How to integrate Roadmap with Klaviyo

Use the embedded walkthrough below, then follow the written steps for a fast copy/paste setup.

Select the Klaviyo tab to access all Klaviyo integration options and settings.

Klaviyo Integration Set Up

Discover how to generate and add a Klaviyo API key to activate seamless store-email integration.

Before you start

• You need access to your Shopify admin and the Roadmap app.

• You need access to your Klaviyo account to create a Private API key.

Your Klaviyo Private API key is like a password. Copy it once and store it in a secure place (for example, a password manager).

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Step 1: Open Roadmap Settings in Shopify

Go to Roadmap in Shopify

In Shopify, open Apps and select Roadmap. In the Roadmap left menu, click Settings.

Shopify admin showing the Roadmap app with the Settings item highlighted

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Step 2: Create a Klaviyo Private API key

Open Klaviyo’s Create Private API Key screen

In Klaviyo, go to the page titled Create Private API Key, then enter a name in Private API Key Name so you can recognize it later (for example, Roadmap).

Klaviyo Create Private API Key screen with the Private API Key Name field

Generate and copy the key

Click Create. When Klaviyo shows Your Private Key, click the copy icon and save the key somewhere secure.

Klaviyo showing the generated private key with a copy icon

Klaviyo warns that this is the only time the full private key is visible. If you lose it, you’ll need to create a new one.

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Step 3: Paste the API key into Roadmap

Open the Klaviyo tab in Roadmap Settings

Back in Shopify (Roadmap), go to Settings and select the Klaviyo tab.

Paste your key into Klaviyo API Key, then click Save.

Roadmap Settings with the Klaviyo tab and the Klaviyo API Key field plus Save button

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Step 4: Sync Roadmap data to Klaviyo

Open Klaviyo Integration

In the Roadmap left menu, click Klaviyo Integration.

Roadmap in Shopify showing the Settings page and the Klaviyo Integration item in the left navigation

Sync profile properties

On Klaviyo Integration, select Klaviyo Profile to sync Roadmap profile properties into Klaviyo profiles (useful for segmentation and personalization).

Roadmap Klaviyo Integration screen with Klaviyo Profile and Klaviyo Metrics options

Sync metrics for flows

Select Klaviyo Metrics to sync Roadmap metrics used by Klaviyo Flows. This is where you manage which Roadmap data points appear as usable flow triggers/filters in Klaviyo.

Klaviyo Integration view showing the Klaviyo Metrics option for syncing data used in flows

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Step 5: Confirm your flows are ready

When you’ve finished syncing, you’ll see a confirmation screen indicating you’re ready to begin setting up your Klaviyo flows.

Confirmation screen stating the Klaviyo flows setup is complete

If your synced metrics or profile properties don’t appear in Klaviyo right away, re-check that your Klaviyo API Key is saved in Roadmap ( Settings → Klaviyo) and that you enabled sync under Klaviyo Integration.