Prima and Klaviyo
Integration Agency & Consultants
When marketing campaign performance declines, it is usually because customer segments are drifting away from commercial reality. This becomes painful when the rich transactional data in Prima is not reflected in Klaviyo, leading to irrelevant messaging and wasted spend. We connect your ERP directly to your marketing platform to ensure segments are driven by settled sales data and accurate customer profiles.
Audit the ERP and ESP landscape
Cogent2 will connect your Prima and Klaviyo integration swiftly, ensuring your ERP and ESP platforms work together efficiently. Our consulting services are invaluable, with a focus on system audit services that empower both our consultants and your team to take decisive action. By auditing your Prima and Klaviyo integrations, we help identify and resolve issues within your ERP and ESP landscape, supporting a tech ecosystem that runs smoothly. This enables you to deliver an outstanding experience to your customers.
Solution Design
Our team puts you in the driving seat of your Prima and Klaviyo integration journey, designing a future-proof ERP and ESP ecosystem. We work side-by-side with you to craft a blueprint that connects Prima with Klaviyo, ensuring your ERP and ESP work in harmony. Well-planned integrations save serious time and energy, laying the groundwork for sustainable growth and giving you the control to scale with confidence.
Syncing order records from Prima ERP
Data flows from Prima to Klaviyo to maintain the ERP as the system of record for customer history and order value. Because Prima holds the master record, the integration sequences profile updates to ensure every order metric attaches to the correct customer identity. We monitor sync health at the record level, catching data mismatches before they reach your marketing dashboard. This prevents segments from including customers whose orders were modified or cancelled in the ERP, ensuring your automation remains based on actual sales data.
Securing orchestration with compliant IPaaS layers
Leveraging IPaaS with ISO 27001 and SOC 2 and above security accreditations, Prima and Klaviyo integrations are delivered efficiently and securely. Connecting ERP and ESP systems, IPaaS ensures Prima and Klaviyo data flows reliably between ERP and ESP platforms. Benefits include centralised management, reduced manual effort, and robust compliance. Security is prioritised, with ISO 27001 and SOC 2 and above as minimum requirements, ensuring sensitive data is always protected.
Monitoring and preventing marketing data gaps
Marketing dashboards can mask underlying data gaps. A segment may appear healthy even if a percentage of recent orders failed to sync from Prima due to data errors. Our approach surfaces these exceptions by monitoring the bridge between systems. When ERP updates fail to reach your marketing lists, the issue is detected before it skews your revenue attribution or impacts an active campaign. This visibility moves the team from reactive troubleshooting to proactive management of the data pipeline.
Training for profile property ownership
Cogent2’s training equips your team to confidently manage your tech stack, supporting brand growth with Prima and Klaviyo. Learn to optimise ERP and ESP integrations, ensuring Prima and Klaviyo work effectively alongside your ERP and ESP platforms. This practical approach means your team can handle day-to-day operations, adapt to new challenges, and drive your business forward with the right skills and knowledge.
Maintaining sync health and data integrity
Cogent2 delivers production ERP and ESP support, ensuring business continuity and peace of mind. With on-hand technical knowledge, they support Prima and Klaviyo, keeping your ERP and ESP systems running smoothly. Rely on their expertise for Prima and Klaviyo, so your business remains resilient and supported at all times.
Common failures
Inaccurate customer segmentation
Operational impact: When customer records in Prima are not correctly mapped or synchronised with Klaviyo profiles, marketing segments become unreliable. This can lead to campaigns targeting the wrong audience, irrelevant messaging, and wasted marketing spend. At scale, this erodes the trust of the marketing team in their primary tool and leads to significant missed revenue opportunities from poorly targeted flows.
Prevention / Action: The integration's design must designate Prima as the definitive source of truth for all core customer data. Logic for matching records, for example by a unique customer ID and falling back to email, must be clearly defined. A robust exception handling process is necessary to queue any customer records that fail to sync for review, preventing silent data discrepancies.
Delayed post-purchase automation
Operational impact: If Sales Order and Item Fulfilment data from Prima is sent to Klaviyo on a slow or infrequent batch schedule, time-sensitive automations become ineffective. 'Order confirmation' emails arrive hours late, and 'Your order has been dispatched' notifications are triggered long after the courier has collected the parcel. This results in a poor customer experience and prevents the business from executing valuable post-purchase cross-sell or feedback campaigns.
Prevention / Action: The integration should be configured to process transactions based on triggers or a high-frequency polling schedule, not slow batch jobs. The sequence of data transfer is critical: a Sales Order creation event must precede any associated Item Fulfilment event to ensure Klaviyo flows trigger correctly. Monitoring the latency and volume of the integration queue should be a primary operational health metric.
Incomplete order data for segmentation
Operational impact: When Sales Orders sync from Prima but the associated line items lack key attributes, Klaviyo's segmentation power is diminished. If product category, margin data, or other custom fields from the SKU record are not included, the marketing team cannot build high-value segments. This prevents targeting customers by purchase history, lifetime value, or product preferences, directly limiting campaign ROI.
Prevention / Action: Structure the integration to enrich order data during the sync process. The logic should not just pass the basic order details, but also query Prima's item master for relevant SKU-level data. This data should then be mapped to custom properties within the 'Placed Order' event in Klaviyo, making it available for detailed segmentation and personalisation.
Marketing consent mismatches
Operational impact: If a customer's marketing consent status is updated in Prima but not reliably reflected in Klaviyo, the business faces both compliance risks and missed opportunities. Sending campaigns to unsubscribed contacts damages brand reputation and deliverability scores. Conversely, failing to include opted-in customers in campaigns means the marketing team is working with an inaccurate list and losing potential revenue.
Prevention / Action: Define a single source of truth for the 'accepts marketing' status on the customer record, which should be Prima. The integration must ensure any change to this flag in Prima forces an update to the corresponding Klaviyo profile. A scheduled, automated reconciliation should be implemented to audit and correct any consent discrepancies between the two systems.
Frequently asked questions
My customer and sales order data lives in Prima. How does that translate into useful marketing segments in Klaviyo?
The integration maps data from Prima customer records and sales order history directly to Klaviyo profiles. This allows you to build segments based on actual purchase behaviour, such as lifetime value or specific SKUs purchased. Campaigns are then driven by a complete transactional history rather than just website activity.
If we update a customer's details in Prima, will our Klaviyo segments become out of date?
The integration syncs changes to customer records from Prima to Klaviyo on a defined trigger. This ensures that when your team updates a record in the ERP, the change is reflected in your marketing segments, preventing the drift that leads to irrelevant messaging.
Our marketing campaigns are underperforming and we suspect weak segmentation. How does connecting Prima help?
Underperformance is often caused by incomplete customer data in the marketing platform. By treating Prima as the system of record, the integration enriches Klaviyo profiles with data they would otherwise miss, such as offline orders or ERP-calculated lifetime value. This allows you to target customers based on settled sales order data.
Our customer service team processes refunds in Prima. How does this affect marketing messages from Klaviyo?
When a refund is processed in Prima, the event can be synced to Klaviyo to update the customer profile. This prevents sending automated review requests for returned items. It also allows you to suppress customers with high refund rates from specific promotional flows.
We use multiple price lists in Prima for different customer tiers. Can we use this for targeted promotions in Klaviyo?
Yes. Customer records in Prima are synced to Klaviyo with properties indicating their assigned price list or group. This allows you to create segments for exclusive communications, such as sending specific trade promotions only to your verified trade customers.