Update fields via spreadsheet without email address match
I am trying to do something that I don't believe is possible but I'm hoping I'm wrong. I want to add transactional data to leads via a csv import. Right now, we get our transactional data from BI with no connector to Marketo. What I would like to do is match the CRM Account ID from BI to the CRM Account ID in Marketo because BI doesn't contain email addresses. Every month I would like to upload a spreadsheet with our new transaction and upload them to Marketo. See my example below.
Lead Database
Name | Email | Company | CRM Accout ID |
|---|---|---|---|
| Joe Smith | jsmith@email.com | Abc Corp | 123456 |
| Jane Thomas | jane.thomas@xyzmail.com | XZY Industries | 852258 |
| Jamie Thomas | jthomas@email.com | Abc Corp | 123456 |
Monthly Spreadsheet Upload
| CRM Account ID | First Order Date | First Order Value | Last Order Date | Last Order Value |
|---|---|---|---|---|
| 123456 | 6/21/16 | $416.25 | 7/4/16 | $825.40 |
In this example, both Joe Smith and Jamie Thomas of Abc Corp would have their records updated so that the first order date, first order value, last order date and last order value would be the same for both leads.
Is this possible?
Thanks!