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A
Anonymous
September 6, 2017
Solved

Trouble Merging Records and List Import Issues

  • September 6, 2017
  • 1 reply
  • 4870 views

Hey everyone,

We had a few errors during a standard import caused by the recent Marketo lag, which resulted in duplicate and triplicate records.

I've gone into the Possible Duplicates System Smart List and adjusted the Smart List filters so that I can merge the duplicates and triplicates that are in the program as a result of that fated import. However, I'm unable to merge a little over 100 of those records.

After highlighting the leads, and right click selecting "merge leads" Marketo highlights the active record, I hit "merge" again and it says "System Error: Failed to merge leads" and then gives me a number (since it's a different number every time I'm assuming it's an unique id associated with the lead).

Any ideas?

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Best answer by Dan_Stevens_

Sarah, we encountered this same scenario multiple times - more so recently now that there seems to be a significant lag in list imports and when they are actually available/usable/displayable in Marketo.  What's been happening lately, is members of our ops team are importing lists, not seeing them anywhere (in Database or available when including them in a smart campaign (e.g., member of list)) and proceed to try the import again.  Of course all this does is create duplicates.  And yes, those duplicates - even though they're not synced to CRM, and only reside in Marketo - can not be merged.  You need to physically delete them.  This has become a point of frustration for my team since it now extends the time it now takes to build out and execute activities within a program.

1 reply

Devraj_Grewal
Devraj_Grewal
New Participant
September 6, 2017

Sarah,

I most often see this error when I mistakenly attempt to merge an SFDC lead with an SDC contact. If the person is in Marketo only, then you shouldn't have an issue merging it with either an SFDC lead or contact.

A
Anonymous
September 8, 2017

Hm, that doesn't seem to be the issue here. We couldn't find any reason (besides the Marketo error that caused the duplicates/triplicates in the first place) for them so we just deleted the extra records completely.

Thank you!

Dan_Stevens_
Dan_Stevens_Accepted solution
New Participant
September 8, 2017

Sarah, we encountered this same scenario multiple times - more so recently now that there seems to be a significant lag in list imports and when they are actually available/usable/displayable in Marketo.  What's been happening lately, is members of our ops team are importing lists, not seeing them anywhere (in Database or available when including them in a smart campaign (e.g., member of list)) and proceed to try the import again.  Of course all this does is create duplicates.  And yes, those duplicates - even though they're not synced to CRM, and only reside in Marketo - can not be merged.  You need to physically delete them.  This has become a point of frustration for my team since it now extends the time it now takes to build out and execute activities within a program.

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