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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.

Preparing for authentication

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

정보 메모사용하는 계정에 가져오려는 테이블에 대한 읽기 액세스 권한이 있는지 확인합니다.

You need administrator permissions in your Marketo account.

To create an API-only user role:

  1. Log into your Marketo account.
  2. Navigate to Admin > Users & Roles.
  3. Click the Roles tab and then New Role.
  4. 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.
  5. Click Create.

To create an API-only user:

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

To create an API Custom Service:

  1. Log into your Marketo account.
  2. Navigate to Admin > LaunchPoint.
  3. Click the New tab and then New Service.
  4. 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.
  5. Click Create.
  6. In the Installed Services section, click View Details.
  7. 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:

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

To retrieve the base URLs:

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

Creating the connection

자세한 내용은 SaaS 응용 프로그램에 연결을 참조하십시오.

  1. 필요한 연결 속성을 입력합니다.
  2. 연결 이름에 연결 이름을 입력합니다.

  3. 연결이 만들어질 때 연결에 대한 메타데이터를 정의하려면 연결 메타데이터 열기를 선택합니다.

  4. 만들기를 클릭합니다.

Connection settings
SettingDescription
Data gateway

사용 사례에 필요한 경우 데이터 이동 게이트웨이를 선택합니다.

정보 메모

이 필드는 데이터 이동 게이트웨이를 지원하지 않으므로 Qlik Talend Cloud 시작 구독에서는 사용할 수 없습니다. 다른 구독 계층이 있고 데이터 이동 게이트웨이를 사용하지 않으려면 없음을 선택합니다.

데이터 이동 게이트웨이의 이점과 이를 필요로 하는 사용 사례에 대한 자세한 내용은 Qlik 데이터 게이트웨이 - 데이터 이동를 참조하십시오.

Start Date

데이터를 소스에서 대상으로 복제해야 하는 날짜를 MM/DD/YYYY 형식으로 입력합니다.

Endpoint Base URLEndpoint base URL, for example: https://457-RFG-234.mktorest.com/rest.
Client IDClient ID.
Client SecretClient secret.
Max Daily API CallsMost Marketo subscriptions are allocated 50000 API calls per day.

Schema

정보 메모

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

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

id

Useful links

Marketo API method

campaigns

The campaigns table contains info about your Marketo campaigns

Replication Method

CDC

Primary Key

id

Replication Key

updatedAt

Useful links

Marketo documentation

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.

Read more about replicating this table.

Replication Method

CDC

Primary Key

id

Useful links

Marketo API method

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

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

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