TASK • Migration checklist (fast + safe)

Migrate Klaviyo to Omnisend

Migrate Klaviyo to Omnisend without breaking deliverability: export lists + segments, preserve consent, map key properties, rebuild only the revenue flows, then warm up sends from engaged contacts first. You’ll be done when Omnisend is sending and Klaviyo lifecycle flows are paused.

✓ Time: 45–90 min ✓ Export + mapping ✓ Rebuild v1 flows ✓ Warm up safely

Start Omnisend Free Jump to steps

If you’re deciding between platforms, read: Omnisend vs Klaviyo (Shopify 2026).

Setup map showing the migration path to migrate Klaviyo to Omnisend: export, clean consent, map properties, import, verify, rebuild, and warm up — Migration path: **Export → Clean → Map → Import → Verify → Rebuild → Warm-up**.

Migrate Klaviyo to Omnisend checklist (what matters)

Klaviyo migrations fail for one reason: people move contacts but lose segmentation and event logic. Your goal is simple: keep targeting (properties + segments) and ship the 4 revenue flows first.

Consent first: import only contacts who can receive marketing.
Targeting second: preserve properties (VIP, lifecycle, country, language).
Revenue third: rebuild welcome, abandoned cart, post-purchase, winback.
Warm-up last: start with engaged segments.

i Quality bar: ship v1 today, optimize after 7 days (one variable at a time).

Before you start Migrate Klaviyo to Omnisend

Have these ready so the migration is smooth:

Klaviyo admin access (lists, segments, exports).
Omnisend admin access (imports, workflows).
Decision: keep your sender domain and from-address (recommended).
List of “must keep” properties (VIP, lifecycle stage, language, country).
A quick inventory of your top 4 flows and their timing.

Start here. Create/launch your Omnisend workspace so you can import right after exporting.

Open Omnisend

Common pitfalls (that waste hours) when Migrate Klaviyo to Omnisend

Two tools sending → duplicate flows (especially abandoned cart).
Losing properties → your segments break and campaigns become generic.
Importing cold contacts first → deliverability drop.
Copying every flow → launch delay (ship essentials).
Wrong time windows after migration → results look “bad” because targeting changed.

! If you’re unsure about consent: don’t import it. Start with clearly opted-in + engaged contacts only.

Step-by-step: Klaviyo → Omnisend GPS

1 Audit 2 Export 3 Clean 4 Map 5 Import 6 Verify 7 Rebuild 8 Warm-up

Step 1/8 — Audit: pick what you migrate (v1 scope)

Goal: clarity

You’re migrating the revenue system and the targeting logic — not years of old campaigns.

Must migrate (v1)

Opted-in contacts
Key properties (VIP, lifecycle, language, country)
Segments you actually use weekly
Core flows: welcome, abandoned cart, post-purchase, winback

i Success check: you can list your v1 flows on one line. If not, you’re over-scoping.

Skip (for now)

Old one-off campaign templates
Rarely used segments
Deep design polish

Step 2/8 — Export lists/segments from Klaviyo

Goal: data

Export in a way that preserves targeting. Keep a “subscribed/marketing” set separate where possible.

Export sets (recommended)

Export A: subscribed / marketing-permission contacts
Export B: suppressed/unsubscribed (for reference, not for mailing)
Export C: your top segments (VIP, repeat buyers, engaged)

i If you can only export one dataset, you’ll split it during cleanup.

Naming convention (copy)

kl_subscribed.csv
kl_suppressed.csv
kl_segments_top.csv

Step 3/8 — Clean the file (properties + consent sanity)

Goal: import-ready

Keep only what you’ll actually use for segments and personalization.

Cleanup checklist

One row per contact (dedupe by email).
Keep properties you use: VIP, lifecycle, language, country.
Normalize phone numbers (E.164) only if you’ll use SMS later.
Remove junk fields (unused metadata).
Make tags consistent (no duplicates like vip/VIP).

! Do not import suppressed/unsubscribed contacts as “subscribed.”

Core columns (copy)

email
first_name
last_name
phone (optional)
language (optional)
country (optional)
tags (comma-separated)
vip (optional)
lifecycle_stage (optional)

Next: map properties correctly in Omnisend, then import your clean file.

Start Omnisend Free

Step 4/8 — Map properties (Klaviyo → Omnisend) so segments survive

Goal: targeting

Your segmentation is your money. If VIP/lifecycle/language disappears, your campaigns lose precision.

Mapping rules (simple)

Email → email (required)
Name → first/last name
Tags → tags (or a custom property you’ll segment by)
VIP/lifecycle/language → custom properties

i Success check: you can build one segment in Omnisend that matches your old “VIP” segment logic.

Tag/property hygiene (copy)

Use consistent values:
VIP = true/false
lifecycle_stage = New, Active, At-risk, Inactive
language = en, de, fr (or your set)
Avoid: multiple synonyms for the same thing

Step 5/8 — Import to Omnisend (subscribed set first)

Goal: clean import

Import your subscribed contacts first. Then verify profiles and segment counts before sending anything.

Import checklist

Import kl_subscribed.csv first.
Confirm mapping for tags + custom properties.
Check a few random profiles (VIP, lifecycle, language).
Create a test segment (e.g., VIP) and verify counts look right.

i Success check: your key segments can be recreated in Omnisend from imported properties.

FOLLOW reference (official docs)

Use official import guidance while doing this step:

Omnisend: Importing contacts

Step 6/8 — Prevent duplicates (pause Klaviyo lifecycle flows)

Goal: one sender

Before Omnisend workflows go live, pause any overlapping Klaviyo flows to avoid double emails.

Pause these first

Welcome series
Abandoned cart
Post-purchase / review / cross-sell
Winback / reactivation

! Abandoned cart duplicates are the fastest complaint generator.

Copy/paste “migration rule” (internal)

Migration rule: Klaviyo lifecycle flows OFF before Omnisend workflows go ON.
Transactional order emails remain handled by the ecommerce platform.

Step 7/8 — Rebuild only the 4 revenue flows (v1)

Goal: launch

Rebuild what prints money first. Everything else can wait.

Priority order

Welcome
Abandoned cart
Post-purchase
Winback

i Success check: you can test one workflow end-to-end and see correct tracking + links.

Pricing / limits (optional)

If you need to check plan limits during migration:

See Omnisend pricing

Step 8/8 — Warm up: send to engaged contacts first

Goal: inbox

Start with the people most likely to open/click. Expand gradually as metrics stay stable.

Warm-up plan (simple)

Day 1–2: engaged last 30 days
Day 3–5: engaged last 60–90 days
Then: full opted-in list

i Success check: complaints stay low while opens/clicks don’t collapse as you expand.

If it fails (fast fixes)

Reduce volume (smaller engaged segment)
Remove cold contacts from early sends
Use simple content (one CTA, fewer images)

! Don’t blast the whole list on day one. That’s the classic migration mistake.

Migrate Klaviyo to Omnisend Flow diagram (properties + warm-up)

Keep the order right: preserve properties, verify segments, then expand sending gradually.

Flow diagram showing property mapping and warm-up stages to migrate Klaviyo to Omnisend: map VIP and lifecycle, import, verify segments, rebuild flows, and warm up sends

Done checklist (you’re finished when…)

Subscribed contacts imported with correct properties (VIP, lifecycle, language).
Your key segments can be rebuilt from imported properties.
Klaviyo lifecycle flows are paused (no duplicates).
Your v1 flows are live (welcome, abandoned cart, post-purchase, winback).
A real inbox test succeeded and all CTAs work.
Warm-up is planned (engaged first → expand gradually).
You’ll optimize after 7 days (one variable at a time).

i Ship v1 today. The biggest win is switching without losing segmentation.

Switch without losing your targeting

You now have a migration plan that preserves properties, prevents duplicates, and protects inbox placement. Open Omnisend, import clean data, publish v1 flows, then optimize with real results.

Start Omnisend Free

No credit card required • Cancel anytime • Properties first, sending second

Copied