Sync Epos Now transaction items into Klaviyo

Sync Epos Now transaction items into Klaviyo

This template exports individual transaction line items from Epos Now to Klaviyo, providing product-level detail for each sale. It helps Klaviyo link orders, customers, and products together so post-purchase emails, recommendations, and reporting use complete and accurate data. The file is sent automatically to your Klaviyo FTP in the correct format for import.

transactions Available

Typical use cases for this template include:

  • Power product-specific post-purchase and follow-up emails
  • Enable Klaviyo to link each sale to the correct customer and products
  • Improve campaign targeting and segmentation based on what customers buy
  • Keep product recommendations and purchase history accurate
  • Combine transaction items with customer and order data for deeper insights
  • Reduce manual work by sending product-level sales data automatically
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 transaction item data to Klaviyo.

Trigger
Get the data …
Get transaction items from Epos Now

Flow retrieves detailed line items from Epos Now transactions, including product names, SKUs, quantities, and prices.

Fetch
Apply filters…
Choose which records to include

You can include all recent items or filter by date, location, or transaction status before exporting.

Filter
Then do this…
Format for Klaviyo

Flow formats each transaction item into the CSV structure that Klaviyo’s FTP import requires, linking it to the related order, product, and customer data.

Action
Then do this…
Upload to Klaviyo FTP

The formatted CSV file is uploaded automatically to your Klaviyo FTP, and Klaviyo processes it to update product-level purchase data linked to each customer.

Action

Once the template is running, Flow keeps Klaviyo supplied with up-to-date transaction item data automatically.

You only need to add your Klaviyo FTP details and choose how often the export runs.

If you’d like help confirming that your item, order, and customer files are linking correctly in Klaviyo, our team can review the setup with you and make sure everything is working smoothly.

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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