After Installing the Connector you can connect and create a Data Source for data in Marketo.

Setting Up a Data Source

Complete the following steps to connect to the data:

1. Under Connect | To a Server, click More....
2. Select the data source called Marketo by CData.
3. Enter the information required for the connection.
4. Click Sign In.
5. If necessary, select a Database and Schema to discover what tables and views are available.

Using the Connection Builder

The connector makes the most common connection properties available directly in Tableau. However, it can be difficult to use if you need to use more advanced settings or need to troubleshoot connection issues. The connector includes a separate connection builder that allows you to create and test connections outside of Tableau.

There are two ways to access the connection builder:

• On Windows, use a shortcut called Connection Builder in the Start menu, under the CData Tableau Connector for Marketo folder.
• You can also start the connection builder by going to the driver install directory and running the .jar file in the lib directory.

In the connection builder, you can set values for connection properties and click Test Connection to validate that they work. You can also use the Copy to Clipboard button to save the connection string. This connection string can be given to the Connection String option included in the connector connection window in Tableau.

Connecting to Marketo

Marketo supports two APIs: REST and SOAP. To specify the API to be used, configure the Schema property to either REST or SOAP.

REST API

The REST API uses OAuth to authentication to validate the user's 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.

Creating a Custom Service

This procedure creates a new role with REST API privileges, assigns that role to an existing or new user, and creates a new service. It must be executed by a user with Admin privileges.

1. Navigate to the Marketo application's Admin area.
2. Navigate to the Security section.
3. Click Users & Roles.
4. Create a new role for API Access:
   1. Select 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.
5. Assign or create a new User to execute API Access:
   1. Select the Users tab.
   2. To assign a new user the role you just created, click Invite New User.
   3. Enter the new user information, and assign them the role you just created with REST API access. To denote the user as an API Only user, select the API Only option.
6. Create the new service:
   1. Navigate to Admin > Integration and click the LaunchPoint option.
   2. Click New Service.
   3. Specify the Service Type of Custom.
   4. Enter a display name and description for the service.
   5. Assign the user you just created, to the service.

Marketo creates a new REST API service designed for connecting and authenticating to Marketo. It also generates the OAuth-based authentication credentials required for validating user access to the REST API.

Obtaining OAuth Credentials

To obtain and record the new service's OAuth credentials, return to the Marketo Admin area and navigate to the LaunchPoint option.

Click the View Details link for the service you just created. Marketo displays a window that shows the authentication credentials. These credentials provide the values for OAuthClientId and OAuthClientSecret.

Setting Connection Variables

After you have set the following connection variables, you are ready to connect via the REST API:

• Schema: REST.
• OAuthClientId: The OAuth Client ID associated with your custom service.
• OAuthClientSecret: The OAuth Client Secret associated with your custom service.
• RESTEndpoint: The URL of the REST Web service endpoint, as found in the Admin area. Navigate to the REST API Integration > Web Services section to find this URL. Leave Identity Endpoint blank.

SOAP API

After you have set the following connection variables, you are ready to connect via the SOAP API:

• Schema: SOAP.
• UserId: The client access ID, found in the Integration section of the Marketo Admin SOAP API panel.
• EncryptionKey: The Marketo SOAP API Encryption Key, generated on the Admin page of the Marketo website.
• SOAPEndpoint: The URL of the SOAP Web service endpoint, provided on the Admin page of the Marketo website.

Next Step

See Using the Connector to create data visualizations.