Automate Square & Klaviyo

Stop paying for mismatched spreadsheets. Sync data between Square and Klaviyo 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 ["Square"]
        T1(["Completed Payment"])
    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 ["Klaviyo"]
        A1(["Add Profile to List"])
    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 Square transactions occur, the details of each sale, including customer email addresses and purchase amounts, are not automatically sent to Klaviyo. This results in marketing teams manually entering customer information into Klaviyo to target follow-up campaigns, wasting hours each week. If a transaction occurs and the customer opts in for marketing, their email may be lost entirely if not captured correctly, leading to missed opportunities for engagement and revenue.

Top Ways to Automate Square & Klaviyo

Automated Customer Segmentation: Instantly segment your customer base in Klaviyo based on real-time purchase data from Square, enabling targeted marketing campaigns that resonate with specific customer interests and behaviors.
Triggered Email Campaigns: Set up automated email workflows in Klaviyo that trigger based on Square transactions, such as cart abandonment reminders or post-purchase follow-ups, enhancing customer engagement and driving repeat sales.
Comprehensive Reporting: Generate in-depth reports that combine sales data from Square with marketing performance metrics from Klaviyo, providing actionable insights to refine strategies and optimize ROI.

How to Build the Square → Klaviyo Sync

Set up a webhook in Square to listen for the 'payment.created' event. This webhook will trigger every time a new payment is processed.
Configure the webhook to send a POST request to your server endpoint, e.g., https://your-server.com/square-webhook.
In your server code, extract the relevant data from the webhook payload, specifically the customer email and transaction amount from the 'data.object' section.
Format the extracted data into a JSON object that matches Klaviyo's API requirements. For instance, include fields like 'email' and 'amount'.
Make a POST request to Klaviyo’s API endpoint https://a.klaviyo.com/api/v1/people/ with the formatted JSON data, including your API key in the headers for authentication.

Developer Warnings & API Gotchas

Ensure that the email field is present in the Square webhook payload; otherwise, Klaviyo will reject the request due to a missing required field.
Be cautious with the data types; Klaviyo expects the 'amount' to be a float, while Square may send it as an integer in cents.
Double-check the mapping of the customer data; if a customer makes multiple purchases, ensure that their email is not duplicated in Klaviyo, which could lead to data clutter.

Supported API Operations

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

When this happens in Square... Completed Payment

Do this in Klaviyo Add Profile to List
When this happens in Square... Fetch Custom Actions

Do this in Klaviyo Add Tag to List
When this happens in Square... Item Variation

Do this in Klaviyo Add Tag to Segment
When this happens in Square... List Appointment Service

Do this in Klaviyo Create Event
When this happens in Square... Locations

Do this in Klaviyo Create List

SyncMatrix Experts

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