Updating Names to Proper Case

Anonymous
Not applicable

Updating Names to Proper Case

We are wanting to do a batch normalization of data to update all caps and lower case first and last names to proper case - does anyone know of a way to do this within Marketo or is it always using a third party?
Tags (1)
6 REPLIES 6
Anonymous
Not applicable

Re: Updating Names to Proper Case

Hi Tim,
I've used our CRM tool in the past to do this. You can write a workflow rule easily with this logic on the fields you want to update.

This was the easiest way I found.

Thanks,
Gwen
Anonymous
Not applicable

Re: Updating Names to Proper Case

Thanks Gwen - was that with SFDC? 

Josh_Hill13
Level 10 - Champion Alumni

Re: Updating Names to Proper Case

Yes, you'll have to do this in SFDC with demand tools or something.

You could also export the list, do the change in Excel, then reimport the data as a CSV.
Anonymous
Not applicable

Re: Updating Names to Proper Case

Marketo can do some normalization, but its a little clunky to implement. It definitely cannot maniulate case, though.

Ringlead has a tool that can do this via a Marketo Webhook. If you had a savvy developer at your disposal, they may be able to build something too. 
Josh_Perry1
Level 7

Re: Updating Names to Proper Case

Cloud ETL Hooks also has a webhook for this. 
Anonymous
Not applicable

Re: Updating Names to Proper Case

This is the Ringlead integration Jeff mentioned:

http://launchpoint.marketo.com/ringlead/1268-data-shield/

I
 have heard a lot of positive things about this integration.