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So you are importing a list from your POS into Marketo?
The import list discussions should help. A few tips:
- have an import template with the columns named after the Marketo Field Names (this will go faster).
- establish a regular cadence - eg: each Friday you do this.
- decide which fields in Marketo to NOT override. You can use Field Blocking to do this.
Marketo de-duplicates imported leads based on email address. Leads imported from multiple POS systems will update existing records if they already exist.
The "deep dive" on lists is a good starting point
Thanks, guys. This was pretty helpful. Found most of what I needed in the deep-dive and appreciate the comment on establishing a "regular cadence". We're actually looking at Talend as a possible integration tool to automate this piece, if possible.