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Ashley_Fawcett
Level 2
Jul 31, 2019 11:10 PM UTC
Question

Importing a list to update database records

My company does customer surveys pretty frequently and we just switched over to Marketo so this is a bit new. We assign each of our customers their own unique survey link so we can get more information comparing their responses to their account. When I upload a list with their individual survey link it creates a new lead in the database. Is it possible to do a list upload to update the existing record? Or will the new record just have to be deleted once it is sent? 

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7 replies

SanfordWhiteman
User Group Leader
User Group Leader
Jul 31, 2019 11:14 PM UTC

A list import via the Marketo UI can use the Email Address field as a lookup key. Do you have that as a column and have it mapped correctly? You should not be constantly creating new leads.

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Ashley_Fawcett
Level 2
Jul 31, 2019 11:26 PM UTC

Yes, I map both email address and a user ID that should technically map it to the existing lead. It creates a new on every time and when I try to skip new people and updates it fails. 

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SanfordWhiteman
User Group Leader
User Group Leader
Jul 31, 2019 11:27 PM UTC

Marketo Lead ID is irrelevant here (that isn't supported). Remove that column from the file and try again.

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