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Problem Solver I
November 17, 2023
Solved

Resetting sales data on dashboard?

  • November 17, 2023
  • 3 replies
  • 419 views

Hi all, I am about to launch a shopify site with klaviyo integration and have been testing payments before I launch. Is there a way in Kalviyo to reset the data it has been recording as it is not real sales data. Thanks :)

    This topic has been closed for replies.
    Best answer by gmartu

    Hi @Fink,

    In my experience (if you are in a testing phase) the only way I found to "reset" was to delete the metric and redo the integration.

    I would not recommend that for the reason that I don't know if you already have active flows that rely on that metric, in this case "Placed order".

    I would recommend that you set the viewing period excluding the days prior to Go Live.

    Here is another similar question that had been asked: https://community.klaviyo.com/campaigns-and-flows-30/how-to-reset-metric-dimensions-6816

    I hope I was able to help you out!

    3 replies

    Damilare_Ogunajo
    Problem Solver I
    Problem Solver I
    November 17, 2023

    Hi @Fink 

     To reset the test data in Klaviyo, navigate to your Klaviyo account, go to the profile drop-down, and select 'Account.' Under 'Account Settings,' click 'Privacy & Compliance,' and then 'Reset Metrics.' This will clear the test data. If you have more questions or need further assistance, I'd be happy to help!

     

      Also, to reset test data in Klaviyo, you can create a new 'sandbox' account within your main account. This sandbox is isolated and won't affect your actual data. You can use a specific property, like 'test@email.com,' for your test orders, then create a segment excluding this email for accurate analytics.

     

     Additionally, I specialize in Klaviyo and Shopify integrations and would love to share some insights to help you kickstart your journey. Feel free to reach out if you'd like to schedule a meeting to discuss strategies for gaining early momentum in the competitive market space. Best of luck with your Shopify launch!"

    Certified Klaviyo Developer & Deliverability Specialist
    gmartu
    Partner - Silver
    gmartuAnswer
    Partner - Silver
    November 17, 2023

    Hi @Fink,

    In my experience (if you are in a testing phase) the only way I found to "reset" was to delete the metric and redo the integration.

    I would not recommend that for the reason that I don't know if you already have active flows that rely on that metric, in this case "Placed order".

    I would recommend that you set the viewing period excluding the days prior to Go Live.

    Here is another similar question that had been asked: https://community.klaviyo.com/campaigns-and-flows-30/how-to-reset-metric-dimensions-6816

    I hope I was able to help you out!

    Gabriele M. | Marketing Automation Specialist @ drop.it
    FinkAuthor
    Problem Solver I
    November 17, 2023

    Thanks for the reply, I think going by that link they suggested deleting metric as well. Which as you say may not be the greatest idea. When you say set the viewing period do you mean just by selecting custom date range within the metric.