Marketo

Marketo is a marketing automation platform. You can use Marketo as a data source when landing or replicating data.

Marketo integration replicates data using the Marketo REST API and Marketo Bulk API.

See the Schema section for a list of objects available for replication.

A high-level look at this connector, including useful links, and supported features.

Feature/Capability	Support details
Supported Qlik Talend Data Integration projects	Replication projects only. Data pipeline projects are not supported.
Target update methods	Replication tasks: Apply changes Store changes Landing data in a data lake tasks: Change data capture (CDC)
Managing metadata	Manual metadata generation is not required.
Schema evolution	Only the Change column data type operation is supported.
Replication of LOB columns (NCLOB, CLOB, and BLOB)	Not supported.
Scheduled CDC	Required. This is how the target is kept up-to-date with changes to the source. For replication tasks, see Scheduling tasks For lake landing tasks, see Scheduling CDC for lake landing tasks
Notifications	Partially supported Setting notifications for changes in operation
Monitoring	CDC-only, as full load is not relevant for this connector. Monitoring an individual data task
Automatic denesting of JSON column payloads	Not supported. JSON column payloads in source datasets are not denested automatically on the target.

Preparing for authentication

To access your data, you need to authenticate the connection with your account credentials.

Make sure that the account you use has read access to the tables you want to fetch.

You need administrator permissions in your Marketo account.

To create an API-only user role:

Log into your Marketo account.
Navigate to Admin > Users & Roles.
Click the Roles tab and then New Role.
In the Create New Role window, complete the following fields:
- Role name: Enter a name for the role. If the role is specific to Qlik Talend Cloud, make that clear in the name, for example QTC API role.
- Description: Enter a description of the role.
- Permissions: Select the Access API checkbox.
Click Create.

To create an API-only user:

Log into your Marketo account.
Navigate to Admin > Users & Roles.
Click the Users tab and then Invite New User.
In the Invite New User window, complete the following fields:
- Email
- First Name
- Last Name
Click Next.
In the Permissions section, select the checkboxes for the API user role you created and API Only.
Click Next.
In the Message section, click Send to create the user.

To create an API Custom Service:

Log into your Marketo account.
Navigate to Admin > LaunchPoint.
Click the New tab and then New Service.
In the New Service window, complete the following fields:
- Display Name: Enter QTC .
- Service: Select Custom from the drop-down list.
- Description: Enter a description.
- API Only User: Select the user you previously created.
Click Create.
In the Installed Services section, click View Details.
Copy and paste your client ID and client secret into a secured file.

IP restrictions may be enabled in Marketo. To verify, go to Admin > Web Services > IP Restrictions. If IP restrictions are not enabled, skip this step.

The IP addresses you must allowlist depend on your Qlik Talend Cloud region and country. For the current list, see Qlik Cloud domains and IP addresses.

To add the Qlik Talend Cloud IP addresses to Marketo’s web services allowlist:

Log into your Marketo account.
In the Integration menu, click Web Services.
In the IP Restrictions section, click Edit.
In Allowed Addresses, paste one IP address for your region.
Repeat the previous step until you have added all required IP addresses for your data pipeline region.
Click Save.

To retrieve the base URLs:

Log into your Marketo account.
Navigate to Web Services > REST API.
Locate the Endpoint and Identity fields.
Copy the URLs.

Creating the connection

For more information, see Connecting to SaaS applications.

Fill in the required connection properties.
Provide a name for the connection in Connection name.
Select Open connection metadata to define metadata for the connection when it has been created.
Click Create.

Connection settings
Setting	Description
Data gateway	Select a Data Movement gateway if required by your use case. Information note This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None. For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement.
Start Date	Enter the date, in the format `MM/DD/YYYY`, from which the data must be replicated from your source to your target.
Endpoint Base URL	Endpoint base URL, for example: https://457-RFG-234.mktorest.com/rest.
Client ID	Client ID.
Client Secret	Client secret.
Max Daily API Calls	Most Marketo subscriptions are allocated 50000 API calls per day.

Schema

Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.

The schema and info displayed below is for version 2.

Depending on your destination, table and column names may not appear as they are outlined below.

activities

In version 1 of Marketo integration, the activities table contained all data pertaining to lead activities.

In this version, you can choose to replicate lead activity data for specific activity types. For every activity type defined in your Marketo account, you’ll see an activities table in the Tables to Replicate tab. For example: activities_click_email contains lead activity data for the click_email activity type.

These tables will contain the fields listed below, along with any fields specific to that activity type.

Replication Method	CDC
Primary Key	marketoGuid
Replication Key	activityDate
Useful links	Marketo API method

Join activities with	on
activity_types	activities.activityTypeId = activity_types.id
leads	activities.leadId = leads.id

activityDate

DATE-TIME

activityTypeId

INTEGER

campaignId

INTEGER

leadId

INTEGER

marketoGuid

STRING

primary_attribute_name

STRING

primary_attribute_value

STRING

primary_attribute_value_id

INTEGER

activity_types

The activity_types table contains metadata about the activity types - form fill, web page visit, lead creation, and so on - available in Marketo.

Replication Method

Full Table

Primary Key

Useful links

Marketo API method

Join activity_types with	on
activities	activity_types.id = activities.activityTypeId

attributes

ARRAY

This is a nested data structure:

dataType: STRING
name: STRING

description

STRING

INTEGER

name

STRING

primaryAttribute

OBJECT

This is a nested data structure:

dataType: STRING
name: STRING

campaigns

The campaigns table contains info about your Marketo campaigns

Replication Method	CDC
Primary Key	id
Replication Key	updatedAt
Useful links	Marketo documentation

Join campaigns with	on
programs	campaigns.programId = programs.id

active

BOOLEAN

createdAt

DATE-TIME

description

STRING

INTEGER

name

STRING

programId

INTEGER

programName

STRING

type

STRING

updatedAt

DATE-TIME

workspaceName

STRING

leads

The leads table contains info about your Marketo leads.

The Replication Key for this table varies depending on your Marketo account setup:

If updatedAt filtering is enabled, this table will use updatedAt as the Replication Key
If updatedAt filtering isn’t enabled, this table will use createdAt as the Replication Key. Additionally, data will be loaded using Append-Only loading.

Join leads with	on
activities	leads.id = activities.leadId

lists

The lists table contains info about the static lists in your Marketo account.

Note: Due to some of the limitations in Marketo API, only static lists will be replicated.

Replication Method	CDC
Primary Key	id
Replication Key	updatedAt
Useful links	Marketo API method

createdAt

DATE-TIME

description

STRING

INTEGER

name

STRING

programName

STRING

updatedAt

DATE-TIME

workspaceName

STRING

programs

The programs table contains info about your Marketo programs. Programs can be parents to most types of assets in Marketo and allow you to track membership and success of leads.

Replication Method	CDC
Primary Key	id
Replication Key	updatedAt
Useful links	Marketo API method

Join programs with	on
campaigns	programs.id = campaigns.programId

channel

STRING

createdAt

DATE-TIME

description

STRING

folder

OBJECT

This is a nested data structure:

folderName: STRING
type: STRING
value: INTEGER

INTEGER

name

STRING

status

STRING

type

STRING

updatedAt

DATE-TIME

url

STRING

workspace

STRING

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