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klaviyo-migration-deep-dive

Use when you are moving an email/CDP stack onto Klaviyo — off the deprecated v1/v2 APIs, off a competitor ESP (Mailchimp, SendGrid), or re-platforming gradually with the strangler fig pattern — and ne

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Imported from jeremylongshore/tons-of-skills-marketplace (plugins/saas-packs/klaviyo-pack/skills/klaviyo-migration-deep-dive/SKILL.md). Install upstream with npx skills add jeremylongshore/tons-of-skills-marketplace --skill klaviyo-migration-deep-dive. Copyright stays with the author (MIT).

Klaviyo Migration Deep Dive

Overview

Comprehensive guide for migrating to Klaviyo from legacy APIs (v1/v2), competing ESPs (Mailchimp, SendGrid, etc.), or re-platforming with the strangler fig pattern. Covers data migration, API mapping, batch import, and post-migration validation.

This SKILL.md is the high-level workflow. The full, copy-paste code for every step lives in references/implementation.md; worked end-to-end scenarios live in references/examples.md.

Prerequisites

  • Target Klaviyo account configured
  • klaviyo-api SDK installed (npm install klaviyo-api)
  • Source system access for data export
  • Feature flag infrastructure (for gradual rollout)
  • Auth: a Klaviyo private API key (pk_***) exported as KLAVIYO_PRIVATE_KEY — used by the SDK's ApiKeySession. Legacy v1/v2 calls used a public token in the request body; the current REST API uses the private key in the session header. See references/implementation.md.

Migration Types

Migration Complexity Duration Risk
Klaviyo v1/v2 to current API Low-Medium 1-2 weeks Low
Mailchimp/SendGrid to Klaviyo Medium 2-4 weeks Medium
Custom ESP to Klaviyo High 4-8 weeks High
Full re-platform High 2-3 months High

Instructions

Pick your migration type from the table above, then work the five steps. Each step has full code in references/implementation.md.

  1. Legacy v1/v2 to current API — replace deprecated track / identify / v2 subscribe HTTP calls with the klaviyo-api SDK (createOrUpdateProfile, createEvent, subscribeProfiles). The session skeleton every step builds on:

    import { ApiKeySession, ProfilesApi, EventsApi } from 'klaviyo-api';
    
    const session = new ApiKeySession(process.env.KLAVIYO_PRIVATE_KEY!);
    const profilesApi = new ProfilesApi(session);
    const eventsApi = new EventsApi(session);
  2. API field mapping — rename v1/v2 fields to the current schema: drop the $ prefix, camelCase everything ($first_namefirstName), and nest address fields under location. Full mapping table in references/implementation.md.

  3. Competitor migration — write a transform adapter that maps the competitor's contact shape to a Klaviyo profile, then batch-import (50 per batch) with Promise.allSettled, progress logging, and rate-limit delays. Skip suppressed/unsubscribed contacts.

  4. Strangler fig pattern — route traffic through a MigrationRouter behind a feature flag, ramping Klaviyo from 0% to 100% while optionally dual-writing for comparison.

  5. Post-migration validation — run validateMigration() to compare profile counts, sample data integrity, and list membership against the source before decommissioning the legacy system.

Full migration checklist (export → map → import → validate → cut over → decommission) is in references/implementation.md.

Output

Working through this skill produces:

  • Migrated code — v1/v2 HTTP calls replaced with klaviyo-api SDK calls, or a competitor-to-Klaviyo transform adapter plus a batch-import runner.
  • An import result{ imported, skipped, failed[] } from migrateContacts, with the failed list ready for a targeted retry.
  • A MigrationRouter (for gradual cutovers) that routes a configurable percentage of traffic to Klaviyo behind a feature flag.
  • A validation report{ passed, checks[] } from validateMigration covering profile count, data integrity, and list membership, used as the go/no-go gate before decommissioning the legacy system.

Error Handling

Issue Cause Solution
Duplicate profiles Same email imported twice Use createOrUpdateProfile (upsert)
Phone format errors Non-E.164 format Pre-validate and format to E.164 (+<countrycode><subscriber>)
Rate limited during import Too fast Reduce batch size, add delays
Missing consent timestamps Historical data Set historicalImport: true flag
Template rendering errors Incompatible template syntax Convert to Klaviyo Django template syntax

Examples

Worked, end-to-end scenarios are in references/examples.md:

  • Mailchimp export → Klaviyo import — load a CSV, skip suppressed contacts, batch-import with progress output.
  • Cut over a v1 identify call to createOrUpdateProfile, showing the field renames.
  • Feature-flagged cutover — route 10% of events to Klaviyo while campaigns stay legacy.
  • Gate a deployment on a validateMigration pass.

Minimal first cutover — one profile upsert on the current API:

await profilesApi.createOrUpdateProfile({
  data: {
    type: 'profile',
    attributes: { email: 'user@example.com', firstName: 'Jane', properties: { plan: 'pro' } },
  },
});

Resources

Use it

Copy one of these into your project. Installing also returns the manifest and these snippets.

yaml
targets:
  - https://api.opensmartroute.ai/api/v1/registry/jeremylongshore-tons-of-skills-marketplace-klaviyo-migra-ec4db0/manifest   # or paste the manifest below

Manifest

An Open Capability Manifest: the router reads it to know what this does, what it costs and when to pick it.

jeremylongshore-tons-of-skills-marketplace-klaviyo-migra-ec4db0.ocm.jsonjson
{
  "ocm": "1",
  "id": "jeremylongshore-tons-of-skills-marketplace-klaviyo-migra-ec4db0",
  "kind": "skill",
  "name": "klaviyo-migration-deep-dive",
  "description": "Use when you are moving an email/CDP stack onto Klaviyo — off the deprecated v1/v2 APIs, off a competitor ESP (Mailchimp, SendGrid), or re-platforming gradually with the strangler fig pattern — and need field mapping, batch import, and post-migration validation. Trigger with phrases like \"migrate to klaviyo\", \"klaviyo migration\", \"switch to klaviyo\", \"klaviyo replatform\", \"mailchimp to klaviyo\", \"legacy to klaviyo\", \"v1 to v2 klaviyo\".",
  "publisher": "jeremylongshore",
  "version": "1.0.0",
  "capabilities": {
    "domains": [
      "coding",
      "math"
    ],
    "tags": [
      "skill-md",
      "saas",
      "klaviyo",
      "email-marketing",
      "cdp",
      "skills-sh"
    ],
    "languages": [
      "en"
    ]
  },
  "quality_prior": 0.6,
  "examples": [
    "Use when you are moving an email/CDP stack onto Klaviyo — off the deprecated v1/v2 APIs, off a competitor ESP (Mailchimp, SendGrid), or re-platforming gradually with the strangler fig pattern — and need field mapping, batch import, and post-migration validation. Trigger with phrases like \"migrate to klaviyo\", \"klaviyo migration\", \"switch to klaviyo\", \"klaviyo replatform\", \"mailchimp to klaviyo\", \"legacy to klaviyo\", \"v1 to v2 klaviyo\"."
  ],
  "primary": false,
  "metadata": {
    "source": {
      "provider": "skills.sh",
      "repository": "https://github.com/jeremylongshore/tons-of-skills-marketplace",
      "path": "plugins/saas-packs/klaviyo-pack/skills/klaviyo-migration-deep-dive/SKILL.md",
      "ref": "HEAD",
      "url": "https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/plugins/saas-packs/klaviyo-pack/skills/klaviyo-migration-deep-dive/SKILL.md",
      "key": "jeremylongshore/tons-of-skills-marketplace/plugins/saas-packs/klaviyo-pack/skills/klaviyo-migration-deep-dive/SKILL.md"
    },
    "compatibility": "Designed for Claude Code",
    "allowed_tools": [
      "Read,",
      "Write,",
      "Edit,",
      "Bash(npm:*),",
      "Bash(node:*)"
    ],
    "license": "MIT"
  },
  "instructions": "# Klaviyo Migration Deep Dive\n\n## Overview\n\nComprehensive guide for migrating to Klaviyo from legacy APIs (v1/v2), competing ESPs (Mailchimp, SendGrid, etc.), or re-platforming with the strangler fig pattern. Covers data migration, API mapping, batch import, and post-migration validation.\n\nThis SKILL.md is the high-level workflow. The full, copy-paste code for every step\nlives in [references/implementation.md](references/implementation.md); worked\nend-to-end scenarios live in [references/examples.md](references/examples.md).\n\n## Prerequisites\n\n- Target Klaviyo account configured\n- `klaviyo-api",
  "cost": {
    "context_tokens": 1448
  }
}

Fetch it by URL: GET /api/v1/registry/jeremylongshore-tons-of-skills-marketplace-klaviyo-migra-ec4db0/manifest?version=1.0.0

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