Bulk Lead Upsert

Owned by Siddharth Menon (Unlicensed), created
Last updated: Jun 16, 2023 by Amritesh Singh
4 min read

In this Article

Overview

You can use the Bulk Lead Upsert Snap to upsert a large number of leads into the Lead database.

Prerequisites

A valid account with the required permissions. For more info, see Roles and Permissions.

Support for Ultra Pipelines

Works in Ultra Pipelines. 

Limitations

  • API Limits: 

  • Marketo supports a variety of objects for extraction, such as Bulk Custom Object Import, Bulk Lead Import, and Bulk Program Member Import; however, this Snap supports only Lead upsert objects. See Bulk Lead Import API for more information.

  • This Snap accepts values for the Timeout (seconds), Number of Retries, and Retry Interval (seconds) fields from Pipeline parameters only. These fields do not support values from upstream Snaps when you enable the expression icon.

Known Issues

  • Bulk Lead Upsert Snap fails with error 1006 for SSV file format as input.

  • Marketo Snaps do not support some special characters (for example, (𝖖𝖗𝖘𝖬𝖭𝖮𝗕𝗖𝘧𝘨𝘩𝛀𝛁𝛂𝛃𝛄𝛅𝛆𝛇,𝖗𝖘𝖬𝛌𝛗𝛘𝛙𝛴).

Snap Input and Output

Input/Output

Type of View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input/Output

Type of View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Binary



  • Min: 0

  • Max: 2

  • Mapper Snap

  • File Reader

Requires the Upsert format and additional detail, if required, to insert or update a large number of records into the Lead database.

Output

Document



  • Min: 0

  • Max: 1

  • Mapper Snap

  • Copy Snap

Insertion of large leads into the Lead database.

Snap Settings 

  • Asterisk ( * ): Indicates a mandatory field.

  • Suggestion icon ( ): Indicates a list that is dynamically populated based on the configuration.

  • Expression icon ( ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

  • Add icon ( ): Indicates that you can add fields in the fieldset.

  • Remove icon ( ): Indicates that you can remove fields from the fieldset.

Field Name

Field Type

Description

Field Name

Field Type

Description

Label*

String

Specify a name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

Default Value: Bulk Lead Upsert
Example: Bulk Lead Upsert

Timeout (seconds)

Integer/Expression

Specify the timeout for the operation in seconds.

Default Value: 0
Example: 3

Number Of Retries

Integer/Expression

Specify the number of attempts the Snap must make in case of connection failure or timeout.

Minimum value: 0

Default Value: 0
Example: 3

Retry Interval (seconds)

Integer/Expression

Specify the minimum number of seconds the Snap must wait before each retry attempt.

Minimum value: 1

Default Value: 1
Example: 3

Upsert format*

Dropdown list

Choose the file format of the extracted data. The available options are:

  • csv

  • tsv

Default Value: CSV
Example: tsv

Lookup Field

String/Emai/Integer/Expression

Enter the field to refine and narrow down your search. Use this field to find existing leads if you are performing an update operation.

You can use 'Id' only for update only operations.

Default Value: email 
Example: cookies

List ID

Integer/Expression

Enter the ID of the static list to which you want to import lead data.

Default Value: N/A
Example: 150

Partition

String/Expression

Enter the name of the lead partition where you want to import the data.

Default Value: N/A
Example: Default

Snap Execution

Dropdown list

Select one of the three following modes in which the Snap executes:

  • Validate & Execute. Performs limited execution of the Snap and generates a data preview during Pipeline validation, then performs full execution of the Snap (unlimited records) during Pipeline runtime.

  • Execute only. Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled. Disables the Snap and all Snaps downstream from it.

Default Value: Execute Only
Example: Validate and Execute

Troubleshooting

None.

Examples

Inserting Bulk Leads

This example Pipeline demonstrates how we can insert lead data in bulk into the Lead database using the Bulk Lead Upsert Snap. We build the Pipeline to automate the following activities:

  1. Read the binary data using the File Reader Snap.

  2. Insert data in bulk using the Bulk Lead Upsert Snap.

First, we configure the File Reader Snap to read binary data. The username.csv has been uploaded. Upon validation, we see the output with uploaded file details.

File Reader Input

File Reader Output

File Reader Input

File Reader Output

Next, we configure the Bulk Lead Upsert Snap as follows. Upon validation, we see an output confirming the insertion of data into the Lead database.

Bulk Lead Upsert Input

Bulk Lead Upsert Output

Bulk Lead Upsert Input

Bulk Lead Upsert Output

Download this Pipeline. 

Downloads

Important Steps to Successfully Reuse Pipelines

  1. Download and import the Pipeline into SnapLogic.

  2. Configure Snap accounts as applicable.

  3. Provide Pipeline parameters as applicable.

  File Modified

File Marketo_Bulk Lead Upsert.slp

Dec 09, 2020 by Siddharth Menon

Snap Pack History







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