Import your contacts from a CSV file, move your toll-free texting number and sync Shopify customers and orders. Then rebuild your flows in SmartyTap.
In short
Switching from Klaviyo to SmartyTap means moving three things and rebuilding the rest. Contacts come over by CSV import, your toll-free texting number moves with Bring your number, and Shopify customers and orders sync on their own; flows, templates, segments and forms are rebuilt in SmartyTap.
Export your lists and segments from Klaviyo and import them into SmartyTap from a CSV file.
Move your Klaviyo toll-free number with Bring your number, so customers keep texting the number they know.
Customers and orders come in from Shopify, so segments and flows know what people bought.
Authenticate your domain with DNS checks, then send on a warm-up ramp so a new sender lands in the inbox.
Export lists, segments and your suppression list, plus each SMS subscriber's phone number and consent timestamp.
Import your contacts from CSV, leaving out people who unsubscribed, and connect Shopify.
Start Bring your number in Chargezen. Keep your Klaviyo SMS plan until the number shows Moved.
Rebuild your flows, templates and forms, authenticate your domain and send your first campaign.
The settings that keep your first SmartyTap sends on track.
Skip anyone who got an email in the last 16 hours or a text in the last 24, so a busy week doesn't pile up messages.
Texts wait until quiet hours end in each customer's own time zone.
Pick any send time, and each contact gets the campaign at that time where they live.
Register your sending number for 10DLC or toll-free texting from Chargezen.
SmartyTap checks your sending domain's DNS records and ramps up volume for a new sending domain.
Add UTM tags to your links so sales show up in your analytics.
Everything on one list, so nothing is left behind in Klaviyo.
| How it gets to SmartyTap | Good to know | |
|---|---|---|
| Contacts | Import a CSV file | Export lists and segments from Klaviyo first. |
| Unsubscribes and suppressions | Leave them out of the import | Klaviyo lets you export suppressed profiles as a CSV. |
| SMS consent records | Export from Klaviyo | Klaviyo recommends exporting each subscriber's phone number and consent timestamp. Keep the file. |
| Shopify customers and orders | Sync from Shopify | No export needed. |
| Toll-free texting number | Moves with Bring your number | Don't remove the number in Klaviyo; Klaviyo says removing it is permanent. |
| Short code | Can't move | Start on a toll-free or local number in SmartyTap. |
| Branded sender ID | Can't move | Klaviyo says porting isn't available for branded sender IDs. |
| Flows | Rebuild | Welcome, abandoned checkout, browse abandonment, back-in-stock, birthday, after-purchase and win-back. |
| Email templates | Rebuild | Save headers, offers and footers as brand blocks to reuse. |
| Segments | Rebuild | Add subscription and loyalty conditions. |
| Signup forms | Rebuild | Popups and embedded forms. |
| Past campaign reports | Stay in Klaviyo | Export what you want to keep before you close the account. |
Klaviyo facts from How to migrate off of Klaviyo, checked October 19, 2026. Step-by-step number move: Moving from Klaviyo.
AI help
Writes subject lines, preview text and emails for the flows you rebuild, and suggests who to send them to.
Every draft is yours to edit before it sends.
Pro is $199 a month for 25,000 contacts, 250,000 emails and 2,500 SMS credits.
Answers to your emails and texts land in one team inbox, with the customer's history.
Add Chargezen Services and our team moves your data over and sets you up.
Email, texts, forms, automations, customer data and AI, working together in one app.
Switching from Klaviyo to SmartyTap means moving three things and rebuilding the rest. Contacts come over by CSV import, your toll-free texting number moves with Bring your number, and Shopify customers and orders sync on their own; flows, templates, segments and forms are rebuilt in SmartyTap.
A Klaviyo toll-free number can move to Chargezen with Bring your number. Keep your Klaviyo SMS plan running and don't remove the number until Chargezen shows it as Moved, because Klaviyo says removing a number is permanent. Short codes can't move to Chargezen, and Klaviyo says branded sender IDs can't be ported.
No. You rebuild them in SmartyTap. Welcome, abandoned checkout, browse abandonment, back-in-stock, birthday, after-purchase and win-back flows are all available, and Campaign Agent can draft the messages.
SmartyTap Starter is $20 a month for 2,500 contacts, 25,000 emails and 250 SMS credits. Pro is $199 a month, or $1,990 a year, for 25,000 contacts, 250,000 emails and 2,500 SMS credits. Texts are priced at 2¢ per message part.
Yes. Chargezen Services is a $499-a-month add-on to any plan: our team moves your data over and gets you set up.
