case STORIES
Klaviyo Integration
Klaviyo Integration
Klaviyo Integration
Seamless Transaction Sync: Enhancing NetSuite with Klaviyo Integration
Seamless Transaction Sync: Enhancing NetSuite with Klaviyo Integration
Seamless Transaction Sync: Enhancing NetSuite with Klaviyo Integration
Seamless Transaction Sync: Enhancing NetSuite with Klaviyo Integration
Project info
Timeline
80 hs
Team Size
3
Events considered
5
Used Technologies
Used Technologies
Used Technologies
Used Technologies
Typescript
Netsuite
Klaviyo is a marketing automation platform powered by customer data. Its main goal is to power smarter digital relationships. With Klaviyo you can measure interactions in real-time and connect with customers through a seamless email, SMS, mobile push, and reviews experience.
The client wanted to integrate Klaviyo with Netsuite events associated to transactions, in order to use that metrics for statistics and communication with customers.
Implementation
The integration we created was focused in sending transaction related events data from Netsuite to Klaviyo. The client indicated the list of events that wanted to keep track of, and for each event the relevant data they wanted to be sent.
It is worth mentioning that this integration could be applied to any type of Netsuite record. With this integration it is possible to track any kind of event, obtain all the data you want, process the data as much as you desire, and send it in the format you wish. It is a very flexible integration, with a lot of possibilities.
In this particular case the events considered were:
Placed Order
Shipped Order
Cancelled Order
Shipment Notification
Credit Memo Created
For each event, we indicated the transactions we wanted to be processed using Netsuite saved searches, filtering as much as we wished to.
The integration supports as many Klaviyo accounts as you want. We worked with one test account and 2 production accounts. Depending on the Netsuite environment we sent data to the test account or the production accounts. For the production accounts, we used the value of a transaction field to choose the account. Depending on the account the data could be processed and sent in different ways.
All transactions have a multi-select field indicating the events already sent to Klaviyo. This allows Netsuite users the possibility to see what events have been sent. Also, in a transaction, there is a tab that shows all the info related to Klaviyo events for that transaction, including the ones that experienced an error.
Each customer record has a tab for klaviyo events too, that shows all klaviyo events for transactions associated with that customer.
For each event, we run a script every 15 minutes to ask if there are any transactions that experienced that event and also match the search criteria we established. If any, we send the data to Klaviyo.
The integration creates a custom record with log information every time an event is sent to Klaviyo. This allows the Netsuite user to corroborate that the data is being sent correctly, and compare with the data that Klaviyo receives. It is really useful to monitor the proper operation of the integration.
In the following screenshot you can see an example of data sent to Klaviyo for a Placed Order event.
The integration we created was focused in sending transaction related events data from Netsuite to Klaviyo. The client indicated the list of events that wanted to keep track of, and for each event the relevant data they wanted to be sent.
It is worth mentioning that this integration could be applied to any type of Netsuite record. With this integration it is possible to track any kind of event, obtain all the data you want, process the data as much as you desire, and send it in the format you wish. It is a very flexible integration, with a lot of possibilities.
In this particular case the events considered were:
Placed Order
Shipped Order
Cancelled Order
Shipment Notification
Credit Memo Created
For each event, we indicated the transactions we wanted to be processed using Netsuite saved searches, filtering as much as we wished to.
The integration supports as many Klaviyo accounts as you want. We worked with one test account and 2 production accounts. Depending on the Netsuite environment we sent data to the test account or the production accounts. For the production accounts, we used the value of a transaction field to choose the account. Depending on the account the data could be processed and sent in different ways.
All transactions have a multi-select field indicating the events already sent to Klaviyo. This allows Netsuite users the possibility to see what events have been sent. Also, in a transaction, there is a tab that shows all the info related to Klaviyo events for that transaction, including the ones that experienced an error.
Each customer record has a tab for klaviyo events too, that shows all klaviyo events for transactions associated with that customer.
For each event, we run a script every 15 minutes to ask if there are any transactions that experienced that event and also match the search criteria we established. If any, we send the data to Klaviyo.
The integration creates a custom record with log information every time an event is sent to Klaviyo. This allows the Netsuite user to corroborate that the data is being sent correctly, and compare with the data that Klaviyo receives. It is really useful to monitor the proper operation of the integration.
In the following screenshot you can see an example of data sent to Klaviyo for a Placed Order event.
The integration we created was focused in sending transaction related events data from Netsuite to Klaviyo. The client indicated the list of events that wanted to keep track of, and for each event the relevant data they wanted to be sent.
It is worth mentioning that this integration could be applied to any type of Netsuite record. With this integration it is possible to track any kind of event, obtain all the data you want, process the data as much as you desire, and send it in the format you wish. It is a very flexible integration, with a lot of possibilities.
In this particular case the events considered were:
Placed Order
Shipped Order
Cancelled Order
Shipment Notification
Credit Memo Created
For each event, we indicated the transactions we wanted to be processed using Netsuite saved searches, filtering as much as we wished to.
The integration supports as many Klaviyo accounts as you want. We worked with one test account and 2 production accounts. Depending on the Netsuite environment we sent data to the test account or the production accounts. For the production accounts, we used the value of a transaction field to choose the account. Depending on the account the data could be processed and sent in different ways.
All transactions have a multi-select field indicating the events already sent to Klaviyo. This allows Netsuite users the possibility to see what events have been sent. Also, in a transaction, there is a tab that shows all the info related to Klaviyo events for that transaction, including the ones that experienced an error.
Each customer record has a tab for klaviyo events too, that shows all klaviyo events for transactions associated with that customer.
For each event, we run a script every 15 minutes to ask if there are any transactions that experienced that event and also match the search criteria we established. If any, we send the data to Klaviyo.
The integration creates a custom record with log information every time an event is sent to Klaviyo. This allows the Netsuite user to corroborate that the data is being sent correctly, and compare with the data that Klaviyo receives. It is really useful to monitor the proper operation of the integration.
In the following screenshot you can see an example of data sent to Klaviyo for a Placed Order event.
The integration we created was focused in sending transaction related events data from Netsuite to Klaviyo. The client indicated the list of events that wanted to keep track of, and for each event the relevant data they wanted to be sent.
It is worth mentioning that this integration could be applied to any type of Netsuite record. With this integration it is possible to track any kind of event, obtain all the data you want, process the data as much as you desire, and send it in the format you wish. It is a very flexible integration, with a lot of possibilities.
In this particular case the events considered were:
Placed Order
Shipped Order
Cancelled Order
Shipment Notification
Credit Memo Created
For each event, we indicated the transactions we wanted to be processed using Netsuite saved searches, filtering as much as we wished to.
The integration supports as many Klaviyo accounts as you want. We worked with one test account and 2 production accounts. Depending on the Netsuite environment we sent data to the test account or the production accounts. For the production accounts, we used the value of a transaction field to choose the account. Depending on the account the data could be processed and sent in different ways.
All transactions have a multi-select field indicating the events already sent to Klaviyo. This allows Netsuite users the possibility to see what events have been sent. Also, in a transaction, there is a tab that shows all the info related to Klaviyo events for that transaction, including the ones that experienced an error.
Each customer record has a tab for klaviyo events too, that shows all klaviyo events for transactions associated with that customer.
For each event, we run a script every 15 minutes to ask if there are any transactions that experienced that event and also match the search criteria we established. If any, we send the data to Klaviyo.
The integration creates a custom record with log information every time an event is sent to Klaviyo. This allows the Netsuite user to corroborate that the data is being sent correctly, and compare with the data that Klaviyo receives. It is really useful to monitor the proper operation of the integration.
In the following screenshot you can see an example of data sent to Klaviyo for a Placed Order event.
Conclusion
The successful integration between NetSuite ERP and Klaviyo has empowered our client to create a customer-centric communication strategy driven by real-time transaction data. By bridging these critical systems, we've enabled highly personalized, timely, and relevant communications that enhance the customer experience at every stage of the purchase journey.
The flexibility of this solution allows for precise control over which transactions trigger communications, ensuring customers receive exactly the information they need, when they need it, through their preferred channels.
The successful integration between NetSuite ERP and Klaviyo has empowered our client to create a customer-centric communication strategy driven by real-time transaction data. By bridging these critical systems, we've enabled highly personalized, timely, and relevant communications that enhance the customer experience at every stage of the purchase journey.
The flexibility of this solution allows for precise control over which transactions trigger communications, ensuring customers receive exactly the information they need, when they need it, through their preferred channels.
The successful integration between NetSuite ERP and Klaviyo has empowered our client to create a customer-centric communication strategy driven by real-time transaction data. By bridging these critical systems, we've enabled highly personalized, timely, and relevant communications that enhance the customer experience at every stage of the purchase journey.
The flexibility of this solution allows for precise control over which transactions trigger communications, ensuring customers receive exactly the information they need, when they need it, through their preferred channels.
The successful integration between NetSuite ERP and Klaviyo has empowered our client to create a customer-centric communication strategy driven by real-time transaction data. By bridging these critical systems, we've enabled highly personalized, timely, and relevant communications that enhance the customer experience at every stage of the purchase journey.
The flexibility of this solution allows for precise control over which transactions trigger communications, ensuring customers receive exactly the information they need, when they need it, through their preferred channels.
Ready to Transform Your NetSuite and Marketing Integration? Is your business looking for a similar solution to connect NetSuite with your marketing automation platform? Our team of experts specializes in creating custom integrations that drive real business results.
Ready to Transform Your NetSuite and Marketing Integration? Is your business looking for a similar solution to connect NetSuite with your marketing automation platform? Our team of experts specializes in creating custom integrations that drive real business results.
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