Access Live Klaviyo Data in Excel (Desktop) through Connect Spreadsheets

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Klaviyo data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Klaviyo in Connect Spreadsheets and access and update live Klaviyo data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Klaviyo Connectivity for Excel

Connectivity to Klaviyo from Excel is made possible through Connect Spreadsheets. To work with Klaviyo data from Excel, we start by creating and configuring a Klaviyo connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection
2. Select "Klaviyo" from the Add Connection panel
3. 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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Klaviyo Connection page and update the User-based permissions.

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

Access Live Klaviyo Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Klaviyo data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
6. In the Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. Klaviyo1), Table (e.g. Campaigns), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Update Klaviyo Data from Excel

In addition to viewing Klaviyo data in Excel, Connect Spreadsheets also lets you update and delete Klaviyo data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Klaviyo (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
4. Click Execute to push the updates to Klaviyo

A notification will appear when the update is complete

Live Access to Klaviyo Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Klaviyo data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.