Commerce & billing
Set up Klaviyo
Connect Klaviyo to make your email campaigns searchable — each becomes a dated document with its subject, status, included and excluded audiences, sender and the full text of what went out, so “what did we send customers before the launch” answers from the archive itself. Read-only.
Before you start
- A Klaviyo private API key, created under Settings → API keys → Create Private API Key — read access is enough.
- It starts with pk_ — a private key, not the public site id. Copy it right away; Klaviyo shows it once.
- Can never write — only reads are ever issued.
- In Klaviyo open Settings → API keys → Create Private API Key, grant read access and copy the key.
- Documents → Klaviyo, paste it as Private API key.
- Choose access groups, Test, then Sync.
| History to sync (days) | Optional, under Advanced — how far back to read campaigns, by last update rather than send date. Blank defaults to 730 days (two years); 3,650 is the most it accepts. A campaign already synced stays searchable when it later ages out of the window; remove it under Documents if one really must go. |
|---|
What comes in
- Email campaigns only — SMS campaigns are not read — and only those with a readable message: the text comes from the campaign's template (plain text where there is one, otherwise the HTML rendered down to text), falling back to the preview text; a campaign with neither is left out.
- Each is titled by its subject (or the campaign name) and carries status, the send or scheduled date, the included and excluded audiences as list and segment names, the sender and the campaign name when it differs from the subject, then the full text.
- Audience names are looked up per list or segment, the first 200 distinct ones in a sync; beyond that a campaign carries no audience names, and the sync summary says so.
- Flows are deliberately left out: a flow carries only a trigger and a status, no message body of its own, so reading every flow would add nothing worth finding.
- Campaigns rank by status — a draft never outranks a sent campaign, and a sent or cancelled one never outranks one still scheduled or going out.
Access
Access is allow-only: the groups chosen on the source cover every campaign — the source exposes no per-item viewers to mirror.
Campaigns cap at 500 inside the lookback window, most-recently-updated first; when the cap is reached the sync summary says so. Reading a campaign's text is one call per campaign on every sync, so a large account's sync takes a while. Campaigns already synced stay searchable when they age out of the window. Test connects read-only and counts the recent email campaigns it can see; a rejected key reads as Klaviyo rejecting the credentials — check it is the private pk_ key. Revoke access any time by deleting the private key under Settings → API keys.
Last updated 20 Sep 2026