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ERP ⇄ Business productivity

Dynamics 365 F&O to Klaviyo integration — real-time, two-way sync

Keep Dynamics 365 F&O and Klaviyo in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Dynamics 365 F&O and Klaviyo

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Klaviyo and Dynamics 365 F&O.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Klaviyo is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Profiles, Lists, Segments, Events in Klaviyo with Sales Orders, Purchase Orders, Customer Invoices, Vendor Invoices in Dynamics 365 F&O bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • Sync customer profiles between Klaviyo and the CRM or warehouse so segments can use fields beyond storefront data
  • Push offline, ERP, or subscription order events into Klaviyo as metrics to trigger post-purchase and win-back flows
  • Push sales orders from e-commerce into F&O and sync fulfillment and invoice status back to the storefront.
  • Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.

Where Klaviyo faces customers and Dynamics 365 F&O carries account records

Order, invoice, or account status from Dynamics 365 F&O appears alongside the customer in Klaviyo, so front-line teams answer from live data.

Where Klaviyo collects payments: transactions post through

Payment events sync into Dynamics 365 F&O as they occur, keeping the enterprise records current without manual entry.

Where Dynamics 365 F&O is the HR or people system of record

Worker and organization data from Dynamics 365 F&O stays current in Klaviyo, so the tools people use daily reflect the org as it actually is.

What you can sync between Dynamics 365 F&O and Klaviyo

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Dynamics 365 F&O objects Klaviyo objects
Sales Orders Order transactions; written in from storefronts or CRM and tracked through fulfillment. Lists Static audience memberships sync in from CRMs and forms for targeting.
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. Segments Dynamic audiences are readable so other tools can mirror who qualifies.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. Events Timestamped behavioral records tied to metrics; external order and product events are pushed in to trigger flows.
Vendor Invoices AP documents; synced with invoice automation systems. Metrics Event type definitions organize the activity stream used in segmentation and attribution.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. Campaigns Email and SMS sends expose performance data for warehouse-based reporting.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. Flows Automation definitions and their engagement data sync outward for attribution.
What ships with Dynamics 365 F&O ⇄ Klaviyo

Connect Dynamics 365 F&O and Klaviyo for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Klaviyo connection.

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Klaviyo instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 F&O or Klaviyo data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Dynamics 365 F&O or Klaviyo record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Klaviyo sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and Klaviyo.

How the Dynamics 365 F&O and Klaviyo connectors work

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide

Klaviyo

Integration surface
REST API compliant with the JSON:API specification
Authentication
OAuth 2.0 for apps or private API keys
Change detection
Polling on updated timestamps; outbound webhooks exist for event topics (availability depends on plan or app-partner status) and as flow webhook actions
Capabilities
read · write · webhooks
Rate limits
Per-endpoint burst and steady rate limits apply
How it works

How to connect Dynamics 365 F&O to Klaviyo — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Dynamics 365 F&O and Klaviyo with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Dynamics 365 F&O connected
    Klaviyo connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 F&O and Klaviyo objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Dynamics 365 F&O ⇄ Klaviyo
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Dynamics 365 F&O Klaviyo
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Dynamics 365 F&O and Klaviyo integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Dynamics 365 F&O and Klaviyo.

Popular · 8 of 386
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