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Marketo

Marketo

Setup Guide

Follow these steps to connect Marketo to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Marketo into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Schema from the drop down list, then proceed to the relevant section and follow those instructions.

REST

  1. Enter your Marketo REST Endpoint, which is found on the Marketo Admin page.

  2. Enter your OAuth Client Id. This can be found in Marketo by navigating to Admin > LaunchPoint > View Details and clicking the name of your custom service to open a window that contains the OAuth client Id.

  3. Enter your OAuth Client Secret. This can be found in the same location as the OAuth Client Id above.

  4. (Optional) Set Use Bulk API to true to let it handle bulk requests of certain large datasets.

  5. At the top of the CData Connect Cloud Add Marketo Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

SOAP

  1. Enter your User Id. This can be found in Marketo Admin > Integration under client access Id.

  2. Enter the Encryption Key. This is generated on the Marketo Admin page.

  3. Enter your Marketo SOAP Endpoint, which is found on the Marketo Admin page.

  4. (Optional) Set Use Bulk API to true to let it handle bulk requests of certain large datasets.

  5. At the top of the CData Connect Cloud Add Marketo Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Marketo, see this information page.