Static List Import Checklist and Guide
First timer when it comes to List Imports, or just need a refresher? This is a step by step guide with best practices on List Imports, from the list cleaning process through full import.
Before the Import, make sure you've got the right build in place to support your list needs:
1. Acquisition Program and Static List Check:
2. List Review
Best practice is to import CSV files, unless you are importing non-latin characters, in which case you should follow these instructions. Once you have your list, review it against the following items to ensure it's clean and ready for import:
Now you're ready to Import Your List!
Note: You must have the list import permission to import a list.
Step 1 – Select File
Click on the Static List you will be importing into and go to List Actions > Import List.
*This will only appear if the Marketo user has Advanced List Import Permissions (documented here).
Step 2 – Import Preview
Preview the fields that will import, the fields that will be ignored, and the fields that will be blocked from updating during list import. Marketo will attempt to auto-map fields which you can correct if necessary. Fields that will not import will be marked as IGNORED and you can search for the corresponding Marketo field (optional). Fields that will not accept an update will be marked as BLOCKED.
Note around Block Field Updates: Updates to a field are BLOCKED only if the field already contains data in Marketo. If the field is empty in Marketo, the field accepts the data from the list being imported.
Step 3 - Import Options
Step 4 – Click Import
The list is now importing. Based on the size of the file, it may import in near real time, or it could take some time. You can always see the status of the list import in the top right corner of your Marketo instance (the following will pop up after you select Import).
When complete, you’ll see the following Import completed message. If you choose the “Skip new leads and updates” import mode and people were not added to the list because they didn’t exist in the Marketo database, you will get a link in the import status box that will tell you the number of people, and link out to a list of the people who were not added (will download as a csv file).
If it is taking more than a few minutes and you’d like to get rid of the notification, but check back on the status later, you can go to the list > List Actions > Show Import Status.
Step 5 – Review your List, if Desired
You can view the people that you just imported by navigating to your list and viewing the “Leads” tab. You can change the View to see any data point (field) about those people.
Just to add to the statement - "If a lead already exists in Marketo and has a Acquisition Program, it will not be set to an acquisition program on import.", I did a quick test and it seems that even if the lead exists without any acquisition program in the DB, setting the chosen AP in the import dialog UI will not set the AP on import for that lead. To make the desired edit to the lead's AP, you will have to use the CDV flow step in the smart campaign. Is that correct?
Great post. But, why would you manually normalize data when you can build a program to take common bad values and change them to valid values. We do that for country and state (full name vs two or three letter iso), industries, revenue, employees, etc. It's tedious (let me restate TEDIOUS) to build those programs, but once they can cover most of your common issues, you can really start to focus on campaigns, or if you are purely in ops, optimizing lead generating campaign flows to speed conversion and close biz.
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