, orders that are over a certain value, or orders which have a customer assigned.
Format for Klaviyo
Flow formats your sales data into the CSV structure that Klaviyo’s FTP import expects.
Upload to Klaviyo FTP
The formatted CSV file is uploaded automatically to your Klaviyo FTP, and Klaviyo automatically processes this file to update customer purchase data and trigger automations.
Once configured, Flow keeps your sales data flowing automatically into Klaviyo.
You just need to add your Klaviyo FTP details and decide how often to run the export.
If you’d like help checking that Klaviyo is processing the files correctly or setting the right schedule, our team can guide you through the setup.
When you create a flow with this template, consider pairing it with the templates below to build a more powerful workflow.
Customisation
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.
Customer
Customer Address
Customer Address
Customer Address County
Customer Address County
Customer Address Customer Id
Customer Address Customer Id
Customer Address Id
Customer Address Id
Customer Address Is Main Address
Customer Address Is Main Address
Customer Address Line1
Customer Address Line1
Customer Address Line2
Customer Address Line2
Customer Address Name
Customer Address Name
Customer Address Post Code
Customer Address Post Code
Customer Address Town
Customer Address Town
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Title Name
Customer Title Value
Customer Type
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Id
Customer Type Name
Device Description
Device Id
Device Location
Device Name
Discount Reason Id
Discount Reason Name
Discount Reason Default Percentage
Location
Location Address Line 1
Location Address Line 2
Location Area
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Role
Role
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
Seating Area Description
Seating Area I D
Seating Area Location
Seating Area Name
Staff Has Swipe Card
Staff Hourly Rate
Staff I D
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Table Height
Table I D
Table Name
Table Pos X
Table Pos Y
Table Seating Area I D
Table Seats
Table Width
Transaction Service Type Name
Transaction Service Type Value
Transaction Status Name
Transaction Status Value
Transactions Adjust Stock
Transactions Barcode
Transactions Container Fee Amount
Transactions Container Fee Amount Inc Tax
Transactions Container Fee Container Fee Id
Transactions Container Fee Name
Transactions Container Fee Rate
Transactions Customer
Transactions Date Time
Transactions Device Name
Transactions Device Id
Transactions Discount Reason
Transactions Discount Value
Transactions End Date ( Filter)
Transactions End Date ( Filter)
Transactions Gratuity
Transactions Id
Transactions Is Transaction Inc Tax
Transactions Item Cost Price
Transactions Item Discount Amount
Transactions Item Discount Reason Id
Transactions Item Id
Transactions Item Is Tax Exempt
Transactions Item Line Item Type
Transactions Item Misc Product Name
Transactions Item Multiple Choice Product Id
Transactions Item Notes
Transactions Item Parent Id
Transactions Item Print On Order
Transactions Item Product Id
Transactions Item Quantity
Transactions Item Refund Reason Id
Transactions Item Tax Amount
Transactions Item Tax Group Id
Transactions Item Transaction Id
Transactions Item Unit Price
Transactions Item Unit Price Exc Tax
Transactions Misc Product Item Id
Transactions Misc Product Item Name
Transactions Misc Product Item Print On Order
Transactions Misc Product Item Quantity
Transactions Misc Product Item Refund Reason Id
Transactions Misc Product Item Tax Amount
Transactions Misc Product Item Tax Group Id
Transactions Misc Product Item Unit Price
Transactions Misc Product Item Unit Price Tax
Transactions Non Discountable
Transactions Non Tax
Transactions Reference Code
Transactions Service Charge
Transactions Service Type
Transactions Staff
Transactions Start Date ( Filter)
Transactions Start Date ( Filter)
Transactions Status
Transactions Table
Transactions Tax Amount
Transactions Tax Name
Transactions Tax Rate
Transactions Tax Tax Rate Id
Transactions Tenders Amount
Transactions Tenders Bin
Transactions Tenders Change Given
Transactions Tenders Is Cashback
Transactions Tenders Last 4 digits
Transactions Tenders Platform Fees
Transactions Tenders Tender Type Id
Transactions Tenders Type
Transactions Total Amount
Transactions Transaction Detail Name
Transactions Transaction Detail Print On Order
Transactions Transaction Detail Print On Receipt
Transactions Transaction Detail Show On Till
Transactions Transaction Detail Value
Transactions other Items amount
Transactions other Items item Type
Transactions other Items item Type Id
Transactions other Tenders amount
Transactions other Tenders item Type
Transactions other Tenders item Type Id
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%.
Customer Address County
Customer Address County
Customer Address Customer Id
Customer Address Customer Id
Customer Address Id
Customer Address Id
Customer Address Is Main Address
Customer Address Is Main Address
Customer Address Line1
Customer Address Line1
Customer Address Line2
Customer Address Line2
Customer Address Name
Customer Address Name
Customer Address Post Code
Customer Address Post Code
Customer Address Town
Customer Address Town
Customer Business Name
Customer Card Number
Customer Contact Number
Customer Contact Number 2
Customer Current Balance
Customer Current Points
Customer Customer Address
Customer Dateofbirth
Customer Email Address
Customer Expirydate
Customer Forename
Customer Id
Customer Marketing Consent Email
Customer Marketing Consent Mail
Customer Marketing Consent Phone
Customer Marketing Consent Text
Customer Max Credit
Customer Notes
Customer Referencecode
Customer Sign Up Date
Customer Sign Up Location
Customer Surname
Customer Title
Customer Title Name
Customer Title Value
Customer Type
Customer Type Default Expiry Length
Customer Type Default Max Credit
Customer Type Description
Customer Type Discount
Customer Type Id
Customer Type Name
Device Description
Device Id
Device Location
Device Name
Discount Reason Id
Discount Reason Name
Discount Reason Default Percentage
Location Address Line 1
Location Address Line 2
Location Area Description
Location Area Email Address
Location Area Id
Location Area Name
Location Area Parent Id
Location Bar Tab Spend Limit
Location Country Name
Location County
Location Currency Id
Location Date Format
Location Decimal Separator
Location Description
Location Email Address
Location Group Separator
Location Id
Location Is Warehouse
Location Language
Location Location Area
Location Long Time Format
Location Name
Location No Of Top Sellers
Location Number Of Bar Tabs
Location Phone Number
Location Post Code
Location Predefined Locale Settings
Location Short Time Format
Location Show Bar Tabs
Location Time Zone
Location Town
Role Can Access Back Office
Role Can Access Back Office
Role Can Access Misc Products
Role Can Access Misc Products
Role Can Access Table Plan
Role Can Access Table Plan
Role Can Access Till
Role Can Access Till
Role Can Access Till Admin Options
Role Can Access Till Admin Options
Role Can Accesss Customers
Role Can Accesss Customers
Role Can Adjust Float
Role Can Adjust Float
Role Can Apply Basket Discounts
Role Can Apply Basket Discounts
Role Can Apply Item Discounts
Role Can Apply Item Discounts
Role Can Change Tab Spend Amount
Role Can Change Tab Spend Amount
Role Can Clear Transaction
Role Can Clear Transaction
Role Can Delete Unordered Items
Role Can Delete Unordered Items
Role Can Disable Service Charge
Role Can Disable Service Charge
Role Can Edit Customer Points
Role Can Edit Customer Points
Role Can Hold Transaction
Role Can Hold Transaction
Role Can Manually Select Customer
Role Can Manually Select Customer
Role Can Order Allocation Server
Role Can Order Allocation Server
Role Can Order Allocation Table Manager
Role Can Order Allocation Table Manager
Role Can Order Allocation Team Server
Role Can Order Allocation Team Server
Role Can Receive Stock
Role Can Receive Stock
Role Can Refund Items
Role Can Refund Items
Role Can Remove From Table
Role Can Remove From Table
Role Can Run End Of Day
Role Can Run End Of Day
Role Can See End Of Day Report
Role Can See End Of Day Report
Role Can Send Stock
Role Can Send Stock
Role Can Server Baking
Role Can Server Baking
Role Can Stock Take
Role Can Stock Take
Role Can Tip Out Others
Role Can Tip Out Others
Role Can Tip Out Self
Role Can Tip Out Self
Role Can Unlock Device Via Pin
Role Can Unlock Device Via Pin
Role Can Unrestricted Stock Take
Role Can Unrestricted Stock Take
Role Can Use No Sale
Role Can Use No Sale
Role Can Use Payouts
Role Can Use Payouts
Role Can Use Petty Cash
Role Can Use Petty Cash
Role Can Void Items
Role Can Void Items
Role Description
Role Description
Role Id
Role Id
Role Is Admin On Till
Role Is Admin On Till
Role Max Basket Discount Amount
Role Max Basket Discount Amount
Role Max Basket Discount Percentage
Role Max Basket Discount Percentage
Role Max Customer Credit Limit
Role Max Customer Credit Limit
Role Max Item Discount Amount
Role Max Item Discount Amount
Role Max Item Discount Percentage
Role Max Item Discount Percentage
Role Max Refund Amount
Role Max Refund Amount
Role Name
Role Name
Seating Area Description
Seating Area I D
Seating Area Location
Seating Area Name
Staff Has Swipe Card
Staff Hourly Rate
Staff Id
Staff Main Location Id
Staff Name
Staff Reference Code
Staff Role Id
Staff Show At All Locations
Table Height
Table I D
Table Name
Table Pos X
Table Pos Y
Table Seating Area I D
Table Seats
Table Width
Transaction Service Type Name
Transaction Service Type Value
Transaction Status Name
Transaction Status Value
Transactions Adjust Stock
Transactions Barcode
Transactions Container Fee Amount
Transactions Container Fee Amount Inc Tax
Transactions Container Fee Container Fee Id
Transactions Container Fee Name
Transactions Container Fee Rate
Transactions Customer
Transactions Date Time
Transactions Device Name
Transactions Device Id
Transactions Discount Reason
Transactions Discount Value
Transactions Gratuity
Transactions Id
Transactions Is Transaction Inc Tax
Transactions Item Cost Price
Transactions Item Discount Amount
Transactions Item Discount Reason Id
Transactions Item Id
Transactions Item Is Tax Exempt
Transactions Item Line Item Type
Transactions Item Misc Product Name
Transactions Item Multiple Choice Product Id
Transactions Item Notes
Transactions Item Parent Id
Transactions Item Print On Order
Transactions Item Product Id
Transactions Item Quantity
Transactions Item Refund Reason Id
Transactions Item Tax Amount
Transactions Item Tax Group Id
Transactions Item Transaction Id
Transactions Item Unit Price
Transactions Item Unit Price Exc Tax
Transactions Misc Product Item Id
Transactions Misc Product Item Name
Transactions Misc Product Item Print On Order
Transactions Misc Product Item Quantity
Transactions Misc Product Item Refund Reason Id
Transactions Misc Product Item Tax Amount
Transactions Misc Product Item Tax Group Id
Transactions Misc Product Item Unit Price
Transactions Misc Product Item Unit Price Tax
Transactions Non Discountable
Transactions Non Tax
Transactions Reference Code
Transactions Service Charge
Transactions Service Type
Transactions Staff
Transactions Status
Transactions Table
Transactions Tax Amount
Transactions Tax Name
Transactions Tax Rate
Transactions Tax Tax Rate Id
Transactions Tenders Amount
Transactions Tenders Bin
Transactions Tenders Change Given
Transactions Tenders Is Cashback
Transactions Tenders Last 4 digits
Transactions Tenders Platform Fees
Transactions Tenders Tender Type Id
Transactions Tenders Type
Transactions Total Amount
Transactions Transaction Detail Name
Transactions Transaction Detail Print On Order
Transactions Transaction Detail Print On Receipt
Transactions Transaction Detail Show On Till
Transactions Transaction Detail Value
Transactions other Items amount
Transactions other Items item Type
Transactions other Items item Type Id
Transactions other Tenders amount
Transactions other Tenders item Type
Transactions other Tenders item Type Id