Version 23.4.8843

• Marketo コネクタを追加
• Marketo への認証
  • REST
    • Create a Custom Service
    • Obtain Authentication (OAuth) Credentials
    • Connect to Marketo
  • SOAP
• Complete Your Connection
• 詳細情報

CData Sync アプリケーションからMarketo コネクタを使用して、Marketo からデータを取得してサポートされている任意の同期先に移動できます。これを行うには、コネクタを追加し、コネクタへの認証を行い、接続を完了する必要があります。

Marketo コネクタを追加

Sync でMarketo のデータを使用できるようにするには、まず以下の手順でコネクタを追加する必要があります。

1. Sync のダッシュボードから接続ページを開きます。

2. 接続を追加をクリックしてコネクタを選択ページを開きます。

3. データソースタブをクリックしてMarketo 行に移動します。

4. 行末にある接続を設定アイコンをクリックして、新しい接続ページを開きます。接続を設定アイコンが利用できない場合は、コネクタをダウンロードアイコンをクリックしてMarketo コネクタをインストールします。新規コネクタのインストールについて詳しくは、接続を参照してください。

Marketo への認証

コネクタを追加したら、必須プロパティを設定する必要があります。

On the New Connection page, enter the connection name of your choice.

CData Sync supports connecting to Marketo via two APIs. Select your API below to proceed to the relevant section that contains the authentication details.

• REST (default)

• SOAP

REST

The REST API uses OAuth authentication to validate user access. To set up access to Marketo via the REST API:

1. Create a custom service.

2. Obtain the appropriate OAuth credentials.

3. Configure the connection variables.

Create a Custom Service

The following steps create a new role with REST API privileges, assign that role to an existing or new user, and create a new service. These steps must be executed by a user with Admin privileges.

1. Navigate to the Marketo application’s Admin area and select Security > Users & Roles.

2. Create a new role for API access, as follows:

   1. Click the Roles tab.

   2. Click New Role.

   3. Specify a role name and select role permissions. Specify Access API permissions that are specific to the REST API.

3. Assign or create a new user to execute API access, as follows:

   1. Click the Users tab.

   2. Click Invite New User to assign a new user to the role that you created in step 2.

   3. Enter the new user information and assign the user the role that you created that has REST API access. To denote the user as an API-only user, select API Only.

4. Create the new service, as follows:

   1. Select Admin > Integration and click the LaunchPoint option.

   2. Click New Service.

   3. Specify a service type of Custom.

   4. Enter a display name and a description for the service.

   5. Assign the user that you created earlier to the service.

Marketo creates a new REST API service that is designed for connecting and authenticating to Marketo. It also generates the OAuth-based authentication credentials that you need to validate user access to the REST API.

Obtain Authentication (OAuth) Credentials

To obtain and record the new service’s OAuth credentials:

1. Return to the Marketo Admin area and click LaunchPoint.

2. Click the View Details link for the service that you created in the previous section. Marketo opens a window that displays the authentication credentials. These credentials provide the values for the OAuthClientId and OAuthClientSecret connection properties.

Connect to Marketo

To connect with OAuth credentials, specify these settings:

• Schema - Select REST.

• REST Endpoint - Enter the URL of the REST web-service endpoint (for example, https://123-abc-456.mktorest.com/rest). This endpoint is available on the Marketo Admin page under Integration > Web Services > REST API.

• OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

• Use Bulk API - Select True if you want to use the Marketo Bulk API. The default setting is False.

SOAP

To connect with SOAP API credentials, specify these settings:

• Schema - Select SOAP.

• User Id - Enter your client access Id. This Id is available on the Marketo Admin page under Integration > Web Services > SOAP API.

• Encryption Key - Enter the Marketo SOAP API encryption key. You can generate this key on the Marketo Admin page.

• SOAP Endpoint – Enter the URL of the SOAP web-service endpoint (for example, https://123-abc-345.mktoapi.com/soap/mktows/3_1). This endpoint is available on the Marketo Admin page under Integration > Web Services > SOAP API.

Complete Your Connection

To complete your connection:

1. For the Use Bulk API property, select True if you want to use the Marketo Bulk API. The default setting is False.

2. 高度な設定タブで接続の高度な設定を定義します。（ただし、ほとんどの場合これらの設定は必要ありません。）

3. Marketo への接続 をクリックしてMarketo アカウントに接続します。

4. 作成およびテストをクリックして接続を作成します。

詳細情報

CData Sync とMarketo の連携について、詳しくはMarketo Connector for CData Sync を参照してください。