Filter for Leads with synced Companies (custom company importer) | Adobe Higher Education
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Level 4
April 19, 2024
Pergunta

Filter for Leads with synced Companies (custom company importer)

  • April 19, 2024
  • 2 respostas
  • 862 Visualizações

Hi everyone,

We are syncing company objects into Marketo using our REST API. With assistance from Marketo support, we created custom company fields. I would like to create a nearly bulletproof method to identify synced records. The identifier should be as simple as "Synced = false" OR "ID = empty". These fields should not be manipulable by any source other than our company import. The filter value should be self-explanatory, so filtering for a value like "ID = 0" instead of "ID = any other value" can get tricky.

 

I experimented a bit, but with Marketo’s behavior of allowing blocking changes only if the value was filled in once—but not blocking if it is still empty—and its lack of a filter for "externalCompanyID", this becomes quite challenging.

 

Has anyone else faced the same issue? How did you resolve it?

BR Wolfram

 

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2 Respostas

Alex_Torres
Level 2
May 15, 2024

Hello Wolfram!

I did almost the same recently and struggled a bit with 'externalcompanyID' in the sync developement itself. 
I do not quite undertand your finnaly purpose, it would be to have a field in the person fields table in Marketo where you could check the status of the person (synced / not synced or updated not updated)?

 

Maybe with a little bit more of explanation we can achieve a better approach!

SanfordWhiteman
Level 10
May 16, 2024

Use a Company-linked Custom Object to maintain metadata like external sync status.