Marketo Setup Guide

Follow our setup guide to connect Marketo to Fivetran.

Prerequisites

To connect Marketo to Fivetran, you need a Marketo Admin account.

Setup instructions

Find API endpoint and identity parameters

1. Log in to your Marketo account.

2. Go to the Admin tab.

   

3. On the Admin page, click Web Services.

   

4. Make a note of the Endpoint and Identity values from the REST API section. You will need them to configure Fivetran.

   

5. (Optional) If you want Fivetran to provide an estimate of your BULK API quota usage, make a note of the Endpoint, User ID, and Encryption Key values from the SOAP API section.

   NOTE: For more information about how we use your SOAP API credentials, see our connector overview documentation.

Find client id and client secret

1. Go back to the Admin tab and then click LaunchPoint.

   

2. Select your custom service and then click View Details.

3. Make a note of the Client Id and Client Secret parameters. You will need them to configure Fivetran.

   

NOTE: If you have not configured a REST service, read Marketo's instructions to create a Custom Service.

Set role permissions

Set the correct Role Permissions for the Marketo API endpoints. See Marketo's role permissions documentation to learn how.

NOTE: If you don't have sufficient permissions for the endpoints you're using, you will get an error during connector setup. See Marketo's API endpoint documentation to know more about the permissions.

Finish Fivetran configuration

1. In the connector setup form, enter the Destination schema name of your choice.

2. (Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.

3. In the REST API Endpoint field, enter the endpoint value you found in Step 1.

4. In the REST API Identity field, enter the identity value you found in Step 1.

5. Enter the REST API Call Limit.

6. (Optional) If you want Fivetran to use your SOAP API credentials to estimate your BULK API quota usage, set the Provide SOAP Credentials for Bulk API Quota Estimation toggle to ON, and then provide the following details you found in Step 1:

   • SOAP User Id
   • SOAP API Encryption Key
   • SOAP API Endpoint

7. Enter the Client Id you found in Step 2.

8. Enter the Client Secret you found in Step 2.

9. Select the range of data you'd like to include in your initial sync.

10. Click SUPPORTS UPDATEDAT IN BULK EXPORT?, to check whether your Marketo subscription supports the updatedAt filter for BULK exports.

    NOTE: We recommend you to enable the updatedAt filter for your subscription.

11. Click Save & Test. Fivetran will take it from here and sync your data from your Marketo account.

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