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.

transactions Available

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

When this happens…

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.

Trigger

Get the data …

Get transactions from Epos Now

Flow fetches completed transactions from Epos Now, including customer details and total values.

Fetch

Apply filters…

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.

Filter

Then do this…

Format for Klaviyo

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

Column

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 customer purchase data and trigger automations.

Column

Get Started

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

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

Triggers
Filters
Columns

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.

Address Line 1

Address Line 2

Address Line1

Address Line2

Adjust Stock

Amount

Amount Including Tax

Bar Tab Spend Limit

Barcode

Bin

Business Name

Can Access Back Office

Can Access Misc Products

Can Access Table Plan

Can Access Till

Can Access Till Admin Options

Can Accesss Customers

Can Adjust Float

Can Apply Basket Discounts

Can Apply Item Discounts

Can Change Tab Spend Amount

Can Clear Transaction

Can Delete Unordered Items

Can Disable Service Charge

Can Edit Customer Points

Can Hold Transaction

Can Manually Select Customer

Can Order Allocation Server

Can Order Allocation Table Manager

Can Order Allocation Team Server

Can Receive Stock

Can Refund Items

Can Remove From Table

Can Run End Of Day

Can See End Of Day Report

Can Send Stock

Can Server Baking

Can Stock Take

Can Tip Out Others

Can Tip Out Self

Can Unlock Device Via Pin

Can Unrestricted Stock Take

Can Use Number Sale

Can Use Payouts

Can Use Petty Cash

Can Void Items

Card Number

Change Given

Contact Number

Contact Number2

Container Fee I D

Cost Price

Country Name

County

Currency I D

Current Balance

Current Points

Customer Address I D

Customer I D

Date Format

Date Of Birth

Date Time

Decimal Separator

Default Expiry Length

Default Max Credit

Default Percentage

Description

Device

Device I D

Discount

Discount Amount

Discount Reason I D

Discount Value

Email Address

End Date

Expiry Date

Forename

Gratuity

Group Separator

Has Swipe Card

Height

Hourly Rate

I D

Is Admin On Till

Is Cashback

Is Main Address

Is Tax Exempt

Is Transaction Including Tax

Is Warehouse

Item Type

Item Type I D

Language I D

Last4

Line Item Type

Location Area I D

Location I D

Location Ids

Long Time Format

Mail

Main Location I D

Max Basket Discount Amount

Max Basket Discount Percentage

Max Credit

Max Customer Credit Limit

Max Item Discount Amount

Max Item Discount Percentage

Max Refund Amount

Multiple Choice Product I D

Name

Non Discountable

Non Tax

Notes

Number Of Bar Tabs

Number Of Top Sellers

Parent I D

Phone

Phone Number

Platform Fees

Pos X

Pos Y

Post Code

Predefined Locale Settings I D

Print On Order

Print On Receipt

Product I D

Quantity

Rate

Reference Code

Refund Reason I D

Role I D

Seating Area I D

Seats

Select Customer Addresses

Select Customer Types

Select Customers

Select Locations

Select Role

Select Staff

Select the location area

Service Charge

Service Type

Short Time Format

Show At All Locations

Show Bar Tabs

Show On Till

Staff I D

Start Date

Status I D

Surname

Table I D

Tax Amount

Tax Group I D

Tax Rate I D

Tender Type I D

Text

Time Zone I D

Title

Total Amount

Town

Transaction I D

Type

Unit Price

Unit Price Excluding Tax

Value

Width

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%.