Marketo

Prerequisites

Before obtaining OAuth credentials, you need to create a custom service in Marketo if you do not already have one. This procedure involves creating a new role with REST API privileges, assigning that role to an existing or new user, and then creating a new service.

Note that only users with Admin privileges can create a Custom Service and that the term “service” refers to the entity created to provide OAuth credentials for API access.

Step 1: Create a New Role for API Access

1. Navigate to the Marketo application’s Admin area.

2. Navigate to the Security section.

3. Click Users & Roles.

4. Select the Roles tab.

5. Click New Role.

6. Specify a Role Name and select Role permissions. Specify Access API permissions that are specific to the REST API.

Step 2: Assign or Create a New User for API Access

1. Select the Users tab.

2. To assign the role to a user, click Invite New User.

3. Enter the new user information and assign them the role you just created with REST API access.

4. To denote the user as an API Only user, select the API Only option.

Step 3: Create the New Service

1. Navigate to Admin > Integration and click the LaunchPoint option.

2. Click New Service.

3. Specify the Service Type as Custom.

4. Enter a display name and description for the service.

5. Assign the user you just created to the service.

Once you have a custom service, do the following:

1. Go to the Admin tab.

2. Click the LaunchPoint option.

3. Select the custom service and click View Details. Marketo displays a window that shows the authentication credentials.

4. Copy and paste the Client Id as the OAuthClientId and the Client Secret as the OAuthClientSecret.

Setup Guide

Follow these steps to connect Marketo to your Connect AI account:

1. Open the Connections page of the Connect AI 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. Enter your Marketo URL. 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.

6. Paste the OAuth Client Id you obtained in the prerequisites.

7. Paste OAuth Client Secret you obtained in the prerequisites.

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

9. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI 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.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

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