What is new
While the charles Klaviyo integration was a private app, it is now a public app that has passed Klaviyo's app review process. We have enhanced the Klaviyo integration with powerful features such as property sync and event export.
Pre-requisites
You need to be an admin of your Klaviyo account or have a user with following permissions:
Events: Create, view, edit, and delete content and information.
List: Create, view, edit, and delete content and information.
Metrics: View content and information.
Profiles: Create, view, edit, and delete content and information.
Segments: View content and information.
Webhooks: Create, view, edit, and delete content and information.
How to upgrade
Go to your charles instance.
On the top, you should see a banner asking you to upgrade.
Click Upgrade now.
This will start a flow to connect your charles instance with your Klaviyo account.
Allow charles to interact with your Klaviyo account by clicking Allow.
After ~ 10 seconds you will get redirected to the new Klaviyo integration settings page.
Now you can configure the integration 🎉
Troubleshooting
"Authorization Denied" error
If you see this error, it often has one of the two reasons:
Not enough permissions: Make sure to run the upgrade with a user that is either an admin or has the necessary permissions mentioned in the Pre-requisites
Clicked Deny: Make sure to click "Allow" on the screen that says "Allow Charles to access your account's information.
I do not see the purple banner
You can also upgrade by visiting this link: https://api.hello-charles.com/api/oauth/klaviyo/install