Excel Add-In for Marketo

Build 24.0.9175

Establishing a Connection

Configure a Connection Profile

From the CData ribbon, click Get Data and select From Marketo connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Marketo Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Marketo

The following connection options are required when connecting to Marketo.

  • URL: The URL of the REST API Service. You can locate this in Admin -> Integration -> Web Services -> REST API. Example values: https://123-abc-456.mktorest.com/ or https://123-abc-456.mktorest.com/rest.
  • OAuthClientId: The OAuth Client ID associated with your custom service.
  • OAuthClientSecret: The OAuth Client Secret associated with your custom service.
For additional connection options, see Connection String Options.

Obtaining OAuth Credentials

Before obtaining OAuth credentials you need to create a custom service if you do not already have one. To do so follow the instructions provided in Creating a Custom Service.

To obtain OAuth credentials for a custom service:

  1. Go to the Admin tab.
  2. Click on the LaunchPoint option.
  3. Select the service and click on View Details.
  4. Marketo displays a window that shows the authentication credentials. Use "Client Id" as the value for OAuthClientId and "Client Secret" for OAuthClientSecret.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Marketo you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

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Build 24.0.9175