Re: Importing a list of leads/contacts to a separate partition

Yash
Level 4

Importing a list of leads/contacts to a separate partition

Hi Team,

 

I have a list of lead/contact records that I need to import(normal list import) into our Marketo instance. We are required to import this list into a different partition(some other partition than the default partition). We raised a support request with Marketo and it seems to be possible at the outset. Here's what the support team says:

 

For allowing Duplicates between Partitions, we would add a Custom Deduplication rule that looks at the partition ID. This means, that when looking for duplicate records, Marketo will check both the email address and the partition ID to see if it's unique. If one of the two is unique, Marketo will create a new record. You can read through this article to get a better idea of the functionality: https://nation.marketo.com/t5/Knowledgebase/Custom-Deduplication-Rule-Creating-New-Lead/ta-p/253582

 

I am being told that I would need to include the partition ID as well in the CSV file so that leads get imported to the right partition but unsure how to find partition ID and what the label should be for the partition column in the CSV file. If anyone could elaborate the process that would be really helpful.

 

Please advise. Thanks

2 REPLIES 2
Floyd_Alvares2
Level 8

Re: Importing a list of leads/contacts to a separate partition

Hi @Yash 

This document might provide some guidance: https://developers.marketo.com/blog/how-to-specify-lead-partitions-using-the-rest-api/

You can use REST API to obtain the partition ID: https://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Leads...

Regarding the label, please confirm it with Marketo support, but I believe you can use Person Partition as your label and map it to Person Partition when importing. However, this is dependent on what Marketo support sets as your custom deduplication rule.

Katja_Keesom
Level 10 - Community Advisor + Adobe Champion

Re: Importing a list of leads/contacts to a separate partition

That is exactly what you cannot do (add the partition id to the csv when uploading the list), as the Person Partition will not be available as a field to map to.

Luckily, if you create your static list in the partition where you want the leads, that is where they will end up, assuming you have enabled the additional dupe key.