Re: 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

 

2 REPLIES 2
Alex_Torres
Level 2

Re: Filter for Leads with synced Companies (custom company importer)

Hello Wolfram!

I did almost the same recently and struggled a bit with 'externalcompanyID' in the sync developement itself. 
I do not quite undertand your finnaly purpose, it would be to have a field in the person fields table in Marketo where you could check the status of the person (synced / not synced or updated not updated)?

 

Maybe with a little bit more of explanation we can achieve a better approach!

SanfordWhiteman
Level 10 - Community Moderator

Re: Filter for Leads with synced Companies (custom company importer)

Use a Company-linked Custom Object to maintain metadata like external sync status.