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Chad_Fowler
Chad_Fowler
New Participant
June 21, 2018
Solved

Transfer to New Instance

  • June 21, 2018
  • 1 reply
  • 8293 views

Hello, fellow Marketeers,

Background:

My company not only uses Marketo for ourselves but we also use the software for our clients. We separate our work from our clients by giving every company their own instance. In the beginning, we only used one instance and our first client shared that one instance with us. We want to give this client their own instance and move over the existing content.

My question:

Is there a way to clone or move existing content in one instance over to a new instance?

Thank you in advance!

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Best answer by Brooke_Bartos1

Hi Chad,

Yes, there are two ways to do it -- our company is doing this now in fact. One way is an exact copy instance, which doesn't sound like the right fit for you. The other is that the two instances are initially linked, and you can import selected programs from one instance to the other, then disconnect once you've migrated. It can be a bit of a pain moving programs one at a time, but it also gives you the opportunity to do a lot of cleanup on the way of old campaigns you aren't using. If you have any questions about the process I'd be happy to share more about our experience. Good luck!

1 reply

Brooke_Bartos1
Brooke_Bartos1Accepted solution
New Participant
June 22, 2018

Hi Chad,

Yes, there are two ways to do it -- our company is doing this now in fact. One way is an exact copy instance, which doesn't sound like the right fit for you. The other is that the two instances are initially linked, and you can import selected programs from one instance to the other, then disconnect once you've migrated. It can be a bit of a pain moving programs one at a time, but it also gives you the opportunity to do a lot of cleanup on the way of old campaigns you aren't using. If you have any questions about the process I'd be happy to share more about our experience. Good luck!

Chad_Fowler
Chad_FowlerAuthor
New Participant
June 22, 2018

How do you link the two instances? I think you've got the solution and the second option would work great! I'm just a rookie with Marketo haha

Brooke_Bartos1
Brooke_Bartos1
New Participant
June 22, 2018

Marketo Support Services would do this for you, it's a back end direct link between the two that they have to set up.

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