Best Resource for Managing Your Database and Importing Lists?

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Can somebody point me to the best resource for working with your database and importing lists? We don't presently integrate with a CRM, but will need to import from home-grown POS systems to 'close the loop' on our marketing efforts and to track changes with our customer-base, over time.

Thanks in advance for any pointers on best-practices here!

-John

Marketo

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Josh_Hill13

Level 10

So you are importing a list from your POS into Marketo?

The import list discussions should help. A few tips:

have an import template with the columns named after the Marketo Field Names (this will go faster).
establish a regular cadence - eg: each Friday you do this.
decide which fields in Marketo to NOT override. You can use Field Blocking to do this.

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Anonymous

Marketo de-duplicates imported leads based on email address. Leads imported from multiple POS systems will update existing records if they already exist.

The "deep dive" on lists is a good starting point
https://community.marketo.com/MarketoDeepDive?id=kA5500000008QO1CAM

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Anonymous

Thanks, guys. This was pretty helpful. Found most of what I needed in the deep-dive and appreciate the comment on establishing a "regular cadence". We're actually looking at Talend as a possible integration tool to automate this piece, if possible.

Much appreciated!

John

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