Settings : Order
Before updating order flow mappings, navigate to Settings → Order.
There is a single directional flow for syncing NetSuite orders to Klaviyo events.
The NetSuite bundle will automatically add a saved search titled Novamodule Klaviyo Sales Order Export - Template. It is recommended to modify and save as a new saved search.
Optional - Ignore Sales Order Line Item(s)
This setting will skip add sales order line items and only create a Klaviyo order event. It bypasses step 2 of the data flow.
DataFlow : Export Sales Order Data from NetSuite to Klaviyo Events
There are 4 steps in this flow that will run after retrieving NetSuite order data from the configured saved search. The below steps include additional information and screenshots for reference.
- NetSuite - Export Sales Orders
The default criteria in the NetSuite saved search includes sending order information for only Customers that are synced with a Klaviyo Member Id.
- Klaviyo - Create Line Items Event
The integration app will create custom order line events in Klaviyo that can be used for customer segmentation.
- Klaviyo - Create Order Event
The integration app will create custom order events in Klaviyo that can be used for customer segmentation.
- NetSuite - Update Sales Order Checkbox
If Klaviyo order events are created successfully, the integration app will update the sales order field, Order Exported to Klaviyo, and order line item field, Item Exported to Klaviyo.
Congratulations! You are done configuring Klaviyo - NetSuite integration app. If you have any questions, please contact us through the support widget.