How to use the ecommerce onboarding checklists

How to use the ecommerce onboarding checklists

Estimated 1 minute read

Updated Aug 5, 2025, 12:00 AM EST

Table of contents

You will learn
Access and download the checklists
Additional resources

You will learn

Learn how to set up a customized ecommerce onboarding checklist and get started with Klaviyo.

Access and download the checklists

Choose the checklist for your ecommerce integration or the SMS resource for your region below. Downloadable checklists open in Google Sheets or Google Docs in view-only mode.

It's important to follow each checklist in the specific order recommended and as outlined. For SMS setup and sending-number options, follow How to set up SMS in Klaviyo, even when using a regional checklist.

To edit a downloadable checklist, choose one of these options:

To edit online, make a copy of the file in Google Drive.
To edit on your computer, download a copy of the file. Choose Excel (.xlsx) for an ecommerce spreadsheet or Word (.docx) for the UK and Australia SMS document.