How to import a list in Marketo ?

     The list import process in the lead database section of your marketo ,, the lists wish you imported considered to be static lists when you import a list leads are matched on the email address field if it already exists the other fields will overwrite existing data on condition that the field updates are not bloc-ked from list imports if Ali does not exist a new leaders created depending on what the list is going to be used for you can import the list into either a program in marketing activities or a folder in the lead database if the list contains member which have visited your booth at an event most likely you will add that list to the corresponding program in marketing activities to manage that data if the list will be used globally such as a list of competitors or customers more likely you will import it into the lead database you'll want to organize your folder structure carefully and follow a good naming convention to understand the purpose of that list to begin the list import process you want to save your list as dot CSV file in order to clean up as much as you can .

Before you import the list into Marketo it is the best practice in critical to your reporting to always use clean data and the formatting across all the values to make your life a lot easier.

for this demonstration there is a three-steps process ..

1- Selecting the file ..

    To add a new list to first make sure you're in the lead database section so click on the folder and select new list , make sure you have your list selected and then either right-click on your list or navigate to new import list which will prop the pop-up for the list import wizard in step one you must select the file browse through your computer to find the appropriate file then you can select the format of your file from csv tab delimited semicolon separated values or you can also leave it as is and Marketo will auto-detect the correct format .  For trusted source you can select trusted or untrusted trust it is usually used for lists created or put together by internal members of your team or as untrust it is usually used for list acquired from third parties you can alter the settings for untrusted lists in the admin section of Marketo for the list import mode you can select default fasted for it or skip new leads and updates .

2- The Import preview ..

    The import preview in the list column you see all your column matters from the file which you are trying to import the Marketo field is the field to which these values will be mapped to the import preview shows you one sample value per field and any notes that may be useful to you if there's a blocked field update the notes section is where you will be able to see that information .

3- Import Options ..

     If you are importing to list that has been created the name is pre-populated if you selected import list before you created a list you can give it the name you wish to show up in marquette over here it also allows you to select the revenue stage which is used to manage the lead lifecycle as well as the acquisition program to give it members for reporting purposes if you do not wish to do so you can leave those options blank once you select import the list import begins you will see in the upper right corner of your MA caddo interface when the process has completed .