Yotpo’s decision to sunset its SMS and Email products has left many ecommerce brands evaluating next steps. For those moving quickly, Klaviyo stands out as a trusted alternative — and at Granite Data Pro, we’re here to help you make that transition with confidence.
Whether you’re a fast-scaling DTC brand or an agency managing multiple clients, migrating from Yotpo to Klaviyo requires careful planning, compliance awareness, and deep technical expertise. This guide outlines the key steps and decisions involved — and explains how partnering with Granite Data Pro can accelerate and safeguard your migration.
Why Klaviyo Is the Preferred Destination
Klaviyo offers best-in-class tools for email and SMS marketing with robust segmentation, advanced flows, predictive analytics, and seamless ecommerce integrations. Its focus on owned-channel performance and deep Shopify sync make it a natural next step for former Yotpo users.
But migrating between platforms isn’t just about flipping a switch. There’s list hygiene, data formatting, consent compliance, flow rebuilding, and strategic warming to consider.
🚀 Let Granite Data Pro Lead Your Yotpo to Klaviyo Migration
Before diving into the tactical steps, know this: Granite Data Pro can manage the entire migration process for you.
We offer:
- ✅ Full-service data transfer & compliance checks
- ✅ Flow & form recreation tailored to your brand
- ✅ Segment strategy and engagement migration
- ✅ Deliverability and warming plans
- ✅ Post-migration optimization and support
Whether you’re migrating just email, just SMS, or both, we’ll audit your current setup, map your audiences, and ensure your campaigns continue uninterrupted.
DIY? Here’s What the Migration Process Involves
If you’re managing the migration yourself, here’s what to expect:
1. Set Up Email and SMS in Klaviyo
Before importing contacts or recreating flows, ensure that email and SMS sending is properly set up in Klaviyo. Most brands will already have email enabled, but if you’re planning to migrate SMS subscribers too, you’ll need to enable SMS and select country-specific sending numbers.
- Go to Settings > SMS
- Click Set up SMS for free
- Assign a sending number for each country where your SMS subscribers reside
Pro tip: Missing country-specific numbers may result in lost consent data.
2. Rebuild Forms, Templates & Flows
You’ll need to manually recreate:
- Forms (opt-ins, popups, landing pages)
- Email templates (branded designs)
- Flows (welcome series, winbacks, abandon carts)
Use this moment to audit performance:
- Which flows drive the most revenue?
- Which templates get the highest clicks?
- What form converts best?
3. Export Customer Data from Yotpo
In Yotpo:
- Go to Audience > Customers
- Export your full customer list as CSV
- Ensure columns include email, phone number, consent status, and suppression status
Also export:
- Any key lists and segments
- Engagement segments (30-, 60-, 90-day openers/clickers)
Your customers are the core of your business, so you want to keep all of their data as you migrate — including email addresses, phone numbers, and consent records for both channels.
4. Format Your CSVs for Klaviyo
Klaviyo has strict CSV requirements:
- Use proper headers: Email, Phone Number, Consent, etc.
- Break “Name” into First Name and Last Name
- Use accepted date formats (e.g.,
YYYY-MM-DD HH:MM:SS) - Use only these consent statuses: Subscribe, Unsubscribed, Never Subscribed
- Format phone numbers with
'+1XXXXXXXXXX(US example)
✅ Granite Data Pro handles formatting and field mapping for all our clients to prevent import issues.
5. Import Into Klaviyo Safely
Before importing:
- Pause flows tied to your lists
- Go to Audience > Lists & Segments > [Your List]
- Click Manage List > Import Contacts
- Upload your CSV and confirm field mapping
- Wait at least 2 hours after import before reactivating flows
6. Stop Collection on Yotpo Forms
In Yotpo:
- Go to Audience > Subscriber Collection Tools
- Mark each live form as Draft
- Disable opt-ins across web, social, QR codes, and checkout
This step is crucial for compliance and avoiding duplicate subscriber data.
7. Record Key Yotpo Settings Before You Go
Capture important settings to ensure consistency:
- Attribution settings & UTM tagging
- Smart Sending logic
- Conversion windows
- Subscribe keywords
- SMS quiet hours and compliance preferences
Why DIY Migrations Go Wrong
Without a solid plan or experienced support, brands often run into:
- ✅ Data loss due to mismatched formatting
- ⚠️ Compliance issues from mixed consent data
- 🚫 Broken automations from mismatched flows
- 📉 Deliverability dips from poor warming strategy
At Granite Data Pro, we’ve managed dozens of complex migrations — and we help brands avoid these pitfalls entirely.
Ready to Make the Move?
Whether you need white-glove migration services or just want expert QA, we’re here to help you confidently move from Yotpo to Klaviyo.
Granite Data Pro is a certified Klaviyo Partner and trusted by leading DTC brands.
🧩 Let’s Talk Migration Strategy
We’ll audit your current setup, identify risk areas, and build a transition plan that safeguards revenue and improves retention.
🧩 Let’s Talk Migration Strategy
We’ll audit your current setup, identify risk areas, and build a transition plan that safeguards revenue and improves retention.