Preparing the Marketo Instance
Before Molequle can retrieve data from Marketo, certain preparatory steps need to be taken. Follow the instructions below to obtain the necessary Marketo API credentials:
Create an API user role in your Marketo instance, granting it the following permissions: "Read-Write Activity," "Read-Write Lead," "Read-Write Company," "Read-Write Campaign," "Execute Campaign," and "Read-Only Assets."
Create a new API-only user in Marketo and assign the previously created role to this user. For the email address, you can use any valid email address, such as [email protected] (replace "yourcompany.tld" with your organisation's domain).
Create a custom launchpoint service in Marketo, specifying the API user created in the previous step. Take note of the Client ID and Client Secret generated during this process.
Determine the Marketo API endpoint URL by accessing the admin interface in Marketo and navigating to "Web Services." In the "REST API" section, the endpoint URL will be displayed in the format: <REST API Endpoint URL>/rest/. Make sure to note down the "REST API Endpoint URL" without the "/rest/" path at the end.
Additionally, Molequle requires a smart list in Marketo to fetch all person and company data during the initial sync. For subsequent syncs, Molequle will automatically switch to a different variant, only retrieving new and modified data from Marketo. Refer to the Marketo documentation for instructions on creating this smart list, which can be done in either the "Marketing Activities" or "Database" section.
If your Marketo instance utilizes multiple partitions, ensure that the smart list is created in the correct partition/workspace. The people included in this smart list must be accessible to the API user created earlier.
If your Marketo instance utilizes multiple partitions, ensure that the smart list is created in the correct partition/workspace. The people included in this smart list must be accessible to the API user created earlier.
When creating this smart list, you don't need to use any filters. Once the smart list is created, take note of its ID, which can be found in the URL bar of your browser after selecting the smart list.
Setting up the extension
To set up the Marketo extension initially, please get in touch with Molequle support by providing the information described above.
Once set up, all the configuration can be changed directly in the portal.
During the initial fetch, Molequle will obtain information for all individuals on the smart list and retrieve activities from the past two years. Subsequent syncs will only fetch data that has changed since the last synchronisation.