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Ishita_C2
Ishita_C2
Level 2
May 18, 2021 6:45 PM UTC
Solved

fields import process

Hi, 

I have exported fields from my old instance and want to import them into the new instance.

Is this possible? 

 

Also, wondering if an instance copy is possible with MSD?

 

Thanks

IC

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Katja_Keesom
Katja_KeesomAccepted solution
Adobe Champion and Community Advisor
May 21, 2021 5:45 AM UTC

Hi IC,

 

You can not import fields from one instance to another. If your new instance has not been touched yet, you could indeed do an instance copy and that will copy the custom fields you created, achieving the desired result. It would however also copy over all your existing programs and assets, so I would advise to clean your old instance up before starting the copy.

When you do an instance copy, any native integration is not copied along though, so you would need to set up your connection in the new Marketo instance from scratch. The fact that there is a native integration in your old instance will not prevent you from making the instance copy, so it should work if you set the connection up again manually.

 

Katja

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4 replies

PhillipWi1
Level 9
May 19, 2021 11:29 AM UTC

Hi IC

 

Unfortunately, I don't think it's possible to import fields from another instance. 

 

I'm not sure what you mean by "an instance copy with MSD". I'm guessing you mean Microsoft Dynamics? Could you clarify?

 

Thanks.

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Katja_Keesom
Adobe Champion and Community Advisor
Katja_KeesomAdobe Champion and Community AdvisorAccepted solution
Adobe Champion and Community Advisor
May 21, 2021 5:45 AM UTC

Hi IC,

 

You can not import fields from one instance to another. If your new instance has not been touched yet, you could indeed do an instance copy and that will copy the custom fields you created, achieving the desired result. It would however also copy over all your existing programs and assets, so I would advise to clean your old instance up before starting the copy.

When you do an instance copy, any native integration is not copied along though, so you would need to set up your connection in the new Marketo instance from scratch. The fact that there is a native integration in your old instance will not prevent you from making the instance copy, so it should work if you set the connection up again manually.

 

Katja

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    rayrichardson
    Level 1
    Aug 29, 2022 9:31 PM UTC

    Is this still true about field import?

    If I want to add or remove fields in bulk it must be done manually? Is there no way for the api to do this?

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    Michael_Florin-2
    Michael_Florin-2
    Level 10
    Aug 30, 2022 6:23 AM UTC

    No. You can only retrieve fields through the API: https://developers.marketo.com/rest-api/lead-database/fields/

    Marketo Support can remove fields. They might also be able to add fields in bulk, but actually I doubt that.

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