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Connect to Marketo

Updated

Free & Starter

To create a connection to Marketo, you will need Client Id, Client Secret, Rest Endpoint, Identity Endpoint. Follow the procedure below to set up a custom service and obtain the required credentials.

Create an API role in Marketo

  1. Login to Marketo with administrator credentials
  2. Select the Admin menu 1.png
  3. Select Users and Roles under the Security section2.png
  4. Select  the Roles pane and click on "New Role" to create an API role 3.png
  5. Create the new API role and under Permissions select the Access API option 4.png

Create an API only user

  1. Select the Users pane and click on "Invite New User"                                                                14.png15.png
  2. Create the user and make sure to select the API role created in the previous step (*only select this role).  Make sure to check the API Only checkbox. 5.png 6.png

 

Create a custom service

  1. In Admin Settings, select LaunchPoint under the Integration section 7.png
  2. Under "New", select New Service 8.png
  3. Create a new service.  (1) Under Service, select Custom and (2) in the API Only User section, select the API User you created in the previous step. 9.png

 

Obtain Client ID and Client Secret

  1. Look for the custom service you created in the previous step and click on View Details. 10.png
  2. Copy and save the Client Id and Client Secret listed in the Details section. *This will be used later when creating an Openprise Data Source. 11.png

 

Obtain Rest Endpoint and Identity URL

  1. In Admin Settings, under the Integration options, select Web Services 12.png
  2. Copy and Save the Endpoint and Identity URLs that are listed. *These will be used later when creating an Openprise Data Source.13.png

 

Next, connect Marketo as a Data Source or Data Target. Select Marketo from the Connect data dropdown. 

ConnectData.png

Authenticate your Marketo account in your project. 

Marketo3.png

  1. Select an existing account
  2. Select Add Credential to sign into your account 

You will be redirected to the Add Credential page after selecting Add Credential. Login using your client id, client secret, REST endpoint, and Identity endpoint. Then, click Save to authenticate your account. 

Marketo4.png

Select the directory or entity from the dropdown. 

Marketo5.png

Select Preview to see a sample of 50 records from your data source. Use this option to confirm you are connecting to the correct data source and entity/ directory. 

data quality data source marketo preview data.png

data quality data source marketo preview data view.png

Select imported attributes from the data source that you would like to include/remove from the project. Imported attributes are listed on the left, included attributes are listed on the right. Use the search bar to search for specific attributes or fill the Select all checkbox to select all attributes.

data quality include attributes.png

Click Confirm in the bottom right corner when finished. 

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