Enable Sync for a Custom Entity enable-sync-for-a-custom-entity
If you need custom entity data from Dynamics to be available in Marketo Engage, here’s how to enable the sync for it. Admin permissions are required.
- When you enable the sync for a custom entity, Marketo performs an initial sync to bring in all the data for the Custom Object.
- Marketing List and Marketing List Members are not supported at this time.
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Go to the Admin section.
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Select Microsoft Dynamics and click Disable Sync.
note note NOTE You must disable the global sync temporarily to enable or disable a custom entity. -
Under Database Management, click Dynamics Entities Sync.
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Click Sync schema.
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Select the entity you want to sync and click Enable Sync.
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Select the fields you want to sync or use as constraints and/or triggers (for records added, not updated) in Smart Lists. When done, click Enable Sync.
note note NOTE During the sync process, you may notice that the “Dynamic Entities Sync” item disappears from the navigational tree. This is expected behavior, and it will reappear after the sync is complete. -
The entity now has a green checkmark.
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Don’t forget to re-enable the global sync!
note note NOTE -
Marketo only supports custom entities that are linked to standard entities one or two levels deep.
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The custom object tree may show the same object more than once, because of its direct connections with one of the main objects (e.g., leads, contacts, or accounts or indirect connections through an intermediary objects). In such cases, choose the object that is nearest to the main object and choose only one. Choosing the same object multiple times may hamper the sync of that custom object.
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