How to backfill subscriber status in Klaviyo

When our integration is installed, we start updating an "ordergroove_subscriber_status" on the customer's profile, but we do not do a backfill. Getting an initial, accurate list of subscribers into Klaviyo requires a simple list upload.

Note: Backfilling subscriber status is typically only needed for newly enabled merchants, as existing merchants' data will update automatically over time.

Backfill Active Subscribers

Step 1: Download a list of Active Subscribers from Ordergroove

1. In Ordergroove, go to Data > Reports
2. Select Create Report
3. Select "subscriptions" from the radio list of data you want to export
4. In the area to choose columns, make sure it contains:
   1. email address
   2. first name
   3. last name
   4. status
5. Click show example to confirm everything looks good.
6. Click Export and Ordergroove will save a CSV spreadsheet to your computer.

Step 2: Upload the list of Active Subscribers to Klaviyo

1. Open up Klaviyo, go to Lists and Segments
2. Create a list named something like Ordergroove Subscribers as of DATE
3. Select the Upload Contacts option
4. Then drag or find the file you downloaded in the previous step. 
5. There's a verification step, you shouldn't need to make any changes; just confirm the status has the Klaviyo field of ordergroove_subscriber_status.
6. Hit import review, then start the import.

Mark Inactive Subscribers

Uploading subscribers into Klaviyo sometimes marks inactive subscribers as active. We can ensure all subscribers are correctly identified with a second list:

Step 1: Download a list of Inactive Subscribers from Ordergroove

1. In Ordergroove, go to Data > Reports
2. Select Create Report
3. Select "subscribers - inactive" from the radio list of data you want to export
4. In the area to choose columns, make sure it contains:
   1. email address
   2. first name
   3. last name
5. Click show example to confirm everything looks good.
6. Click Export and Ordergroove will save a CSV spreadsheet to your computer.
7. Open up the spreadsheet. Add a new column ordergroove_subscriber_status and add inactive to each column. Once you're finished, save the file.

Step 2: Upload the list of Inactive Subscribers to Klaviyo

1. Open up Klaviyo, go to Lists and Segments
2. Create a list named something like Ordergroove Subscribers as of DATE
3. Select the Upload Contacts option
4. Then drag or find the file you downloaded in the previous step. 
5. There's a verification step, you shouldn't need to make any changes; just confirm the status has the Klaviyo field of ordergroove_subscriber_status.
6. Hit import review, then start the import.