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

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.

Next Step

See Using the Connector to create data visualizations.