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Klaviyo logo + Xero logo

Automate Klaviyo & Xero

Stop paying for mismatched spreadsheets. Sync data between Klaviyo and Xero 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 ["Xero"]
        A1(["Add Items to Existing Sales Invoice"])
    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 Xero operate independently, marketing teams often face challenges in tracking customer purchase behavior accurately. For instance, if a customer makes a purchase, the order data needs to be manually entered into Klaviyo for targeted campaigns. This leads to discrepancies in customer profiles, as the marketing team might not have the latest purchase history, resulting in irrelevant email campaigns. The sales team spends hours reconciling data between the two systems, which could be better spent analyzing customer engagement.

Top Ways to Automate Klaviyo & Xero

  • Automated Customer Segmentation: Sync customer data from Xero to Klaviyo to create targeted marketing segments based on purchase history and payment behavior, ensuring your campaigns reach the right audience at the right time.
  • Real-Time Financial Reporting: Automatically update Xero with customer engagement metrics from Klaviyo, allowing for accurate financial reporting and analysis that reflects the impact of marketing efforts on revenue.
  • Streamlined Invoicing and Follow-Ups: Trigger automated follow-up emails through Klaviyo for overdue invoices generated in Xero, enhancing cash flow management and improving customer communication without manual intervention.

How to Build the Klaviyo → Xero Sync

  1. In Klaviyo, navigate to the 'Webhooks' section and create a new webhook. Set the trigger to 'Order Created' to capture new purchases.
  2. Configure the webhook to send a POST request to your designated endpoint. The payload should include customer email, order ID, product details, and purchase amount.
  3. In your backend, set up an endpoint that listens for incoming POST requests from Klaviyo. Ensure it can parse the JSON payload to extract the necessary fields.
  4. Using the extracted data, construct a JSON object that matches the Xero API format for creating invoices. Include fields such as 'Contact', 'LineItems', and 'TotalAmount'.
  5. Make a POST request to the Xero API endpoint '/api.xro/2.0/Invoices' with the constructed JSON object to insert the order data into Xero.

Developer Warnings & API Gotchas

  • Ensure that the email format in the Klaviyo payload matches the Xero contact format; otherwise, the contact may not be recognized, leading to failed invoice creation.
  • Be cautious with the LineItems array structure; Xero requires specific item codes and descriptions that must match your Xero inventory. Mismatches can result in errors during the API call.
  • When constructing the total amount, ensure that you account for taxes and discounts correctly; Xero requires precise calculations to avoid discrepancies in financial reporting.

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 Xero Add Items to Existing Sales Invoice
  • When this happens in Klaviyo... Get List
    Do this in Xero Add Note to Invoice
  • When this happens in Klaviyo... Get Metric
    Do this in Xero Add or Update Stock Items
  • When this happens in Klaviyo... Get Tag
    Do this in Xero Allocate Credit Note to Invoice
  • When this happens in Klaviyo... New Campaign
    Do this in Xero Create Account

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