connect2​Klaviyo

Are your Klaviyo flows missing real-time order data from Business Central? OmniConnect by Codeunit connects Dynamics 365 Business Central directly to Klaviyo — pushing customer profiles and transactional events automatically, so every campaign and automation fires from live data.

Built for marketing and operations teams, this connector ensures every customer profile in Klaviyo reflects current Business Central data, and that every order, shipment, invoice, or return triggers the right Klaviyo flow immediately.

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What It Does

• Customer Profile Synchronisation — When customers are created or updated in Business Central, their full profile — including names, addresses, contact details, and custom properties — is pushed to Klaviyo automatically. The Klaviyo profile ID is written back to Business Central to keep both systems linked, and list membership is managed based on each customer's consent status.
• Transactional Event Tracking — A Klaviyo event is sent every time a sales document is posted in Business Central, covering order confirmations, invoices, shipments, credit memos, and return orders. Each event carries complete line items, amounts, customer details, carrier tracking numbers, and secure download links for any attached documents.
• Outbound Message Envelope Tracking — When a document is dispatched through an outbound message workflow, the full envelope is forwarded to Klaviyo as an event, including the recipient email, event code, document reference, and any attached files — making it easy to trigger flows for any outbound business communication.

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Key Benefits

• Bidirectional Profile Linking — The Klaviyo profile ID is written back to Business Central after every upsert, keeping both systems permanently in sync.
• Consent-Aware List Management — Customers are added to Klaviyo lists only when their consent status and configured conditions match, ensuring GDPR-compliant list growth.
• Full Transaction Lifecycle Coverage — Order confirmations, invoices, shipments, credit memos, and return orders all generate Klaviyo events automatically, enabling end-to-end lifecycle marketing.
• Shipment Tracking in Events — Carrier tracking numbers and URLs are embedded in shipment events, giving Klaviyo delivery notification flows everything they need.
• Attachment URLs in Event Payloads — Secure download links for PDFs and other attachments are included in event data, allowing Klaviyo to attach invoices and shipping documents to transactional emails.
• Configurable Event Names — Event names are driven by Business Central properties or email template codes, giving marketing teams full control over how events appear in Klaviyo segments and flows.
• No Schema Constraints on Properties — Custom Klaviyo properties from Business Central are forwarded as free-form key-value pairs, so any business-specific data can be made available in Klaviyo without schema changes.

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OmniConnect Portal — included with your integration

Every integration comes with access to the OmniConnect Portal — giving you full insight into everything flowing between your connected systems. Get notified when something requires your attention, and correct data or resubmit failed transactions on the fly — all from a single interface.

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Built for your business

Need something more? OmniConnect connectors are continuously developed and extended based on customer feedback. If your workflow requires an integration or feature that isn't listed here, get in touch — we tailor our connectors to fit your business.