Sales Transaction Table in Database

[Danny_Rubio]

Hello, 

We are currently looking to see if there is a way to add a Sales Transaction table into our database. Similar to how there is an Activity Log table on every record, we would like to create a Transaction table that would log all online purchases in an itemized way with date and transaction info. 

Has anybody done this within Marketo in the past and know how to go about this? 

Let me know, 

Thanks!

[SanfordWhiteman · Accepted solution]

Hi Danny,

You'll use Marketo Custom Objects for this. They're well-documented in the platform docs and the developer docs and there are myriad threads about COs here on the Community.

As you'll read, you may or may not need a developer to directly import CO records into Marketo using the REST API. Marketo also supports (manual) CSV uploads via the UI. If you can get a daily dump of new COs from the source system, formatted for import into Marketo, you can handle the import by hand. This may not be manageable over time, of course.

If you do decide to import via API instead of manually, another focal point — though there are many, and it's best to work through these questions with someone who's worked a bunch with COs already — will be the number of records you wish to insert/update per day. If you're not using the Marketo API for other things (which can be a very big if, depends on your instance) you can upsert an absolute max of 100K records per day in real-time. Real-time meaning "as soon as possible after an individual transaction is finished, it appears in Marketo." Beyond that number, and remember to plan for growth, you'll need to do a batch import via API, which naturally means there will be delays before a given transaction is synced, say 1 hour or 24 hours.