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R
RickSe
Level 2
March 24, 2021
Solved

Lead Dedupe Rules and BULK REST API (Import) Lookup Field

  • March 24, 2021
  • 1 reply
  • 4455 views

In the case where we have a setup with dedupe fields on the Lead object for the API and we're using the BULK API to import Leads, does the the lookupField parameter of the endpoint have any impact on the import process?

 

For example, let's say for the API that we set up email address and UserType (than can be "Primary" or "Non-Primary) as dedupe field on the Lead object. If we submit a csv file with headers on Email, UserType, and Title as such:

 

Email,UserType,Title

me@gmail.com,Primary,Boss

me@gmail.com,Non-Primary,Assistant

 

And if we select "email", or leave it as the default,  for the lookupField when we post the the Lead Bulk Import endpoint, will Marketo dedupe on the email address alone or will it recognize the API dedupe rules?

 

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Best answer by RickSe

Ok, it looks like it's something we'll need to test out to confirm. 

 

It would be nice if the API would accommodate multiple lookupField values to support cases where we have a compound dedupe key.


Confirmed.  The use of the lookupField query parameter for the BULK lead import call overrides the Lead Dedupe field rules.

 

In our solution, we ended up creating a custom field to store a GUID generated outside of Marketo.  This "GUID" field is passed as the lookupField parameter value.

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
March 24, 2021
In the case where we have a setup with dedupe fields on the Lead object for the API and we're using the BULK API to import Leads, does the...

Are you saying you have had support implement a compound dedupe key for upserts not using the API, for example standard form fills, and you're wondering if the compound key also applies to the Bulk Import API?

R
RickSeAuthor
Level 2
March 24, 2021

Hi, Sanford.

 

I'm saying that we did (or will) have support apply the compound dedupe key for upserts using the API.  I believe we can apply such rules (dedupe key) for list imports (UI), form fills and the API separately.

 

Thanks,

Rick

R
RickSeAuthor
Level 2
March 24, 2021

...and in such a case, how would the example file be processed if email address is selected as the lookupField in the BULK Import call?  Will it result in one or two records in the Lead database?

 

Basically, I'm trying to determine if making the compound dedupe key request to support is worth the effort if the the rule can be bypassed by the API through the use of the lookupField parameter.

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