The Scenario
Your data analyst delivered the RFM model output yesterday. It is a 2,000-row Excel workbook: email in column A, RFM tier in column B, and recency, frequency, and monetary scores in columns C, D, and E. The marketing team needs those tier labels and scores to become Klaviyo custom properties so flows can branch on them. The "Champions" go to the VIP sequence. The "At Risk" segment gets the re-engagement offer. None of that logic runs until Klaviyo has the data.
The bad version:
- Export the workbook to CSV, log into Klaviyo, and discover that CSV import for custom properties is not supported — custom property updates require the API.
- Raise a ticket for a developer to write a script that reads the CSV and PATCHes each profile — watch the rate limiter hit at row 400 and the script die without logging which rows failed.
- Wait for retry logic to be added, re-run, and spend another afternoon in a holding pattern.
The model took two weeks to build. Getting it into Klaviyo is taking two additional days. The marketing team is still waiting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the RFM output and calls Klaviyo's profile update endpoint for each row — handling rate limiting automatically.
Update the Klaviyo profile for each email in column A by setting the custom property "rfm_tier" to the value in column B
What You Get
- Each profile is updated in Klaviyo with the rfm_tier property from column B.
- Profiles that do not exist in Klaviyo are logged as skipped rows with "NOT FOUND" in the output.
- Rate limiting is handled automatically.
What If the Data Is Not Quite Ready
All four custom properties need to be written
For every row in the "RFM Export" worksheet, find the Klaviyo profile by email (column A) and update the custom properties "recency_score", "frequency_score", and "monetary_score" from columns C, D, and E — also update "rfm_tier" from column B
Some emails do not exist as Klaviyo profiles yet and need to be created
For every row in this workbook, update the Klaviyo profile for the email in column A with the RFM tier from column B — if a profile does not exist, create it with the email and rfm_tier property, then write "UPDATED" or "CREATED" into column F
Tier labels need standardizing before writing
Before updating Klaviyo profiles, normalize the tier labels in column B so "at risk" (any case) becomes "At Risk" and "champion" (any case) becomes "Champions" — then update each profile's "rfm_tier" property with the normalized value
Full RFM sync with error logging
For every row in the "RFM Export" worksheet, update the Klaviyo profile for the email in column A with rfm_tier (B), recency_score (C), frequency_score (D), and monetary_score (E); write "UPDATED", "CREATED", or "FAILED" plus any error into column F; output a summary at the bottom showing counts for each outcome
The marketing team gets their segment triggers without a developer ticket in the middle.
Try It
Get the 7-day free trial of SheetXAI and open the RFM model output workbook, then ask it to sync the scores and tiers into Klaviyo profiles in one pass. Also check out how to export a Klaviyo segment's profiles to verify the segments are behaving as expected.