I am trying to do something that I don't believe is possible but I'm hoping I'm wrong. I want to add transactional data to leads via a csv import. Right now, we get our transactional data from BI with no connector to Marketo. What I would like to do is match the CRM Account ID from BI to the CRM Account ID in Marketo because BI doesn't contain email addresses. Every month I would like to upload a spreadsheet with our new transaction and upload them to Marketo. See my example below.
|Email||Company||CRM Accout ID|
|Joe Smithfirstname.lastname@example.org||Abc Corp||123456|
|Jane Thomasemail@example.com||XZY Industries||852258|
|Jamie Thomasfirstname.lastname@example.org||Abc Corp|
Monthly Spreadsheet Upload
|CRM Account ID||First Order Date||First Order Value||Last Order Date||Last Order Value|
In this example, both Joe Smith and Jamie Thomas of Abc Corp would have their records updated so that the first order date, first order value, last order date and last order value would be the same for both leads.
Is this possible?
This is not something that can be done directly from the Marketo interface, but you could pull down a list of everyone with their CRM account ID and email address, and do some Excel magic before doing the upload. There might also be third party tools or programmed things (via the API) that will accomplish this.