importing a list of names from SFDC to a list in Marketo - help! | Community
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Hayley_Sheaffer
Hayley_Sheaffer
New Participant
June 24, 2020
Solved

importing a list of names from SFDC to a list in Marketo - help!

  • June 24, 2020
  • 2 replies
  • 5387 views

if i want to import a list and the people are already in Marketo will it create duplicate records?  We have a list of people we want to target, the list was made in Salesforce based on opportunity details. 
I know these people are in our Marketo database but seems to me the quickest way would be to import these people into a static list (or smart list) in Marketo, but I don't want to create a bunch of duplicate people in my database.

 

Any tips or east to follow instructions on the best way to do this is much appreciated! 

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Best answer by Oz_Platero

Hello @hayley_sheaffer ,


You have 2 options depending on what exactly you are trying to do (more follow up questions required).

  1. Skip new people and updates
    1. https://docs.marketo.com/display/public/DOCS/Import+a+List+of+People#ImportaListofPeople-Browsetothetradeshow-attendees.csvspreadsheetfileonyourcomputerandclickNext.
  2. Make a smart list,
    1. Filter = email address is
    2. expand window for the email address and drop in the list of email address here

Thank you

2 replies

Oz_Platero
Oz_PlateroAccepted solution
New Participant
June 28, 2020

Hello @hayley_sheaffer ,


You have 2 options depending on what exactly you are trying to do (more follow up questions required).

  1. Skip new people and updates
    1. https://docs.marketo.com/display/public/DOCS/Import+a+List+of+People#ImportaListofPeople-Browsetothetradeshow-attendees.csvspreadsheetfileonyourcomputerandclickNext.
  2. Make a smart list,
    1. Filter = email address is
    2. expand window for the email address and drop in the list of email address here

Thank you

Hayley_Sheaffer
Hayley_SheafferAuthor
New Participant
July 14, 2020

Hi @oz_platero 

I ended up going with your option 2. this time around. 

1. seemed like what i was ultimately aiming for though, but I want everyone on that list to be emailed a specific email. So, if I do the skip new people and updates, it sounds like some people will be left off that list and I want to email them, unless they opted out of course. Is that the case?

That's what I wanted to do, there is a list that was pulled from SFDC and most of those people are already in the Marketo db. We wanted to email that specific list and I needed to get that list of people in a static list to email them.

Oz_Platero
Oz_Platero
New Participant
July 15, 2020

1. seemed like what i was ultimately aiming for though, but I want everyone on that list to be emailed a specific email. So, if I do the skip new people and updates, it sounds like some people will be left off that list and I want to email them, unless they opted out of course. Is that the case? Yes.  Think about it as an option to just create a list of people that already exist in your DataBase for future use, but not create people or make updates to existing records.  You may also want to check that if you SFDC list has from example 100 records; the mechanism to send to those recepients also has 100 potential records. Essentially double checking to see if there are any people not in your Marketo DB.

 

That's what I wanted to do, there is a list that was pulled from SFDC and most of those people are already in the Marketo db. We wanted to email that specific list and I needed to get that list of people in a static list to email them.

*There is a chance some of the people from the SFDC list may not exist in Marketo for one reason or another.  You then would ideally go through a process to ensure those records make it to Marketo.  If you do a normal list import you could create a duplicate person.  I would start by checking to make sure all the records from the SFDC list exist in Marketo as well.

SanfordWhiteman
SanfordWhiteman
New Participant
June 24, 2020

A regular list import via the Marketo UI will dedupe on the Email Address, so as long as you don't have any existing dupes by email, you won't have any new dupes or unexpected behavior.

 

Also, such things are easy to test with a single lead!

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