Hi BeautyCopywriter94 - great question!
Yes, you should be able to integrate your Square POS with Klaviyo. It should not create issues for your Shopify integration.
Below are a few links to Klaviyo docs with more info:
Square Integration Overview
Getting started with Square Online
Square Online data reference
An excerpt from the third link: Square POS order events will sync to Klaviyo if there is an email address and/or phone number associated with the order. Square events will have a property called source name that will show whether the event is from a POS or from online/web, so that you can segment these events in Klaviyo.
I hope this is helpful! If I can help further, please let me know.
Adam Ragsdale
eCommerce + Email Marketing Strategist
R Bar Solutions
Adding both actually will give you a much clearer picture as well about the overlap between the 2 so no harm in connecting them, just more information you can use to send better targeted emails.
Omar Lovert // Polaris Growth // Klaviyo Master Platinum Partner
We help with e-commerce growth through CRO, Klaviyo and CVO
Hey, thank you for answering to the previous questions.
Do you know please how can I import my Klavyio data base into my Square POS?
You can export a list or segment of profiles (contacts) from Klaviyo and then upload those profiles directly to Square. Below are pages from Klaviyo and Square with detailed instructions for exporting and importing.
Klaviyo Help Center: How to export a list or segment to a CSV file
Square Support: Import Customers Online
I hope that helps! Feel free to reply with further questions and/or let us know how it goes.
That is a fantastic question, and the short answer is absolutely yes, you should integrate Square with Klaviyo, and you can do so without negatively affecting your existing Shopify integration.
Klaviyo is designed to be a Customer Data Platform (CDP) that unifies data from multiple sources like Shopify and Square into a single, comprehensive customer profile.
The key to preventing your data from getting "all mixed up" lies in how Klaviyo handles these separate streams of information and how you strategically leverage them for segmentation and flows.
Klaviyo's direct integration with Square is specifically built to bring in both Square Online and Square Point of Sale (POS) data, which is perfect for your in-person service appointments and sales.
It syncs profile information, your service/product catalog, and event-level data.
Crucially, the events synced from Square, like a Placed Order
or an equivalent booking confirmation, will have a property like Source Name
which indicates whether the transaction came from Square POS/Online or Shopify, allowing you to easily segment your in-person clients from your e-commerce customers without them getting mixed.
For your specific goal of implementing flows based on the service they got, the data synced from Square will include the details of the service, which you can use as triggers or conditional splits within your flows, just like you would with your Shopify products.
This is where the power of Klaviyo comes in - it creates one profile for each unique customer (based on email or phone number) and then overlays all their activities, whether from Square or Shopify, onto that single profile.
Your Shopify integration, which sounds like it is your higher priority, will continue to function normally, syncing its own Standard Events like Placed Order
and Checkout Started
.
Now, to address the more advanced solution you mentioned - the combination of APIs, Google Tag Manager (GTM), and a server-side solution like Stape or Google Cloud Platform.
While the direct Klaviyo-Square integration covers a lot, this setup offers maximum control and reliability, particularly for server-side tracking, which helps with data loss due to browser restrictions.
Using the Klaviyo API, Shopify API, and Square API allows you to push highly customized, clean data directly into Klaviyo.
You could, for instance, create a custom event called Service Booked
with specific properties (service name, practitioner, appointment date) from Square's API and push it to Klaviyo, giving you even more granular control than the default sync might.
GTM is essential for managing your web tracking scripts, including Klaviyo's web tracking for Active on Site
and Viewed Product
events, but its primary function in this advanced solution is to work with Stape or Google Cloud Platform for server-side tracking.
Server-side tracking means your data is sent from your server to Klaviyo, not directly from the user's browser, which results in more accurate and reliable data collection.
You would use GTM in conjunction with a server container on Stape or Google Cloud Platform to manage the transmission of data from your Shopify or Square-linked website to Klaviyo's API.
This ensures that every interaction, regardless of browser or ad-blocker settings, is captured as reliably as possible, which is the best way to safeguard your data quality and maintain the high priority of your Shopify data while seamlessly incorporating Square's information.
It sounds complex, but it is the ultimate way to future-proof your omnichannel marketing data.