Marketo Connection (Beta)

Note This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.

The Marketo connector accesses Marketo data using REST API. You need a Marketo custom service’s Client ID, Client Secret, and your Marketo REST API endpoint for authentication. Ask your Marketo administrator or track down the credentials and endpoint in Marketo.

1. In Marketo, create a role with Access API permission and assign it to a user.
2. Create a custom service using the user’s credentials.
3. Record the custom service’s Client ID and Client Secret credentials. For instructions on generating the credentials, see Client ID and Client Secret credentials.
4. Record the REST API endpoint from the Web Services section. To locate your Marketo endpoint, see REST API endpoint.

Create the Connection

1. On the Data Manager Connections tab, click New Connection.
2. Click the name of the connector, and click Next.
3. Enter the connector settings.
4. To validate your settings and attempt to connect to the source, click Save & Test. If the connection fails, CRM Analytics shows possible reasons.

All settings require a value, unless otherwise indicated.

Filter Data Synced to CRM Analytics

Exclude unnecessary or sensitive data from syncing to CRM Analytics with data sync filters. Filters run on the source object and speed up data sync by pulling only the data you need into CRM Analytics. If you plan to use excluded data in the future, use a recipe filter to limit the data written to a dataset instead of a data sync filter.

1. From Data Manager, click the Connections tab.
2. Select the connection associated with the object to filter.
3. Click the name of the object to filter.
4. Click Data Sync Filter.
5. Enter the filter.
6. Click Save.

You can filter on select fields from these listed objects. Supported objects have a True in the Filterable column of the Columns table for each object’s linked CDATA documentation.

• CustomObjects (Object Names that start with CustomObject_)
• Emails
• Folders
• Leads
• NamedAccounts
• Opportunities
• OpportunityRoles
• Programs
• SalesPersons
• SmartCampaigns

As an example, for the Leads object you can filter on several columns, including Id, Email, and ProgramId. To sync rows with a specific Id, enter the filter specifying the values in the filter for the Leads object, for instance Id IN (2, 5, 10). Now, each data sync of Leads will only include the rows with the Id 2, 5, or 10.

Note Based on the Marketo API design, adding a filter is recommended for better performance.

Connector Considerations

When working with the Marketo connector, keeps these behaviors in mind.

• Connected object names must start with a letter and contain only letters, digits, or underscores. Object names can’t end with an underscore.
• Only field names with combinations of alphanumeric, dot, underscore, or dash characters are supported. If a connector includes field names that contain other characters, such as spaces or brackets, the sync fails.
• The connector can sync up to 100,000 rows or 500 MB per object, whichever limit is reached first.
• You can extract up to 300 lead records at a time from Marketo when using the Filter Field and Filter Values properties.
• If your Marketo instance is synced with a CRM, Marketo disables connections to the Company, Opportunity, OpportunityRole, SalesPerson, and custom objects. If you try to extract from one of these objects when synced with a CRM, an error saying that the object API is disabled appears.