Marketo

How to configure a Marketo connection

This document describes the Dataworkz connector configuration required to access Marketo. describes the authentication process to generate an access token for Marketo REST API access.

Prerequisite

You need a Marketo Admin account for connecting to Marketo from Dataworkz. A custom service needs to be defined and configured in Marketo to define what data an application will have access to. Follow the steps below.

1. Login to Marketo with Admin credentials

2. Create an API only user role as described here

3. Create an API only user as describe here

4. Create a custom service for use with Marketo REST API as described here

   • Make note of the Client ID, Secret & Authorized User

   • these details would be required at the time of creating the connector in Dataworkz by the authorized user

Create Connector for Marketo

1. Login to Dataworkz Application

2. Goto Configuration -> SaaS Applications -> Marketo

3. Click the + icon to add a new configuration

   
4. Enter name for the configuration in the above screen

5. Enter the Client ID & Secret

6. Enter the REST API endpoint

7. Select the workspace & collection

8. Test the connection to validate the details entered above

9. Click Save

Newly created connector would show up in the list of Marketo configurations

Add Configuration

Click the newly created connector and then click + icon to add configuration for Marketo

1. Enter name for the dataset

2. Select the entity of interest

3. Select all the required fields

   • Choose to download selected fields for easier selection/deselection offline

   • Once desired fields are marked active you can upload the file for automatic selection of the picked fields

4. Select the format in which dataset should be created (CSV/JSON)

5. Select either a date range or “all historical records”

6. Select the criteria that incremental pull should be based on

7. Enable/disable recurring job

8. Click Add

This would complete the Dataworkz configuration for Marketo