Creating a Custom Service

A Custom Service is required to obtain OAuth credentials.

This procedure involves creating a new role with REST API privileges, assigning that role to an existing or new user, and then creating a new service. Note that only users with Admin privileges can create a Custom Service and that the term "service" refers to the entity created to provide OAuth credentials for API access.

Step 1: Create a New Role for API Access

1. Navigate to the Marketo application's Admin area.
2. Navigate to the Security section.
3. Click Users & Roles.
4. Select the Roles tab.
5. Click New Role.
6. Specify a Role Name and select Role permissions. Specify Access API permissions that are specific to the REST API.

Step 2: Assign or Create a New User for API Access

1. Select the Users tab.
2. To assign the role to a user, click Invite New User.
3. Enter the new user information and assign them the role you just created with REST API access.
4. To denote the user as an API Only user, select the API Only option.

Step 3: Create the New Service

1. Navigate to Admin > Integration and click the LaunchPoint option.
2. Click New Service.
3. Specify the Service Type as 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. This also generates the OAuth-based authentication credentials required for validating user access to the REST API. After creating the Custom Service, refer back to the Obtaining OAuth Credentials section to retrieve the OAuth Client ID and Client Secret needed for authentication.