Marketo

Version 24.2.8969


Marketo


You can use the Marketo connector from the CData Sync application to capture data from Marketo and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Add the Marketo Connector

To enable Sync to use data from Marketo, you first must add the connector, as follows:

  1. Open the Connections page of the Sync dashboard.

  2. Click Add Connection to open the Select Connectors page.

  3. Click the Sources tab and locate the Marketo row.

  4. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Marketo connector. For more information about installing new connectors, see Connections.

Authenticate to Marketo

After you add the connector, you need to set the required properties.

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

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. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

  3. Click Connect to Marketo to connect to your Marketo account.

  4. Click Create & Test to create your connection.

More Information

For more information about interactions between CData Sync and Marketo, see Marketo Connector for CData Sync.