Why you shouldn’t DIY your Marketo migration

James T Fletcher
CEO, Principal Consultant


Unless you’re starting again, you shouldn’t try to DIY your Marketo to Marketo migration. Having led multiple migrations I can promise you there is ALWAYS a surprise. From the forgotten integration, to the campaign that just takes a lifetime to migrate, or the unexplainable error messages in Marketo Engage.

Here are 4 things to look out for:

  • Adobe Marketo Engage have limited options to ‘automate’ the migration, there are no “just spin up a new instance” like many CRM platforms. You can download our guide to the Marketo Migration options here for more on that!
  • Unless you’re an Marketo API mastermind your project will be never ending, resulting in you needing to run in parallel two Marketo instances until you’ve finished.
  • The planning is critical, without a really clearly defined and coordinated plan the downtime is extremely painful, and will impact business operations. Migration projects have many inter-dependancies with other projects such as a new CRM rollout, so timing is everything.
  • The Unknown Gotchas, even we have been surprised by some of Marketo’s random behaviours when migrating assets, so much so we’ve got proven migration processes that handle 99% of them!

📖 Download our Marketo Engage migration checklist

Understand the step by step process of migrating your Marketo Engage instance with our handy checklist.

Marketo Migration Checklist

Avoid the headaches

I may be biased when it comes to migrations, but without the right experience I just wouldn’t go it alone. Work with a partner or consultant with experience of migration projects and who can demonstrate a clear migration plan.

It goes without saying, do also make sure whatever you decide to do, that you document every step of the journey, why did you make a decision to include or exclude. It’ll avoid any bites on the proverbial.

Want to discuss your migration scope and get our view, with no strings attached? Read more and get in touch via the link below.