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January 15, 2013
Question

Lead database and file import fields

  • January 15, 2013
  • 1 reply
  • 1043 views
I am a new user and wondered why Marketo has two field data conventions. If you read this post please know that I can import - my issue is the way Marketo is set up.

Lead Database - Import CSV data field headers to not match. I matched my import data field headers to the Lead Database fields and then had to modify (a useless step) when importing a CSV file.  The fied headers should be the same - cuts down on errors and cross referencing of data - not a good approach.

Examples:
Lead Database data field [First, Last, Company]
File import data field [First Name, Last Name, Company Name]
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1 reply

January 15, 2013
Jim, if you set the headers to exactly match the field names, then Marketo will be more likely to match during the import wizard. It is not perfect, so no guarantees it will work every time.

So export a lead with all fields so you can see the exact cases of each field.