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Bulk updates with duplicate leads

Question asked by Phillip Wild on Jul 5, 2018
Latest reply on Jul 5, 2018 by Phillip Wild

Hi everyone

 

I want to update a large number of leads in our database - filling in a value in a field. That field could be one of 5 values.

 

What determines the field is another field that has one of 1,000 values. So think of something like this:

 

AgencyGroup
King StA
Queen StB
John StA
Eagle StE
Trust StD

 

"Agency" could be one of 1,000 values, give or take. So we need to look at the value in that field, and put the corresponding value in the field "Group". This would be simple with a list import - but we have many, many duplicates. In some cases there could be 200 profiles with the same email address. It's unfortunately not something I can fix - some agencies use the same email address for multiple salespeople. Since a list import will only match with one record (as far as I know) this means that only the first record would be updated, whereas I want EVERY matching record to be updated.

 

Normally I would do this via a smart campaign but since "Agency" could have one of 1,000 values, it's not viable using choice steps. Any ideas?

 

I think it has to be custom code via the Marketo API but I'd like to make sure there's not something I'm missing first. Thanks!

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