[beta]{class="badge informative"}

Import leads import-leads

Import and deduplicate lead lists into your Marketo Engage database with field mapping assistance.

AVAILABILITY
This feature is currently in open beta. To request access, contact your account manager. You must also agree to the Core Gen-AI terms and the supplemental terms.

How to use how-to-use

  1. In your My Marketo, click the Marketo AI tile.

  2. Click the Import Leads agent.

    You are taken to the conversational AI screen. The left pane displays guidance, responses, and available data normalization options.

  3. To start importing your leads, click the attachment icon and upload them via .CSV file.

  4. Type “Import list” and click Send.

    Your list is previewed in the center console.

  5. Enter a desired business rule and click Send.

    The results appear in the center console.

    If desired, enter additional business rules.

  6. To view the mapped fields, click the Mappings tab.

  7. If any fields were mapped incorrectly, fix them here.

  8. When ready to import your list, click the Import to Marketo tab.

  9. Select the destination folder and enter a name. Check each consent box and click Approve & Import to Marketo.

When the import is done, a verification summary appears showing leads processed, rows failed, and any warnings.

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