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Marketo Connector Setup
Marketo Connector Setup
Updated over a week ago

Welcome to the Marketo Connector Setup guide!

In this article, we will cover the following:

  • Authenticating Marketo in Savant

  • Connecting Data from Marketo

  • Publishing Data to Marketo

Authenticating Marketo in Savant

First, open separate tabs in your browser for Savant and Marketo and login to both.

In Savant, click on "Data" in the top menu, and toggle to the "Systems" option in the upper left of the page. Click the "New System" button.

This will take you to a page with a list of all available connected systems in Savant. Scroll or search among the selections for Marketo and select the icon, then click "Next".

Connecting Marketo as a new system in Savant requires three elements: REST Endpoint, Client ID, and Client Secret.

REST Endpoint

In Marketo, in order to acquire the REST Endpoint, Client ID and Client Secret, you will first need to create an API Only User Role.

Follow these instructions from Adobe on how to create an API Only User Role if you do not currently have one.

With the API Only User Role created, assign it to a new or existing user, and ensure that you are currently set as this user.

To find the REST Endpoint, go to Admin > Web Services.

Copy the Endpoint and paste it into the relevant field in the Savant authentication window.

Client ID & Client Secret

The next step within Marketo is to find the Client ID and Client Secret. To achieve this, navigate to Admin > LaunchPoint menu, and select New Service. Here is a link to additional details on Marketo Custom Services.

Create a new custom service from the Launchpoint and assign it to the new API-Only user. Remember to check the API-Only checkbox while assigning permissions.

This will add a new service to your list of LaunchPoint services, and the option to “View Details”. Click on “View Details” and you’ll be given the Client ID and Client Secret required for authentication.

Copy the Client ID and Client Secret and paste them into their respective fields in the Savant authentication window.

Authenticate & Confirm

With all three fields complete, click "Authenticate". This will load a page where you can choose to rename your system and include an optional Description. Once finished, click "Confirm".

Your new Marketo system is now authenticated in Savant!

NOTE: The daily API quota is limited to 50,000 calls.

Connecting Data from Marketo

If you are working within an analysis, on the top left side of your canvas, click the Add Dataset button shown below, and select your Marketo connection.

If you are not currently within an analysis, you can add your connection by navigating to Data and selecting New Dataset. Select your authenticated Marketo system from the list of available options and click Next.

Your Marketo system is now added as a dataset within your analysis!

Publishing Data to Marketo

On the top left side of your canvas, click the Add Destination button.

Select your Marketo destination from the selections below. If you need to add a new system as a destination, click New System and re-follow the authentication steps above to add your Marketo system. Give your destination a name and description and click Next.

Now you will be greeted by your destination's configuration window, shown below.

Savant can only update data sent to destination sources, so select Update under the Action field. Next, select which object from your destination you would like to publish data to. By default Savant will have "Upsert" selected under the Update Strategy field. Upsert works almost like a mix of the "update" and "append" strategies, where if the ID of a field matches the mapped table it is updated, and if it does not it creates a new record.

Map the fields you wish to update to the corresponding fields from your analysis. Note that It is required to map the Id field for your analysis to update your destination properly. Savant will automatically detect which fields are numbers, integers or strings and will not allow you to select incompatible mappings. Once you are done configuring your destination, click Apply to save your changes.

Savant is now ready to publish data to your Marketo destination!

Additional Resources

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