Hi
I’ve created a custom object linked to the email address field, with the employee ID serving as the dedupe field. However, when I import the Excel list into the custom object, only existing contacts in Marketo are being created, while new leads aren’t appearing as records.
Is there a way to import these new contacts into the custom object linked field to the email address? Additionally, I need to ensure that a new contact is created in Marketo if it doesn’t already exist.
I appreciate your support in achieving this. Also, is there a way to view or export all records of the custom object from Marketo?
Thank you!
Solved! Go to Solution.
A CO import cannot create new leads.
If you’re upserting COs that potentially relate to leads that do not yet exist, you must either
(1) upsert all the leads first (perhaps only setting the Email Address for new people)
or
(2) check the exceptions from the CO import, create the missing leads, and upsert the exceptions
A CO import cannot create new leads.
If you’re upserting COs that potentially relate to leads that do not yet exist, you must either
(1) upsert all the leads first (perhaps only setting the Email Address for new people)
or
(2) check the exceptions from the CO import, create the missing leads, and upsert the exceptions
@Ebenezer please return to your thread and check replies.
Thank you for your insightful suggestion on this topic.