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Merging Contacts

Forum|Forum|7 years ago
November 30, 2018
2 replies
7183 views

Hello,

I had a case where I had to import lists into Marketo because our data filters aren't all the way setup in SFDC. Some of the contacts synced while others now have two records. Will these automatically merge at some point?

If not, what steps do I need to take to merge?

I only uploaded the email address in the list in hopes that it would feed over to the contact. It looks like this:

The issue with this is that it's not showing marketo insights in SFDC for my sales execs.

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Best answer by falvares

Thank you! I've been manually merging but will need to get the batch merge thing setup. One other question - is there a reason the records didn't sync up in Marketo when I uploaded my list? Wouldn't the system read the email address and know to sync to the other email address already in the system?

Hi Christian,

Yes, generally that would be the case.

Marketo will dedupe based on the email address and update that record accordingly. However, the question is, does your Marketo instance have a custom dedupe rule for List Imports (I would check with Marketo Support).

For example, a custom dedupe rule would be something like Email Address + First Name + Last Name OR Email Address + "Custom Field 1" etc. Hence since you only imported the list with email address + additional data, maybe it forcefully created new records.

If you do not have custom dedupe rules, I would suggest getting Marketo support to help with looking into your instance and identifying if there were any other reasons.

Hope this helps

Thanks

Floyd

Josh_Hill13

Level 10

No, they do not merge automatically. You can get tools to do so, with some setup.

Do they have two records with the same email address or just by Name?

I suspect that some data was uploaded to SFDC in the past and may not have synced over before you did your upload. SFDC records are NOT deduped coming in from SFDC to Marketo.

Christian_TovarAuthor

Level 3

Hi Josh,

Yes, the records have the same email address. So, the records lived in SFDC as contacts already, however, in order to segment the way we wanted to I had to import a list of those contacts into Marketo. I imported the list with only email addresses thinking they would sync to the existing record as some of them did. I am hoping there is a way to sync the activity on the email address to the old email address/record that already existed in Marketo.

F

falvares

Adobe Employee

Hi Christian,

Like mentioned, you should probably look for a one-off merge solution to solve your duplicate issues. Marketo offers a solution called Auto Merge - reach out to your Customer Success Manager to learn more about it. There are also other solutions available on the Marketo Launch Point Service.

"The issue with this is that it's not showing marketo insights in SFDC for my sales execs." - do you mean that the newly created records are not showing up on Marketo Sales Inights? Maybe these records have not synced across into SFDC? I would suggest looking into the activity logs for the records that were created as duplicates and try to identify the source of these duplicates (if it was from Marketo or SFDC).

You can identify the possible duplicates based on email address in the system smart lists.

Hope this helps

Floyd

Christian_TovarAuthor

Level 3

Hi Floyd,

Do you know if the auto-merge solution is associated with a cost or something I can setup?

They newly created record does show the activity in Marketo, however, the sales rep wants to reference the existing contact they already had in SFDC Marketo Insights. Does that make sense? I just did a search by email address in SFDC and only the one record pulls up but no data for the new email address record that was created in Marketo.

Kevin_Weisenber

Level 4

Hi Christian,

The name of the software through Marketo is actually called "automerge". There is a price associated with using it. We have used this feature successfully on a large database with significant amount of duplicates. You will work with a member of Marketo's professional services who will walk you through how you can define your logic for how the various fields and contacts merge.They want you to be successful with this so its a rather easy process but I would speak with your AM to learn more and investigate if its the right solution for you.

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