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deduplication by a field item other than email address

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Anonymous
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deduplication by a field item other than email address

Hi

I'm thinking to automatically transfer lead data of Wordpress to Marketo. The point is the data of Wordpress is managed by ID name, not by email address, which I understand, is the only unique in Marketo. I want to put in some function that can automatically deduplicate ID names in Marketo when the lead data goes to Marketo. That is to say, I want to make Marketo judge whether or not there is duplicated data in Marketo every time the lead data goes from Wordpress to Marketo. Pls advise me how I can do this.

Tad  
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Anonymous
Not applicable

Re: deduplication by a field item other than email address

Hi Hiroshi, 

Not having all the details, here are some quick thoughts: 

Do you collect the email address currently in WP or no? 

If you do collect the email 
In Marketo, you could store the Wordpress Id in a custom field and contact support to setup a custom dedup rule that uses 'Email + Wordpress Id'

If you do not collect the email at time of insert

you could store the Wordpress Id in a custom field and use the REST API's 'Get Multiple Leads by filter type' using the custom field to determine if the record is in your system. 
http://developers.marketo.com/documentation/rest/get-multiple-leads-by-filter-type/

Your API calls to insert/update records into Marketo would be something like: 
Get Multiple Leads by Filter Type using Wordpress Id
   - if empty response : Insert new lead into Marketo
   - if Id is returned : update record 

I would suggest storing email on the record at somepoint and setting up a custom dedup rule that uses Email + Wordpress Id. 

Hope it helps!
 

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4 REPLIES 4
Kenny_Elkington
Marketo Employee

Re: deduplication by a field item other than email address

Hi Hiroshi,

If you have a Wordpress ID field, you can use the Rest API to designate this as your lookUpfield for updates.  However, you will first need to populate this field into Marketo, before you can use it as a key, otherwise it can potentially generate duplicates: http://developers.marketo.com/documentation/rest/createupdate-leads/
Anonymous
Not applicable

Re: deduplication by a field item other than email address

Hi Hiroshi, 

Not having all the details, here are some quick thoughts: 

Do you collect the email address currently in WP or no? 

If you do collect the email 
In Marketo, you could store the Wordpress Id in a custom field and contact support to setup a custom dedup rule that uses 'Email + Wordpress Id'

If you do not collect the email at time of insert

you could store the Wordpress Id in a custom field and use the REST API's 'Get Multiple Leads by filter type' using the custom field to determine if the record is in your system. 
http://developers.marketo.com/documentation/rest/get-multiple-leads-by-filter-type/

Your API calls to insert/update records into Marketo would be something like: 
Get Multiple Leads by Filter Type using Wordpress Id
   - if empty response : Insert new lead into Marketo
   - if Id is returned : update record 

I would suggest storing email on the record at somepoint and setting up a custom dedup rule that uses Email + Wordpress Id. 

Hope it helps!
 

View solution in original post

Anonymous
Not applicable

Re: deduplication by a field item other than email address

As Mark mentioned, I would recommend checking out the Get Multiple Leads by Filter Type REST API. 

Here's a blog post that walks through an example of using this API:
http://developers.marketo.com/blog/get-a-visitors-cookie-id-and-then-query-associated-lead-data/
Anonymous
Not applicable

Re: deduplication by a field item other than email address

Hi, Kenny, Mark and Murtza

Thanks for your useful information!
I will follow your advice!

Tad