How to update Marketo from Excel

The CData Excel Add-In for Marketo enables you to edit and save Marketo data directly from Excel. This article explains how to transfer data from Excel to Marketo. This technique is useful if you want to work on Marketo data in Excel and update changes, or if you have a whole spreadsheet you want to import into Marketo. In this example, you will use the Leads table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Marketo connection by clicking From Marketo on the ribbon.

Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

Retrieve Data from Marketo

To insert data into Marketo, you will first need to retrieve data from the Marketo table you want to add to. This links the Excel spreadsheet to the Marketo table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From Marketo button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Leads table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Marketo

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, . 👁 A local copy of a table. One row will be inserted. (QuickBooks is shown.)
   
2. After using a formula to reference the cells you want to add to Marketo, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Leads sheet. 👁 The range of changes to update. (QuickBooks is shown.)
   
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.