{"id":267,"date":"2024-10-20T09:24:15","date_gmt":"2024-10-20T09:24:15","guid":{"rendered":"https:\/\/www.martech-magic.com\/?p=267"},"modified":"2026-01-08T10:23:37","modified_gmt":"2026-01-08T10:23:37","slug":"merge-fields","status":"publish","type":"post","link":"https:\/\/www.martech-magic.com\/index.php\/2024\/10\/20\/merge-fields\/","title":{"rendered":"Merge Fields"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If your Marketo instance was migrated to the Adobe Admin Console (also referred to as &#8220;Identity Management System&#8221; or &#8220;IMS&#8221;), you have probably seen an option in Admin &#8211;&gt; Field Management you haven&#8217;t see before:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"284\" height=\"389\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image.png\" alt=\"\" class=\"wp-image-268\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image.png 284w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-219x300.png 219w\" sizes=\"auto, (max-width: 284px) 100vw, 284px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s a surprise, as merging fields was an operation that only Marketo Support could execute. I don&#8217;t know why this option suddenly and without warning or documentation emerged and probably it&#8217;s a mistake. But either way: At the moment the function is available to you.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What does it do and how does it work?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select a field from the right-hand side navigation and click &#8220;Merge Fields&#8221;. You can only continue if the field is not in use. (Same as hiding a field and changing the type of a field, all dependencies have to be removed first. Makes all the sense in the world, but it can still be utterly annoying.) <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"449\" height=\"291\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-1.png\" alt=\"\" class=\"wp-image-269\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-1.png 449w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-1-300x194.png 300w\" sizes=\"auto, (max-width: 449px) 100vw, 449px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Now you can select the target field and declare which field&#8217;s value wins in case of conflict. Note that you can only merge two fields that have the same field type. Marketo will warn you if you try otherwise.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it. After the process is finished your selected field will be gone and its value will be written onto your target field. Neat, isn&#8217;t it?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This operation might also serve as a backdoor to deleting a field, which is also a thing only Marketo Support can handle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And what I have not tested so far is to merge a field that is synced natively to CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Update Jan 8, 2026:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Merging CRM-synced fields works nicely. Here&#8217;s a quick rundown:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is my synced Dynamics field:<\/p>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"988\" height=\"875\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-2.png\" alt=\"\" class=\"wp-image-395\" style=\"width:447px;height:auto\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-2.png 988w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-2-300x266.png 300w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-2-768x680.png 768w\" sizes=\"auto, (max-width: 988px) 100vw, 988px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">And here&#8217;s my Marketo-only custom field that I want to make the winner. It also has dependencies.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"974\" height=\"880\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-3.png\" alt=\"\" class=\"wp-image-396\" style=\"width:459px;height:auto\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-3.png 974w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-3-300x271.png 300w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-3-768x694.png 768w\" sizes=\"auto, (max-width: 974px) 100vw, 974px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Now I want to merge the CRM-synced field into the Marketo-only field, meaning: Declare the Marketo-only field the winner, and remove the loser, and I want the winner to take over the CRM-sync from the loser. In case of conflict, I want to keep the data from the CRM-synced field. So I go to my designated loser to merge it away:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"702\" height=\"466\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-4.png\" alt=\"\" class=\"wp-image-397\" style=\"width:399px;height:auto\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-4.png 702w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-4-300x199.png 300w\" sizes=\"auto, (max-width: 702px) 100vw, 702px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">And here&#8217;s the result:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1019\" height=\"911\" src=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-5.png\" alt=\"\" class=\"wp-image-398\" style=\"width:475px;height:auto\" srcset=\"https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-5.png 1019w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-5-300x268.png 300w, https:\/\/www.martech-magic.com\/wp-content\/uploads\/2024\/10\/image-5-768x687.png 768w\" sizes=\"auto, (max-width: 1019px) 100vw, 1019px\" \/><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>How does it work, why is it useful, and why are we even able to do it?<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,8],"tags":[],"class_list":["post-267","post","type-post","status-publish","format-standard","hentry","category-admin","category-tipps-tricks","entry"],"_links":{"self":[{"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/posts\/267","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/comments?post=267"}],"version-history":[{"count":7,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/posts\/267\/revisions"}],"predecessor-version":[{"id":401,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/posts\/267\/revisions\/401"}],"wp:attachment":[{"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/media?parent=267"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/categories?post=267"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.martech-magic.com\/index.php\/wp-json\/wp\/v2\/tags?post=267"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}