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.
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
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.
Get customer data from Epos Now
Flow retrieves your customer records from Epos Now, including names and contact details
Choose which customers to include
You can include all customers or apply filters such as "only customers who have an email address set"
Format for Klaviyo
Flow formats the customer 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 the customer data in Klaviyo.
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
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.
Address Line 1
Address Line 2
Address Line1
Address Line1
Address Line2
Address Line2
Bar Tab Spend Limit
Business Name
Card Number
Contact Number
Contact Number2
Country Name
County
County
County
Currency I D
Current Balance
Current Points
Customer Address I D
Customer I D
Customer I D
Date Format
Date Of Birth
Decimal Separator
Default Expiry Length
Default Max Credit
Description
Description
Description
Discount
Email Address
Email Address
Email Address
Expiry Date
Forename
Group Separator
I D
I D
I D
I D
I D
I D
Is Main Address
Is Main Address
Is Warehouse
Language I D
Location Area I D
Long Time Format
Max Credit
Name
Name
Name
Name
Name
Name
Notes
Number Of Bar Tabs
Number Of Top Sellers
Parent I D
Phone
Phone Number
Post Code
Post Code
Post Code
Predefined Locale Settings I D
Reference Code
Select Customer Addresses
Select Customer Addresses
Select Customer Types
Select Customers
Select Locations
Select the location area
Short Time Format
Show Bar Tabs
Sign Up Date
Sign Up Location I D
Surname
Text
Time Zone I D
Title
Town
Town
Town
Type
Value
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%.
Address Line 1
Address Line 2
Address Line1
Address Line1
Address Line2
Address Line2
Bar Tab Spend Limit
Business Name
Card Number
Contact Number
Contact Number2
Country Name
County
County
County
Currency I D
Current Balance
Current Points
Customer Address I D
Customer I D
Customer I D
Date Format
Date Of Birth
Decimal Separator
Default Expiry Length
Default Max Credit
Description
Description
Description
Discount
Email Address
Email Address
Email Address
Expiry Date
Forename
Group Separator
I D
I D
I D
I D
I D
I D
Is Main Address
Is Main Address
Is Warehouse
Language I D
Location Area I D
Long Time Format
Max Credit
Name
Name
Name
Name
Name
Notes
Number Of Bar Tabs
Number Of Top Sellers
Parent I D
Phone
Phone Number
Post Code
Post Code
Post Code
Predefined Locale Settings I D
Reference Code
Select the location area
Short Time Format
Show Bar Tabs
Sign Up Date
Sign Up Location I D
Surname
Text
Time Zone I D
Title
Town
Town
Town
Type
Value