> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hellomerx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Klaviyo Integration

> Connect Klaviyo with Merx to sync customer profiles, segments, and product catalogs for WhatsApp marketing

## What is Merx?

Merx is a WhatsApp marketing platform that enables brands to engage customers through personalized WhatsApp messages, campaigns, and conversational commerce.

## What does this integration do?

The Merx + Klaviyo integration allows you to:

* **Sync customer profiles** from Klaviyo to Merx
* **Import Klaviyo segments** as Merx user groups
* **Sync your Klaviyo product catalog** to Merx for WhatsApp commerce
* **Trigger WhatsApp campaigns** directly from Klaviyo Flows

## Prerequisites

Before you begin, make sure you have:

* An active Merx account
* An active Klaviyo account with admin access
* WhatsApp Business API connection configured in Merx

## Installation Steps

### Step 1: Navigate to Integrations

1. Log into your Merx Portal at [portal.hellomerx.com](https://portal.hellomerx.com)
2. Click on **Integrations** in the top navigation menu, in CommerceHub

### Step 2: Connect Klaviyo

1. Find the **Klaviyo** card in the integrations list
2. Click **Connect**
3. On the Klaviyo integration page, click **Connect to Klaviyo**

### Step 3: Authorize the Connection

1. You'll be redirected to Klaviyo's authorization page
2. Log into your Klaviyo account if prompted
3. Review the permissions requested:
   * **Read access** to profiles, lists, segments, events, and catalogs
   * **Write access** to catalogs (for bidirectional sync)
4. Click **Allow** to authorize the connection

### Step 4: Verify Connection

1. After authorization, you'll be redirected back to Merx
2. The connection status should show **Connected** with your Klaviyo account ID
3. You can now configure sync settings

## Configure Sync Settings

After connecting, you can configure how data syncs between Klaviyo and Merx:

### Sync Options

| **Setting**         | **Description**                                                   |
| ------------------- | ----------------------------------------------------------------- |
| **Create Users**    | Create new contacts in Merx for Klaviyo profiles that don't exist |
| **Update Users**    | Update existing contacts with data from Klaviyo                   |
| **Sync Properties** | Import Klaviyo custom properties as contact attributes            |
| **Create Groups**   | Create Merx user groups matching Klaviyo lists/segments           |

### Scheduled Sync

Enable scheduled sync to automatically import new Klaviyo profiles daily.

## Disconnecting the Integration

To disconnect your Klaviyo integration:

1. Go to **Integrations** > **Klaviyo**
2. Click **Disconnect**
3. Confirm the disconnection

Note: Disconnecting will revoke Merx's access to your Klaviyo account. Previously synced data will remain in Merx.

## Troubleshooting

### Connection Failed

If the OAuth connection fails:

* Ensure you have admin access to your Klaviyo account
* Check that pop-ups are not blocked in your browser
* Try clearing your browser cache and cookies

### Sync Not Working

If profiles aren't syncing:

* Verify your Klaviyo integration is still **Active**
* Check that profiles have valid phone numbers
* Review the sync settings to ensure the correct options are enabled

## Need Help?

* **Email:** [support@hellomerx.com](mailto:support@hellomerx.com)
* **Documentation:** [docs.hellomerx.com](https://docs.hellomerx.com)

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