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Ishita_C2
Ishita_C2
Level 2
May 18, 2021
Solved

fields import process

  • May 18, 2021
  • 2 replies
  • 2736 views

Hi, 

I have exported fields from my old instance and want to import them into the new instance.

Is this possible? 

 

Also, wondering if an instance copy is possible with MSD?

 

Thanks

IC

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Best answer by Katja_Keesom

Hi IC,

 

You can not import fields from one instance to another. If your new instance has not been touched yet, you could indeed do an instance copy and that will copy the custom fields you created, achieving the desired result. It would however also copy over all your existing programs and assets, so I would advise to clean your old instance up before starting the copy.

When you do an instance copy, any native integration is not copied along though, so you would need to set up your connection in the new Marketo instance from scratch. The fact that there is a native integration in your old instance will not prevent you from making the instance copy, so it should work if you set the connection up again manually.

 

Katja

2 replies

P
PhillipWi1
Level 9
May 19, 2021

Hi IC

 

Unfortunately, I don't think it's possible to import fields from another instance. 

 

I'm not sure what you mean by "an instance copy with MSD". I'm guessing you mean Microsoft Dynamics? Could you clarify?

 

Thanks.

Katja_Keesom
Community Advisor and Adobe Champion
Katja_KeesomCommunity Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
May 21, 2021

Hi IC,

 

You can not import fields from one instance to another. If your new instance has not been touched yet, you could indeed do an instance copy and that will copy the custom fields you created, achieving the desired result. It would however also copy over all your existing programs and assets, so I would advise to clean your old instance up before starting the copy.

When you do an instance copy, any native integration is not copied along though, so you would need to set up your connection in the new Marketo instance from scratch. The fact that there is a native integration in your old instance will not prevent you from making the instance copy, so it should work if you set the connection up again manually.

 

Katja

    R
    rayrichardson
    Level 1
    August 29, 2022

    Is this still true about field import?

    If I want to add or remove fields in bulk it must be done manually? Is there no way for the api to do this?

    Michael_Florin-2
    Michael_Florin-2
    Level 10
    August 30, 2022

    No. You can only retrieve fields through the API: https://developers.marketo.com/rest-api/lead-database/fields/

    Marketo Support can remove fields. They might also be able to add fields in bulk, but actually I doubt that.

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