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A
Anonymous
June 3, 2013
Question

Uploading Lists of Contacts

  • June 3, 2013
  • 3 replies
  • 1167 views

This is probably a really basic question but please bear with me.

We have a list of folks who are new to our system, but we want to upload as contacts and associate with accounts. I want to make sure I do this correctly so not to mess up everything in both Marketo & SFDC!

Do I upload the list, then sync them with SFDC by converting them? Or is there a better way?
 

Thanks so much!

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3 replies

A
Anonymous
June 3, 2013
Ann,

As a general rule you import to Marketo and sync to SFDC. However since there is no question on wanting all of the contacts in SFDC , you can import to SFDC and they will sync down to Marketo(as long as they are visible to the sync user).
A
Anonymous
June 3, 2013

If you really want to import them as contacts only, I would do your import into SFDC as contacts and then it will get synced on the Marketo side as a contact. Otherwise everything will get created as leads and you'll have to manually convert them in SFDC. 

Hope that helps.

A
Anonymous
June 3, 2013
Ok, thanks. I guess I will have them do that. :-)
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