Create Reports from Klaviyo Data in Looker Studio

Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Connect AI to gain access to live Klaviyo data and create custom reports in Looker Studio.

Looker Studio, formerly known as Google Data Studio, empowers users to craft customized reports featuring data visualizations that can be shared with clients while reflecting your brand identity. When combined with CData Connect AI, you gain immediate cloud-to-cloud access to Klaviyo data to create visualizations, dashboards, and more. This article provides step-by-step instructions on establishing a virtual database for Klaviyo and generating reports from Klaviyo data within Looker Studio.

CData Connect AI offers a seamless cloud-to-cloud interface tailored for Klaviyo, making it straightforward to construct reports directly from live Klaviyo data within Looker Studio without the need for data replication. As you create visualizations, Looker Studio generates queries to retrieve data. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported query operations, including filters, JOINs, and more, directly to Klaviyo. This leverages server-side processing to swiftly provide the requested Klaviyo data.

This article requires a CData Connect AI instance and the CData Connect AI Connector for Looker Studio. Get more information on the CData Connect AI and sign up for a free trial at https://www.cdata.com/cloud.


Configure Klaviyo Connectivity for Looker Studio

Connectivity to Klaviyo from Looker Studio is made possible through CData Connect AI. To work with Klaviyo data from Looker Studio, we start by creating and configuring a Klaviyo connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. Adding a Connection
  3. Select "Klaviyo" from the Add Connection panel
  4. Selecting a data source
  5. Enter the necessary authentication properties to connect to Klaviyo.

    To authenticate to Klaviyo, provide an API Key. You can generate or view your API keys under 'My Account'

    1. Navigate to 'Settings' > 'API Keys'
    2. Click 'Create API Key'.
    3. Name your API key and choose the desired scopes.

    To connect in your CData solutions, set API Key to your Klaviyo API key.

    If you wish to use OAuth authentication, refer to the Help documenation. Configuring a connection (Salesforce is shown)

  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Klaviyo Connection page and update the User-based permissions. Updating permissions

With the connection configured, you are ready to connect to Klaviyo data from Looker Studio.

Visualize Live Klaviyo Data from Looker Studio

The steps below outline connecting to CData Connect AI from Looker Studio to create a new Klaviyo data source and build a simple visualization from the data.

  1. Log into Looker Studio, click data sources, create a new data source, and choose CData Connect AI Connector.
  2. Create a new connection in Looker Studio
  3. Click Authorize and allow access to your Google account. Granting permissions to the Connector
  4. Click Authorize to authenticate with your CData Connect AI instance Authenticating with CData Connect AI
  5. In the CData Connect AI Connector in Looker Studio select Connections to import from the dropdown and click Next
  6. Importing from Connections
  7. Now select a Connection (e.g. Klaviyo1) and click Next Selecting a Connection
  8. Select a Table (e.g. Campaigns) or use a Custom Query and click Connect to continue Selecting a Table
  9. If needed, modify columns, click Create Report, and add the data source to the report.
  10. Configuring column definitions
  11. Select a visualization style and add it to the report.
  12. Select Dimensions and Measures to customize your visualization.
  13. Visualizing Klaviyo data in Looker Studio

Live Access to Klaviyo Data from Cloud Applications

Now you have a direct, cloud-to-cloud connection to live Klaviyo data from your Looker Studio workbook. You can create more data sources and new visualizations, build reports, and more — all without replicating Klaviyo data.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

Learn more about CData Connect AI or sign up for free trial access:

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