--- name: klaviyo-upgrade-migration description: 'Upgrade Klaviyo SDK versions and migrate between API revisions. Use when upgrading the klaviyo-api package, migrating from v1/v2 legacy APIs to the current REST API, or handling breaking changes between revisions. Trigger with phrases like "upgrade klaviyo", "klaviyo migration", "klaviyo breaking changes", "update klaviyo SDK", "klaviyo API revision". ' allowed-tools: Read, Edit, Bash(npm:*), Bash(git:*) version: 1.7.0 license: MIT author: Jeremy Longshore tags: - saas - klaviyo - email-marketing - cdp compatibility: Designed for Claude Code --- # Klaviyo Upgrade & Migration ## Overview Guide for upgrading the `klaviyo-api` SDK, migrating from legacy v1/v2 APIs, and handling breaking changes between Klaviyo API revisions. The workflow assesses the current version, surfaces breaking changes with the TypeScript compiler, applies the matching migration pattern, and ships behind a staging deploy with a clean rollback. Deep before/after code and the full command sequence live in `references/` so this file stays a scannable map of the workflow: - [Migration patterns](references/migration-patterns.md) — legacy v1/v2 → current API, SDK major upgrade (`ConfigWrapper` → `ApiKeySession`), property casing. - [Upgrade & rollback procedure](references/upgrade-procedure.md) — pinned install, tsc/test gates, staging deploy, rollback, migration checklist. ## Prerequisites - The `klaviyo-api` package installed and a known current version (`npm list klaviyo-api`). - Git available, with a clean working tree so the upgrade lands on its own branch. - A working test suite (`npm test`), and ideally a staging integration test target. - A Klaviyo private API key in the environment for integration verification. ## Klaviyo API Revision Timeline Each revision is supported for **2 years** after release. Plan to move to the latest every 12-18 months so you never fall inside the deprecation window. | Revision | Released | Deprecated | Key Changes | |----------|----------|------------|-------------| | `2024-10-15` | Oct 2024 | Oct 2026 | Reporting API, campaign message updates | | `2024-07-15` | Jul 2024 | Jul 2026 | Custom objects, tracking settings | | `2024-02-15` | Feb 2024 | Feb 2026 | Bulk operations, segments V2 | | `2023-12-15` | Dec 2023 | Dec 2025 | Profile subscription changes | | `2023-07-15` | Jul 2023 | Jul 2025 | Relationship endpoint restructuring | ## Instructions ### Step 1: Assess the current state Compare what is installed against what is published to size the jump. A single major step is routine; skipping several majors means expect casing and import changes. ```bash npm list klaviyo-api # e.g. klaviyo-api@15.0.0 npm view klaviyo-api version # latest, e.g. 21.0.0 ``` ### Step 2: Find affected usage Read the [releases changelog](https://github.com/klaviyo/klaviyo-api-node/releases) for the target major, then locate the call sites that will need edits. ```bash grep -rn "from 'klaviyo-api'" src/ grep -rn "ApiKeySession\|ConfigWrapper\|ProfilesApi\|EventsApi" src/ ``` ### Step 3: Apply the matching migration pattern Pick the pattern that fits the errors you see and edit each call site. Full before/after code is in [migration patterns](references/migration-patterns.md): - **Legacy v1/v2 → current API** — replace raw `/api/v2/...` HTTP calls with typed `EventsApi` / `ProfilesApi` resource classes. - **SDK major upgrade** — swap the global `ConfigWrapper('pk_***')` for a per-instance `new ApiKeySession('pk_***')` passed to each `*Api`. - **Property casing** — rename `snake_case` attributes (`first_name`) to `camelCase` (`firstName`). ### Step 4: Upgrade, verify, and ship Install the target version pinned, let `tsc` and the test suite gate the change, and deploy to staging before production. Full commands: [upgrade procedure](references/upgrade-procedure.md). ```bash git checkout -b upgrade/klaviyo-api-v21 npm install klaviyo-api@21.0.0 --save-exact npx tsc --noEmit 2>&1 | grep -i "klaviyo\|error TS" # find breaking changes npm test ``` ### Step 5: Roll back if needed If error rates rise after the upgrade, reinstall the previous exact version — see the [rollback procedure](references/upgrade-procedure.md). Because Step 4 pinned versions, rollback is a clean reinstall with no dependency guesswork. ## Output Running this workflow produces: - An `upgrade/klaviyo-api-vNN` branch with `package.json` + `package-lock.json` pinned to the target version via `--save-exact`. - Edited call sites in `src/` using the current `ApiKeySession` pattern and `camelCase` attributes, with `npx tsc --noEmit` clean. - A green `npm test` (and staging `test:integration`) run confirming the migration. - A commit deployed to staging first, with a documented rollback commit ready if 24-hour error monitoring flags a regression. ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | `TypeError: ConfigWrapper is not a function` | Old SDK pattern | Switch to `ApiKeySession` pattern | | `Property 'first_name' does not exist` | Casing change | Use `firstName` (camelCase) | | `response.data is undefined` | Access pattern change | Use `response.body.data` | | `revision not supported` | Deprecated revision | Update `revision` header value | ## Examples **Migrate a v2 identify call to the current SDK.** After `grep` finds a legacy `/api/identify` call, replace it with `createOrUpdateProfile`: ```typescript import { ApiKeySession, ProfilesApi, ProfileEnum } from 'klaviyo-api'; const session = new ApiKeySession(process.env.KLAVIYO_PRIVATE_KEY!); const profilesApi = new ProfilesApi(session); await profilesApi.createOrUpdateProfile({ data: { type: ProfileEnum.Profile, attributes: { email: 'user@example.com', firstName: 'Jane', properties: { plan: 'pro' } }, }, }); ``` The full set of before/after examples — event tracking, the `ConfigWrapper` → `ApiKeySession` upgrade, and property casing — is in [migration patterns](references/migration-patterns.md). ## Resources - [API Versioning & Deprecation Policy](https://developers.klaviyo.com/en/docs/api_versioning_and_deprecation_policy) - [v1/v2 Migration Guide](https://developers.klaviyo.com/en/v2024-10-15/docs/best_practices_v1v2_migration) - [Relationship Migration](https://developers.klaviyo.com/en/v2024-10-15/docs/migrate_to_2023_07_15_relationships) - [klaviyo-api-node Releases](https://github.com/klaviyo/klaviyo-api-node/releases) ## Next Steps For wiring these upgrade checks into continuous integration, see the `klaviyo-ci-integration` skill.