Excel Add-In for Marketo

Build 24.0.9175

Leads

Query Leads of a Marketo organization.

Select

Note: Filters provided with one of the supported operators listed in the "Operators" column are processed server-side, all the other filters are processed client-side.

Tip: This table uses server-side projection. Performance can be improved by minimizing the number of columns in projection.

To optimize response time from the server, identify only the rows and columns you want to retrieve.

SELECT Id, FirstName, LastName FROM Leads WHERE Id IN (1, 2, 5, 10)

To achieve the best performance from this query, confine it to a list of known Leads within Marketo. Create a static list of Leads within Marketo, and then specify the ListId to retrieve them.

SELECT * FROM Leads WHERE ListId=1014
If you do not specify a filter, the driver retrieves all Leads, which might take a long time depending on the number of leads in your Marketo instance. Specify the UpdatedAt filter to improve query performance by limiting the number of records requested.
	SELECT * FROM Leads WHERE UpdatedAt >= '2024-03-20T15:49:22.000Z'
	SELECT Id, UpdatedAt FROM Leads WHERE UpdatedAt >= '2024-01-17T14:32:37.000-05:00'

Insert

This table supports BATCH INSERT when UseBulkAPI is set to false.

	INSERT INTO Leads (FirstName, LastName, Email, DoNotCall, DoNotCallReason, DateOfBirth) VALUES ('test', 'test', '[email protected]', true, 'Testing', '01/01/2000')
	INSERT INTO Leads (FirstName, LastName, Email, DoNotCall, DoNotCallReason, DateOfBirth) VALUES ('test1', 'test1', '[email protected]', true, 'Testing', '01/01/2000'), ('test3', 'test3', '[email protected]', true, 'Testing', '01/01/2000')
	INSERT INTO Leads (FirstName, LastName, Email, PartitionName) VALUES ('test', 'test', '[email protected]', 'testPartition')

To insert multiple leads at once via a #TEMP table, first create the #TEMP table, and then insert that table into your Leads table.

The following example creates a #TEMP table with three new Leads, and then inserts that #TEMP table into the Leads table:

	INSERT INTO Leads#TEMP (FirstName, LastName, Email, Company) VALUES ('John', 'Mangel', '[email protected]', 'ABC')
	INSERT INTO Leads#TEMP (FirstName, LastName, Email, Company) VALUES ('Steve', 'Puth', '[email protected]', 'ABC')
	INSERT INTO Leads#TEMP (FirstName, LastName, Email, Company) VALUES ('Andrew', 'Stack', 'andy@abc', 'ABC')

	INSERT INTO Leads (FirstName, LastName, Email, Company) SELECT FirstName, LastName, Email, Company FROM Leads#TEMP

Update

This table supports BATCH UPDATE when UseBulkAPI is set to false.

You can update any field in the Leads table that is not read-only. All critria fields are used as deduplication fields. Use a field for deduplication if it supports server side filtering, otherwise the Id column is used for deduplication.

	UPDATE Leads SET Company='TestCompany', NumberOfEmployees=100 WHERE Id='2521004'
	UPDATE Leads SET Title='My Job', Address='123 Main St' WHERE Email='[email protected]'
	UPDATE LEADS SET Email='[email protected]' WHERE Id=2523020
	UPDATE LEADS SET TestKpQA='test' WHERE TestCustomfieldEmail='[email protected]'

Upsert

This table supports BATCH UPSERT when UseBulkAPI is set to false.

This table supports BULK UPSERT when UseBulkAPI is set to true.

	UPSERT INTO Leads (Email, FirstName, LastName) VALUES ('[email protected]', 'Lead', 'Upsert_InsertNewRecord')

Delete

This table supports BATCH DELETE when UseBulkAPI is set to false.

	DELETE FROM Leads WHERE Id=508
	DELETE FROM Leads WHERE Id IN (505, 506, 501, 507)
	DELETE FROM Leads WHERE Email='[email protected]'

GetDeleted

Note: The API returns only leads which have been deleted in the past 14 days.

	GetDeleted FROM Leads

GetDeleted supports filtering by UpdatedAt.

	GETDELETED FROM Leads WHERE UpdatedAt > '2024-01-01T01:00:00'
	GETDELETED FROM Leads WHERE UpdatedAt > '2024-01-01T01:00:00' AND UpdatedAt <= '2024-02-01T01:00:00' 

Bulk

When UseBulkAPI is set to true the CreatedAt filter can be processed server-side, in addition to that the following extra filters are available:

Name TypeReadOnlyOperators Description
StaticListNameStringTrue =

Mirror column that can be used only as a filter. Will retrieve custom objects related to the provided static list name.

SmartListIdIntTrue =

Mirror column that can be used only as a filter. Will retrieve custom objects related to the provided smart list Id.

SmartListNameStringTrue =

Mirror column that can be used only as a filter. Will retrieve custom objects related to the provided smart list name.

Sample queries:

	SELECT Id, UpdatedAt FROM LEADS WHERE UpdatedAt>'2024-01-17T14:28:57.000-05:00' AND UpdatedAt<'2024-01-29T04:29:55.000-05:00'
	SELECT Id, CreatedAt FROM LEADS WHERE CreatedAt>='2024-01-17T14:27:20.000-05:00' AND CreatedAt<'2024-01-29T04:29:30.000-05:00'
	SELECT * FROM LEADS WHERE ListId=1062
	SELECT * FROM LEADS WHERE StaticListName='test0614'
	SELECT Id FROM LEADS WHERE SmartListId=1095
	SELECT Id FROM LEADS WHERE SmartListName='LeadSmartListTest'

Columns

Name Type ReadOnly Operators Description
Id [KEY] Int True =,IN

The id of the lead.

CreatedAt Datetime True

The datetime when the lead was created.

UpdatedAt Datetime True =,>,>=,<,<=

The datetime when the lead was last updated.

ProgramId Int True =

Mirror column that can be used only as a filter. Will retrieve Leads related to the given email ProgramId. Not available when UseBulkAPI=true.

ListId Int True =

Mirror column that can be used only as a filter. Will retrieve Leads related to the provided static list Id.

PartitionName String False

Mirror column that can be used only during inserts to specify the partition of the lead.

ItemURL String True

The URL of the lead in the Marketo UI.

AcmeAccessCode String False =,IN

AcquisitionProgramId Int False

Address String False

AnnualRevenue Decimal False

AnonymousIP String False

BillingCity String False

BillingCountry String False

BillingPostalCode String False

BillingState String False

BillingStreet String False

BlackListed Bool False

BlackListedCause String False

City String False

Company String False

ContactCompany Int True

Cookies String False =,IN

Country String False

Cstmfdtest1 String False =,IN

Cstmfdtest2 String False =,IN

DateOfBirth Date False

Department String False =,IN

DoNotCall Bool False

DoNotCallReason String False

Ecids String True

Email String False =,IN

EmailInvalid Bool False

EmailInvalidCause String False

EmailSuspended Bool False

EmailSuspendedAt Datetime False

EmailSuspendedCause String False =,IN

ExternalCompanyId String False =,IN

ExternalSalesPersonId String False =,IN

Fax String False

FirstName String False

FirstUTMCampaign String False

FirstUTMContent String False

FirstUTMMedium String False

FirstUTMSource String False

FirstUTMTerm String False

GdprMailableStatus String False

Industry String False

InferredCity String True

InferredCompany String True

InferredCountry String True

InferredMetropolitanArea String True

InferredPhoneAreaCode String True

InferredPostalCode String True

InferredStateRegion String True

IsAnonymous Bool False

IsLead Bool False

LastName String False

LatestUTMCampaign String False

LatestUTMContent String False

LatestUTMMedium String False

LatestUTMSource String False

LatestUTMterm String False

LeadPartitionId Int False =,IN

LeadPerson Int True

LeadRevenueCycleModelId Int False

LeadRevenueStageId Int False

LeadRole String False

LeadScore Int False

LeadSource String False

LeadStatus String False

MainPhone String False

MarketingSuspended Bool False

MarketingSuspendedCause String False

MiddleName String False

MktoAcquisitionDate Datetime False

MktoCompanyNotes String False

MktoDoNotCallCause String False

MktoIsCustomer Bool False

MktoIsPartner Bool False

MktoName String True =,IN

MktoPersonNotes String False

MobilePhone String False

NumberOfEmployees Int False

NumberofEmployeesProspect String False

OriginalReferrer String True

OriginalSearchEngine String True

OriginalSearchPhrase String True

OriginalSourceInfo String True

OriginalSourceType String True

PersonLevelEngagementScore Int False =,IN

PersonPrimaryLeadInterest Int True

PersonTimeZone String True

PersonType String False

Phone String False

PostalCode String False

Priority Int False

Rating String False

RegistrationSourceInfo String False

RegistrationSourceType String False

RelativeScore Int False

RelativeUrgency Int False

Salutation String False

SicCode String False

Site String False

State String False

Test String False =,IN

Test1 Bool False

Test98 String False =,IN

TestBoolean Bool False

TestCustomfieldEmail String False =,IN

TestFieldText1 String False =,IN

TestInteger Bool False

TestInteger_cf Int False =,IN

TestKpQA String False =,IN

Title String False

Unsubscribed Bool False

UnsubscribeDateFoFS String False

UnsubscribeDateUnleashed String False

UnsubscribedReason String False

UnsubscribeFoFS String False

UnsubscribeMarketing String False

UnsubscribeSales String False

UnsubscribeUnleashed String False

Urgency Double False

UTMTerm String False =,IN

Website String False

Copyright (c) 2025 CData Software, Inc. - All rights reserved.
Build 24.0.9175