Getting Started

The following is a step by step guide to complete the implementation

Step 1: Onboarding

• Complete Customer Setup Form [Merchant]

• Sign the MNDA via DocuSign (sent on completion of the above) [Merchant]

• Arrange a kick-off meeting to complete the reference sheet [Merchant]

Step 2: Access

• Klaviyo Access [Merchant]

• Shopify Store access [Merchant]

• Create your Google Cloud account [Merchant]

• Create your Firebase project(s) [Merchant]

Detailed instructions can be found on the Implementation page.

Step 3: Data Exports

• Setup the required Data Export Approaches

• Option A: Get assistance from our Apparel21 consultant (more info) [DotApparel]

• Option B: Self set-up using your own Apparel21 expert (more info) [Merchant]

Step 4: Configuration

• Set up the SFTP, test the login using SFTP and have the base folders created for AP21 specialist or consultant [DotApparel]

• Provide the SFTP server information to the merchant or consultant [DotApparel]

• Provide example test CSV files for customers, orders and rewards [DotApparel]

• Configure the mappings in the solution [DotApparel]

Detailed instructions can be found on the Configuration page.

Step 5: Test & Launch

• Upload the test files into a test folder to the SFTP [Merchant]

• Review the test files and push through to Klaviyo [DotApparel]

• Once confirmed, approve to go live and scheduled a date and time [Merchant]

• Export all active Klaviyo lists as a back-up [Merchant]

• Go live and enable the automated syncs [DotApparel]

• Trigger the bulk sync (applicable for merchants who would like to reference the AP21 privacy status as the source of truth) [DotApparel]
• Check tasks are "complete" & cross-check any Klaviyo fields [DotApparel]