A seamless integration between Klaviyo and Power BI can help you generate automated reporting, real-time analytics to share with stakeholders, and actionable reports for internal use.
You can connect Klaviyo to Power BI to run an in-depth analysis through visual reports, dashboards, and more. In this guide, we show you 2 ways to connect Klaviyo to Power BI and discuss a few more options, so let’s get straight to it.
Ways to connect Klaviyo to Power BI
Power BI does not have a built-in way to connect to Klaviyo. However, you can still connect Klavio to Power BI via third-party options. There are several connectors available on the market and here we have curated a list of 3 ones that are worth your attention.
| Connectors | Monthly pricing | Data visualization and spreadsheets destinations | Key features |
|---|---|---|---|
| Coupler.io | Free Personal: $24 Professional: $49 Team: $99 Business: $249 | Yes | – Advanced data transformations – Ready-to-use report and dashboard templates – Automatic data refresh on a schedule |
| Skyvia | Free Basic: $15 Standard: $79 Professional: $399 | No | – Bi-directional data sync – Automate data pull on schedule |
| Stitch | Standard: $100 Advanced: $1,250 Premium: $2,500 | No | – Automated cloud data pipelines – Pre-built data connectors |
Of these 3 connectors, only Coupler.io provides Power BI as a direct destination. While Skyvia and Stitch provide Klaviyo integration to Power BI via a data warehouse. So, let’s see how it works.
Set up a Klavio to Power BI integration by Coupler.io
Coupler.io is a reporting automation platform that allows you to turn raw data into meaningful reports. Its no-code, user-friendly interface makes your data integrations seamless. And they can be done in just a few clicks.
Click Proceed in the form below where we’ve preselected Klaviyo as a source and Power BI as a destination. You’ll be prompted to create a Coupler.io account for free.
This entire process involves three steps. Let’s explore each step one by one while setting up Klaviyo Power BI integration.
Step 1: Extract data
- First, you need to connect your Klaviyo account with Coupler.io. This requires the private API key label and private API key secret. Go to the Settings of your Klaviyo account.
- Click API keys in the Accounts tab. Under the Private API Keys section, click Create Private API Key.
- Select the access level for your private API key. We are going with the Read-Only Key access level for this example. The Private API Key Name box is to give it a label, so don’t forget to do that. And finally, click Create.
- Your Private API key is ready; copy it now.
- Go to Coupler.io, insert the Private API Key label and Private API Key secret you just created, and click Save.
- Coupler.io and Klaviyo are now connected. It’s time to select a data entity that you wish to export from Klaviyo. There are three entities that you can go for: the Campaigns list, Profiles list, and Report. For the Report, you’ll also need to specify start/end dates, and metrics to include in the report.
Step 2: Transform Data
- Now that our source is ready, it’s time we transform our data and make changes as per our data analysis needs:
- Column management: Manage any hidden, shown, grouped, and ungrouped columns.
- Filter: Filter your selection based on AND/OR conditions (one condition or multiple).
- Sort: You can sort your selected column data in a desired order.
- Formula: You can also have computable formulas to give a value based on existing data. Please read our guide on Adding formula-based custom columns.
Step 3: Load data and schedule refresh
- Follow the in-app instructions to load data from Klaviyo to Power BI. Generate and copy the integration URL.
- Open Power BI desktop app, go to Get data > Web
- Paste the Klaviyo Power BI integration link in the dialog box and click OK.
- When done, you will have a new query in the Power Query Editor with the export list, i.e., the Profile list from Klaviyo.
- Get back to Coupler.io and turn on the Automate Data Refresh button. You can schedule data exports at intervals of up to 15 minutes.
That’s it! The entire process of connecting Klaviyo to Power BI took around 2 minutes. Apart from Klaviyo, with Coupler.io, you can automatically collect data from many other ad and marketing apps. For example, GA4, Google Ads, Mailchimp, LinkedIn Ads, Instagram, Facebook Ads, and others. This means you can easily automate all marketing reporting in your organization with one comprehensive solution.
Turn Klaviyo data into insights with our dashboard template
If you are considering alternative BI tools for your Klaviyo reports, check out our dashboard template in Looker Studio.
It’s a ready-to-use reporting solution that lets you track the performance of your email campaigns. On a separate page, the Klaviyo analytics dashboard offers a profile overview with details on subscribers.
You can start using the dashboard by simply connecting your Klaviyo account. If you’d like to have such a dashboard template in Power BI, let us know about it.
Unlock email marketing excellence and more with our all-in-one marketing dashboard
Are your Klaviyo campaigns truly reaching their potential? Stop sifting through endless reports and start gaining actionable insights. Our All-in-one marketing overview dashboard for Power BI brings your critical Klaviyo email marketing data to life, empowering you to optimize performance and drive conversions like never before.
Email marketing aside, the dashboard offers you a wealth of data to understand the impact of your marketing efforts across different channels, such as: organic search, organic social media, or paid ads, to name a few. Set up your single point of marketing truth to gain exciting insights and make data-based decisions in no time.
Using the dashboard, you get a comprehensive understanding of your email campaigns, with all key metrics like emails sent, delivered, unique opens, unique clicks, bounces, bounce rate, and unsubscribes in one place for your convenience and faster work. And with the clear visualization of your entire email marketing funnel, you can quickly identify bottlenecks in your email strategy, as well as optimize content and segmentation for better engagement.
Click the button below to open the dashboard in Power BI. Next, click Setup dashboard to start simple configuration. Once you’ve created a free Coupler.io account (no credit card required), you’ll be able to connect your Klaviyo email analytics plus all your other marketing data sources.
How to export data from Klaviyo to Power BI manually
Moving ahead, let’s see how the manual method to connect Klaviyo to Power BI works. This option can be useful for reports that don’t need to be updated often. If you are planning to prepare a report just once, or if it’s enough to update it once a month or so – then transferring data manually can work well. However, if you need to closely monitor progress or work with your Klaviyo data in Power BI often, it’s better to use automation. Although the manual method is rather straightforward and simple, repeating the export-import steps repeatedly can become very time-consuming.
If you decide you don’t need automation, let’s see how to get your Klaviyo data into Power BI manually.
Note: Only accounts with owner, admin, and analyst roles can export lists and segments.
- From the left navigation menu, go to Audience > Lists & Segments.
- Click on the list or segment that you wish to export.
- If you don’t have one already, go to the top right corner on the same page. Create one by clicking on Create List / Segment.
- When you have the list or segment opened, from the top right corner, click on Manage List > Export List to CSV.
- On the Export Review page, you can select the properties you wish to export and start exporting.
- Save the CSV export to your computer. I’ve exported a list with 10 columns.
- Now, go to Power BI and click Get data > Text/CSV.
- Select the exported CSV file and click OK. You can now get started and load or transform your data in Power BI.
Why should you use Coupler.io to connect Klaviyo to Power BI?
Coupler.io is not the only option on the market to connect Klaviyo to Power BI. However, it stands out for several reasons:
- Data analytics services: It helps you analyze and interpret complex data to derive insights from it. This, in turn, helps in creating powerful dashboards or reports to visualize data. Improve business processes by tracking them and having a reporting structure. You can share those data-driven reports with clients, stakeholders, etc.
- Intuitive and user-friendly interface: Coupler.io is not only for developers or people with extensive technical expertise. This no-code platform is easy to use for all business users.
- Multiple sources and destinations: Around 50 source apps—yes, that’s right! The list of sources includes apps like HubSpot, Salesforce, Pipedrive, and many more. To talk about destinations, the list includes six powerful and most-used analytics tools. In spreadsheet apps, there are Excel and Google Sheets. Dashboard apps are Power BI, Looker Studio, and monday.com. And in the data warehouse category, we have BigQuery.
- Ready-to-use templates: You can access our reporting templates and dashboards. They are all pre-designed with built-in Power BI connectors for immediate use. Each time you use a new connector, you can save time by using our templates. Currently, we do not have a template report for Klavio, but you can request it, and we’ll have it ready for you.
- Data automation: You can set up your data transfer from source to destination as often as every 15 minutes. This helps in having the most up-to-date data for tracking dynamic changes.
There’s no need to have many connectors to get data from all your sources. Our extensive list of source apps makes it an all-in-one solution for data integration. With Coupler.io, you can connect Klaviyo to Power BI within minutes. Use the time to analyze your data and build processes to improve your marketing efforts.
But if you don’t need to do this regularly, then the manual method of CSV export and import can be your best solution.
Don’t forget to weigh the pros and cons of other alternative methods to connect Klaviyo to Power BI. And then finally, leverage the power of Klaviyo Power BI integration.
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