Real-world spreadsheet workflow

Merge Shopify Customers with Klaviyo Profiles

Combine Shopify customer exports with Klaviyo profile data by email, phone, or a shared external customer ID. Use MergeStudio when you already have exports from both systems and need to connect purchase history or customer attributes with email and lifecycle profile data.

Merge these files →See how matching works
🔒 Local processing for normal jobsXLSX · XLS · CSVNo account

Recommended MergeStudio setup

The safest merge starts with a key that means the same thing in both exports. Header names can differ; the values need to identify the same record.

Candidate match fields
  • Email address
  • Phone number when formatted consistently
  • Shared external/customer ID when your exports include one
Recommended mode

Master + Enrich
Keep every Shopify customer and add profile fields from Klaviyo when the customer can be matched.

Matching rules

Start with Match equivalent numbers ON, Normalize extra spaces ON, and Ignore all spaces OFF. Review the live match reach before continuing; use strict settings when formatting differences are meaningful.

Example key mapping

This is an example, not a required header name. Choose the columns in your own files that represent the same identifier.

Shopify customersShopify email
↔ matches
Klaviyo profilesKlaviyo email
Email is usually the simplest starting point. If the match rate looks unexpectedly low, inspect leading/trailing spaces and the source formatting before changing to a more aggressive rule.

How to merge the files

  1. Export the data you need from Shopify customers and Klaviyo profiles. MergeStudio does not connect to those services directly; you work with the Excel or CSV files you export.
  2. Add both files to MergeStudio and select the worksheet tabs that contain the real data. If a file begins with report titles or notes, set the correct Header row before continuing.
  3. Choose Master + Enrich. Keep every Shopify customer and add profile fields from Klaviyo when the customer can be matched.
  4. Choose the matching column in each file, add up to five fields if the same record needs a compound key, review Matching Rules and the live match reach, then select the output columns.

Common problems to check before you export

1

Phone punctuation can differ and MergeStudio does not automatically normalize every phone format.

2

Shared inboxes can cause multiple people to use the same email.

3

Use multi-column matching only when every selected field should agree.

Spreadsheet contents stay on your device for normal jobs.

MergeStudio parses and merges normal Excel and CSV jobs in your browser. If a job exceeds the local safety limits, it is stopped rather than silently uploaded.

Related merge workflows

Related workflowMerge Shopify Customers with Mailchimp Contacts

Join Shopify customer exports with Mailchimp contact exports by email to compare buyers, subscribers, and customer attributes.

Related workflowMerge Salesforce Contacts with Stripe Customers

Combine Salesforce contact exports with Stripe customer data using email or a shared external customer ID.

Related workflowMerge Email Subscribers with Customers

Compare an email subscriber list with customer data to identify buyers, non-buyers, and customers missing from the list.

Ready to combine your exports?

Add the files, choose the matching fields or Stack Rows, preview the result, and download a new Excel workbook.

Open MergeStudio →

Product names are used only to describe a spreadsheet workflow. MergeStudio is not affiliated with or endorsed by the named software providers. Export layouts and field names can change, so confirm your own headers before merging.