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Please import into Marketo first, not SFDC.
Knowing what exactly is going wrong would help. Since each setup is different it is hard to pinpoint based on what you say. Here are some ideas:
- Know the field names to map to. These should be in your column in excel.
- Convert the file to CSV.
- For SFDC ONLY - have Lead or Contact Owner & check Assginment rule minimums are in the sheet.
- Email Address is required for Marketo.
- Use the Wizard to map fields properly. ABORT if it doesn't seem right.
- Have a template spreadsheet to help you do this faster.
- Break up lists into lists by Status, so you have a separate sheet for each status.
Hi Karen, I moved your question to Products & Support so that you'd get more answers.