Overview
Introduce a native migration capability in the Marketo UI that allows users to securely transfer programs and associated assets across Marketo instances. The feature will enable users to select a target instance, authenticate directly within the UI, and migrate selected programs and assets without manual intervention.
Problem Statement
Currently, migrating programs and assets between Marketo instances is time-consuming and error-prone due to several limitations:
Field creation is not handled during program import, requiring manual setup due to field dependencies.
Only one program can be imported at a time per instance.
Imports are limited per instance rather than per user.
Images and files must be manually uploaded to the target instance.
No native way exists to authenticate and transfer assets directly between instances.
These constraints significantly increase migration effort, especially for large-scale implementations.
Proposed Solution
Add a Migration Manager within the Marketo UI that provides:
Target Instance Selection
Dropdown to select or add a target Marketo instance
Secure credential entry (Client ID, Client Secret, Munchkin ID)
Asset & Program Selection
Field & Schema Handling
Pre-migration dependency scan
Option to auto-create missing fields in the target instance
Conflict resolution for existing fields (rename, map, skip)
Queued & Parallel Imports
Support multiple programs in a migration queue
Execution handled per user rather than per instance
Progress tracking for each queued item
Secure Asset Transfer
Direct transfer of images/files between instances
No manual download/upload required
Validation to prevent duplicate assets
User Experience Flow
User navigates to Admin → Migration Manager
Selects or adds a target instance via dropdown
Authenticates using target instance credentials
Selects programs/assets to migrate
Reviews dependency and field creation summary
Confirms migration and adds to queue
Tracks migration progress and completion status
Key Benefits
Eliminates manual asset and field creation
Reduces migration time and human error
Supports scalable, bulk program migration
Improves productivity for admins and power users
Provides a secure, native alternative to external tools
Success Metrics
Reduction in average migration time per program
Decrease in migration-related errors
Adoption rate of Migration Manager feature
Reduction in support tickets related to imports
Future Enhancements
Migration templates for recurring use cases
Role-based permissions for migration access
Migration history and rollback options
Cross-subscription reporting and audit logs
Best regards,
Karthick
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