Setup

Generating Credentials in Klaviyo

Before configuring Loyale, you must generate a secure access token within your Klaviyo account.

1. Log in to your Klaviyo Dashboard.

2. Navigate to the bottom-left corner and click on your Organization Name (or user profile).

3. Select Settings from the menu.

4. Click on the API Keys tab.

5. Scroll down specifically to the section labeled Private API Keys.

   • Note: Do not use the Public API Key.

6. Click the button labeled Create Private API Key.

7. Name the Key: It is highly recommended to name the key (e.g., "Loyale Integration") so you can identify it later.

8. Copy the Key: Copy the long string of characters immediately.

   • Important: Treat this key like a password. You will need to paste this into Loyale in the next step.

Merge Customers Setting

The integration includes a specific toggle labeled Merge Customers. It is crucial to understand how this handles your customer data to avoid unintended data loss.

This setting dictates which platform acts as the "Source of Truth" when a customer exists in both systems (identified by a matching email address).

Option A: Enabled (Checked/Active)

• Behavior: Loyale is treated as the master database.

• The Result: If a customer with the email jane@example.com exists in Klaviyo, Loyale will force-update that profile.

• Risk: Any specific data currently in the Klaviyo profile that conflicts with Loyale data will be overwritten and replaced with the data held in Loyale.

Option B: Disabled (Unchecked/Inactive)

• Behavior: Loyale will likely respect the existing Klaviyo data or skip syncing profiles that already exist to prevent data destruction.

• Use Case: Use this if your Klaviyo profiles contain rich data (like custom segments or historical data from other sources) that you do not want Loyale to modify.

Recommendation: If you are just starting with Klaviyo and Loyale is your main customer database, enable Merge Customers. If you have an established Klaviyo account with complex customer profiles, review a sample profile before enabling this to ensure you do not lose valuable data.