Filter for Leads with synced Companies (custom company importer)

WolframLotz
Level 4

Filter for Leads with synced Companies (custom company importer)

Hi everyone,

We are syncing company objects into Marketo using our REST API. With assistance from Marketo support, we created custom company fields. I would like to create a nearly bulletproof method to identify synced records. The identifier should be as simple as "Synced = false" OR "ID = empty". These fields should not be manipulable by any source other than our company import. The filter value should be self-explanatory, so filtering for a value like "ID = 0" instead of "ID = any other value" can get tricky.

 

I experimented a bit, but with Marketo’s behavior of allowing blocking changes only if the value was filled in once—but not blocking if it is still empty—and its lack of a filter for "externalCompanyID", this becomes quite challenging.

 

Has anyone else faced the same issue? How did you resolve it?

BR Wolfram