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LakhanMeghani
New Participant
November 20, 2020
Solved

New to Marketo: Sync details and Data Migration

  • November 20, 2020
  • 2 replies
  • 6112 views

Hello People,

 

I am New to Marketo and we are been switching our Hubspot to Marketo.

I am looking forward for the ways to migrate  data/records of my CRM Salesforce to Marketo.

We have CSV for Leads, Contacts, Accounts in Salesforce as well as I can export from it. How can I migrate that records to Marketo. I want leads,contacts, accounts to be their in Marketo in a isolated manner. Rightnow I can only see import people option.

How marketo seperates leads, contacts, accounts!

 

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Best answer by Katja_Keesom

So what i can do is-

If it is not giving me a option to sync entire DB, I will export ids in SFDC and import again so it will update my records in SFDC followed by sync in Marketo and going foward records are going to sync whenever created  or updated

So by this, I will done with Migration of Leads and contacts from SFDC to Marketo.

 

Did I understood right?

 

How I can deal with accounts now?


It WILL allow you to sync the entire DB, including accounts, opportunities and every entity you set up to sync. So please do not go at this with manual uploads and get some proper advise on the process.

2 replies

SanfordWhiteman
SanfordWhiteman
New Participant
November 20, 2020

Are you aware of Marketo's built-in Salesforce connector, and its immense power and feature set?

 

It seems v. strange to start off by importing people into Marketo only. This absolutely guarantees you will have duplicates when you turn on the SFDC connector — and trust me, you will eventually turn it on once you understand what it offers!

 

I recommend you work with an experienced Marketo & SFDC consultancy who can explain the whys and hows of the SFDC connector and help you roll it out. It would be unprofessional to tell you how to create duplicates-waiting-to-happen in Marketo.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    November 20, 2020

    (I see Katja has posted much the same thing while I was composing!)

    Katja_Keesom
    Katja_Keesom
    Community Manager
    November 20, 2020

    Hi there, welcome to the Marketo community!

    When it comes to CRM integration it is most common to set up an integration instead of manually uploading your data. I see you are using Salesforce as CRM, so Marketo does have a rather easy to use and implement native integration you can set up. Besides your leads, contacts and accounts that would also sync your opportunities data and allow you to sync campaigns too. By setting this up you would have (near) realtime data flowing back and forth between your platforms.

    If you do not want to use a native integration, you can also set it up through middleware like Mulesoft or Informatica.

     

    The main point is that a one time data cannot be done via the UI in the first place (except for contacts / leads as you noticed), but on top of that would run out of date really quick if it isn't updated from CRM. The point of an automation platform is to....yes, automate it. I would recommend to liaise with your IT team to set up an interface between the two. It would really be a good idea to get some advice on this process though.

     

    You can find more information about the native integration here: https://docs.marketo.com/display/public/DOCS/Salesforce+Sync

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      LakhanMeghaniAuthor
      New Participant
      November 20, 2020

      Hello, Thanks for the reply.

       

      In my Salesforce CRM, I already have thousands of leads, Contacts, Accounts and My Marketo is fresh New Org.

      When I turn ON the sync between Marketo and salesforce, will it automatically sync thousands of leads, Contacts, Accounts from Salesforce to Marketo ?

      I guess, I read somehere, it sync record from Salesforce to Marketo when record is edited/updated in Salesforce, Isn't it?

      Katja_Keesom
      Katja_Keesom
      Community Manager
      November 20, 2020

      Nope, your initial sync when you connect your instances will sync the entire database. After that, it is only new records and edits.

      However, you can define business rules in your Salesforce instance for which records need to be synced and which ones don't by setting up sync rules.

      As mentioned, I would suggest to get some outside advice on your specific situation in order to set up a sync solution that works for your specific use case.

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