I was wondering if anyone knew of a way to de-duplicate/match an import of leads based on a different field other than email address. For example, everyone in our database has an external account ID, but not everyone has an email address in our system (not ideal, I know). I'm trying to send a message to a certain group of people on the latest version of an app (for functionality purposes) and the only way I can get app version populated in Marketo is by uploading a list with this new field. And since not everyone has an email address (and some actually have a different email address in our separate database versus what's in Marketo), I was wondering if I could use our external account ID instead.
Any ideas on how to do this would be much appreciated!
You can use an API import to do this, as opposed to a UI-driven import.
If it's a list of < 10,000 leads a developer would be able to do this in an hour or two tops.
P.S. I don't think you're doing anything wrong in having leads pending email addresses. It's a situation that needs more love from the platform.
Thanks, Sanford. I'll see if I can get one of our developers to give this a try!
Hi Sanford, (I am not a developer, so I am not sure if the following question is API capability related or developer skill related)
If a dedup is done via the Marketo API: -
Thanks in advance.
- I assume you would do 300 records per call, correct?
Actually, you can do up to 10MB of data at once (which translates to variable numbers of leads depending on number/length of fields included).
But this isn't an intelligent merge on its own: it merely updates the single best-fit lead, based on the dedupe key, with the data values in the import file (unless fields are blocked or proxied). You can code logic to merge leads but that's a much more robust set of requirements.