Automate Klaviyo & Square

Stop paying for mismatched spreadsheets. Sync data between Klaviyo and Square in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Klaviyo"]
        T1(["Fetch Custom Actions"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Square"]
        A1(["Add Customer to Group"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Klaviyo and Square operate independently, customer purchase data often fails to synchronize accurately. For instance, if a customer makes a purchase through Square, the corresponding email campaign in Klaviyo may not reflect this transaction, leading to missed opportunities for targeted follow-ups. The marketing team spends hours manually cross-referencing purchase records with email engagement metrics, wasting valuable time that could be better spent on strategy and content creation.

Top Ways to Automate Klaviyo & Square

Automated Customer Segmentation: Effortlessly sync customer data from Square to Klaviyo, enabling precise segmentation based on purchase history and behavior, ensuring targeted marketing campaigns that resonate with your audience.
Real-Time Purchase Notifications: Instantly trigger email campaigns in Klaviyo whenever a sale occurs in Square, allowing for timely follow-ups, upselling opportunities, and enhanced customer engagement.
Streamlined Feedback Loops: Automatically gather customer feedback post-purchase through Klaviyo, utilizing Square transaction data to refine your offerings and improve customer satisfaction, driving repeat business.

How to Build the Klaviyo → Square Sync

Set up a webhook in Klaviyo to listen for the 'Order Placed' event. This webhook will trigger whenever a new order is created.
Configure the webhook to send a POST request to your designated endpoint. The payload should include customer email, order ID, product details, and total amount.
On your server, create an endpoint that accepts the incoming webhook data. Extract the relevant fields from the payload, such as email, order_id, products, and total_amount.
Use the Square API to insert the order data. Make a POST request to https://connect.squareup.com/v2/orders with the extracted data formatted according to Square's API requirements.
Ensure to handle the response from Square to confirm that the order was successfully created and log any errors for debugging.

Developer Warnings & API Gotchas

Ensure that the email format in the Klaviyo payload matches the expected format in Square. Mismatched formats can lead to failed order entries.
Be cautious with the product details structure; Square requires specific fields like item_variation_id and quantity. If these are not correctly mapped, the order will not process correctly.
Check for duplicate order entries; if the webhook triggers multiple times for the same order, it could create redundant records in Square, complicating inventory management.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in Klaviyo... Fetch Custom Actions

Do this in Square Add Customer to Group
When this happens in Klaviyo... Get List

Do this in Square Change Inventory
When this happens in Klaviyo... Get Metric

Do this in Square Create Appointment
When this happens in Klaviyo... Get Tag

Do this in Square Create Customer
When this happens in Klaviyo... New Campaign

Do this in Square Create Invoice

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I can see you're looking at mapping Klaviyo to Square. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?