We do not have CRM synch, but we do have access to the API. We have created a custom object with many company fields and have one field as the link field which is linking to Company >> ID. We are trying to figure out the process of uploading our leads into Marketo, tying those leads to companies and then tying those companies to the custom object. From what I have gathered, the order of operations should be:
- Upload contacts (leads) via csv upload with all pertinent data, including company information. External Company ID is not being populated, even though we have included and mapped our data to this field. Is this an API / CRM synch only field?
- Upload Custom Object Data, making sure to map our companyID to the link field.
This is where we get stuck. Is the next step to tie the lead and company via the API? If so, will the custom objects then automatically make the tie to the company record? Or is this not the correct order?