I have a file that I will be uploading into Marketo on a daily basis. Some of the records in this file will already be in Marketo. The records in the file that are also in Marketo, I want their data to be updated, but I do not want the records in the file that are not in Marketo to be added.
I looked at the import settings, and didn't see any selection that I could make to achieve this. Is it possible?
Thanks in advance.
Solved! Go to Solution.
There might be an easier way to do this than my method, but it only takes about 2 minutes. Usually, I create a smart list with one filter, "Email Address is..." and copy and paste the email address column from your import spreadsheet. Then, export the smart list.
Use a vlookup in Excel (if you're already familiar with excel it should be pretty easy for you, and if not, I promise it's not that hard to pick up ) to see which leads are already in Marketo. Filter out those who aren't, and then import the filtered list.
It might take a while the first time, but I do this almost weekly and it really only takes two minutes each time. Hope this helps!
Thanks for the reply, Rachel. I was hoping to to avoid the exporting/importing fuss. I guess I will have to continue with this until a better option is available.
Definitely a bummer. If you come up with a better way please let me know! Would love to avoid that here too