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Importing Leads From Workday XML Report

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Importing Leads From Workday XML Report

Hello,

We're trying to import leads from a Workday custom report. It's an XML report accessible through a URL behind authentication.

The XML is in the following form:

<wd:Report_Data>

<wd:Report_Entry>

  <wd:Person_ID>00001</wd:Person_ID>

  <wd:Full_Name>Osman Erzinclioglu</wd:Full_Name>

  <wd:Last_Name>Erzinclioglu</wd:Last_Name>

  <wd:First_Name>Osman</wd:First_Name>

  <wd:Title>Technical Support Analyst</wd:Title>

  <wd:Contact_Type>Employee</wd:Contact_Type>

  <wd:Email_Address>first.last@site.com</wd:Email_Address>

  <wd:Company>

    <wd:Company_Code>XXX</wd:Company_Code>

    <wd:Company>AGF Investments Inc.</wd:Company>

  </wd:Company>

</wd:Report_Entry>

<wd:Report_Entry>

  <wd:Person_ID>00002</wd:Person_ID>

  <wd:Full_Name>Bob Hope</wd:Full_Name>

  <wd:Last_Name>Hope</wd:Last_Name>

  <wd:First_Name>Bob</wd:First_Name>

  <wd:Title>Funny Guy</wd:Title>

  <wd:Contact_Type>Employee</wd:Contact_Type>

  <wd:Email_Address>bob.hope@site.com</wd:Email_Address>

  <wd:Company>

    <wd:Company_Code>XXX</wd:Company_Code>

    <wd:Company>AGF Investments Inc.</wd:Company>

  </wd:Company>

</wd:Report_Entry>

... and so on, and so on...

</wd:Report_Data>

There are a few hundred records and we want to import/update the entire list on a weekly basis.

What's the easiest way to pull this data into Marketo?

I read some content on the developers blog about response mappings for webhooks, but that looks like a means for updating data on a specific lead rather than a means for creating new leads.

Do we need to get a developer involved and use the API, or is there some other way to import/update these leads that won't require development?

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Level 10 - Community Moderator

Re: Importing Leads From Workday XML Report

And there's no scheduled import of CSVs, right?

Right. If it needs to be automated you need some scheduled task runner. Though for once a week, maybe just have your developer build the code for the XML -> CSV translation and start by manually uploading the resulting CSV.

Yeah. Hope... definitely not woke. Born in 1903 though, so...

No one's off the hook.

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4 REPLIES 4
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Level 10 - Community Moderator

Re: Importing Leads From Workday XML Report

XML isn't a valid UI-based import type*. You'll need to map it to CSV.  Certainly someone who's good with XPath/XSLT could write a reusable script to flatten that format pretty easily; Excel et al. have XML awareness but it's always driven me up the wall and I've worked with the file on its own instead.

You're correct, webhooks only make sense for existing leads. In a wild world, you could extract just the email addresses, import those as a one-column CSV, then run them through the webhook to get the rest of the data. But you'd need to have a server to only pass back the part of the XML that applies to the current lead.  So really more complex, not less.

Do people still think Bob Hope is a funny guy?  He wasn't so... woke.

* Nor API-based type unless you're using SOAP. But it would be different XML anyway.

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Re: Importing Leads From Workday XML Report

Thanks, Sanford!

And there's no scheduled import of CSVs, right? I found a reply by Josh Hill stating as much. A little old, but I couldn't find any information to the contrary.

So we probably will need to get a developer involved?

Yeah. Hope... definitely not woke. Born in 1903 though, so...

Some of the one-liners are still funny though.

Highlighted
Level 10 - Community Moderator

Re: Importing Leads From Workday XML Report

And there's no scheduled import of CSVs, right?

Right. If it needs to be automated you need some scheduled task runner. Though for once a week, maybe just have your developer build the code for the XML -> CSV translation and start by manually uploading the resulting CSV.

Yeah. Hope... definitely not woke. Born in 1903 though, so...

No one's off the hook.

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Re: Importing Leads From Workday XML Report

Thought so. Thanks, Sanford! Appreciate the help.

(And R.I.P., Bob — I suppose it's too late to change your ways.)