Merging Contacts

Christian_Tovar · ‎11-30-2018

Hello,

I had a case where I had to import lists into Marketo because our data filters aren't all the way setup in SFDC. Some of the contacts synced while others now have two records. Will these automatically merge at some point?

If not, what steps do I need to take to merge?

I only uploaded the email address in the list in hopes that it would feed over to the contact. It looks like this:

The issue with this is that it's not showing marketo insights in SFDC for my sales execs.

Floyd_Alvares2 · ‎12-07-2018

Hi Christian,

Yes, generally that would be the case.

Marketo will dedupe based on the email address and update that record accordingly. However, the question is, does your Marketo instance have a custom dedupe rule for List Imports (I would check with Marketo Support).

For example, a custom dedupe rule would be something like Email Address + First Name + Last Name OR Email Address + "Custom Field 1" etc. Hence since you only imported the list with email address + additional data, maybe it forcefully created new records.

If you do not have custom dedupe rules, I would suggest getting Marketo support to help with looking into your instance and identifying if there were any other reasons.

Hope this helps

Thanks

Floyd

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