Re: Best Resource for Managing Your Database and Importing Lists?

Anonymous
Not applicable

Best Resource for Managing Your Database and Importing Lists?

Can somebody point me to the best resource for working with your database and importing lists?  We don't presently integrate with a CRM, but will need to import from home-grown POS systems to 'close the loop' on our marketing efforts and to track changes with our customer-base, over time.

Thanks in advance for any pointers on best-practices here!

-John
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Josh_Hill13
Level 10 - Champion Alumni

Re: Best Resource for Managing Your Database and Importing Lists?

So you are importing a list from your POS into Marketo?

The import list discussions should help. A few tips:
  1. have an import template with the columns named after the Marketo Field Names (this will go faster).
  2. establish a regular cadence - eg: each Friday you do this.
  3. decide which fields in Marketo to NOT override. You can use Field Blocking to do this.
Anonymous
Not applicable

Re: Best Resource for Managing Your Database and Importing Lists?

Marketo de-duplicates imported leads based on email address. Leads imported from multiple POS systems will update existing records if they already exist.

The "deep dive" on lists is a good starting point
https://community.marketo.com/MarketoDeepDive?id=kA5500000008QO1CAM

Anonymous
Not applicable

Re: Best Resource for Managing Your Database and Importing Lists?

Thanks, guys.  This was pretty helpful.  Found most of what I needed in the deep-dive and appreciate the comment on establishing a "regular cadence".  We're actually looking at Talend as a possible integration tool to automate this piece, if possible.

Much appreciated!

John