Excel Add-In for Marketo

Build 24.0.9175

Opportunities

Query Opportunities in Marketo.

Note: This table is only available for Marketo subscriptions which do not have a native CRM sync enabled.

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.

Note: A filter must be specified when retrieving Opportunities.

	SELECT * FROM Opportunities WHERE ExternalOpportunityId='test2'
	SELECT * FROM Opportunities WHERE ExternalCompanyId='CData'

Insert

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

	INSERT INTO Opportunities (ExternalOpportunityId, Description, ExternalCompanyId, Name) VALUES ('testOpportunitiesInsert001', 'First Opportunity', 'cdata', 'Opp')

Update

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

	UPDATE Opportunities SET IsWon=true, FiscalYear=2016, Amount='1000.00' WHERE ExternalOpportunityId='testOpportunitiesInsert001'
	UPDATE Opportunities SET IsWon=false, FiscalYear=2017, Amount='1000.00' WHERE ExternalCompanyId='testInsert_ExternalCompanyId_012'

Upsert

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

	UPSERT INTO Opportunities (ExternalOpportunityId, Description, ExternalCompanyId, Name) VALUES ('testUpsert', 'First Opportunity', 'CData', 'Opp')

Delete

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

	DELETE FROM Opportunities WHERE ExternalOpportunityId='CDATA2'
	DELETE FROM Opportunities WHERE marketoGUID IN ('c1bac835-e5d3-47cc-9c87-bd18fdf573f8', '04ecb93c-d140-4c38-96cc-1fc2821e91eb')

Columns

Name Type ReadOnly Operators Description
CreatedAt Datetime True

ExternalOpportunityId String True =,IN

MarketoGUID [KEY] String True =,IN

UpdatedAt Datetime True

Amount Decimal False

CloseDate Date False

Description String False

ExpectedRevenue Decimal False

ExternalCompanyId String False =,IN

ExternalCreatedDate Datetime False

ExternalSalesPersonId String False =,IN

Fiscal String False

FiscalQuarter Int False

FiscalYear Int False

ForecastCategory String False

ForecastCategoryName String False

IsClosed Bool False

IsWon Bool False

LastActivityDate Date False

LeadSource String False

Name String False

NextStep String False

Probability Int False

Quantity Double False

Stage String False

Type String False

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Build 24.0.9175