Marketo
This page describes how to use Census with Marketo.

πŸƒβ€β™€οΈ Getting Started

In this guide, we will show you how to connect Marketo to Census and create your first sync.

Prerequisites

1. Create a Marketo API User

Before setting up API credentials for Census, you'll first need a Marketo Role with API Access, as well as a user with that role.

API Access Role

None of the default Marketo Roles have API access so if this is your first API integration, you'll first need to create an API access role. Marketo's documentation walks through creating a new API Access role as well as your first user.
Whether you're using an existing role or creating a new one, please make sure it has at least the following permissions: Read-Write People and Read-Write Named Accounts. To use Custom Objects, we'll also need Read-Write Custom Object and Read-Write Custom Object Type.
You can view/edit role permissions in Admin, Users & Roles, then clicking the Roles tab.

API Only User

We recommend you create a new Marketo API User so that you can track changes made by your Census syncs. Either way, the user must be marked API Only during creation.

2. Gather Marketo API Credentials

To connect Census to Marketo, you'll need to collect three pieces of information:
  • Endpoint URL
  • Client ID
  • Client Secret
Back in Admin, expand the Integrations menu on the left and select the Web Services option. Scroll down to the REST API section. Copy and paste the Endpoint URL (you can excluding the /rest part).
Next we'll create a new LaunchPoint Service. Click on LaunchPoint and select New > New Service.
Your new service should have the following properties:
  • Display Name: Census
  • Service: Custom
  • Description: Census Data Integration
  • API Only User: [The user you created in step 1]
Once created, you'll see your new service in the list of services. Click on View Details. You will need to copy the Client ID and Client Secret here.

3. Adding Credentials to Census

With all three pieces of information, return to Census and visit the Connections tab. Click on the Add Service button and select Marketo from the menu. Copy and paste the values into the dialog and hit save. You should be clear to create a new sync!

πŸ—„ Supported Objects

Census currently supports syncing to the following Marketo objects.
Object Name
Supported?
Identifiers
Lead
βœ…
Object ID, any Text/Number
Named Account
βœ…
Object ID, any Text/Number
Custom Objects
βœ…
Object ID, any Text/Number
Static List Membership
βœ…
​
Custom Activities
πŸ”œ
​
​Contact us if you want Census to support more objects for Marketo.

πŸ”„ Supported Sync Behaviors

Learn more about all of our sync behaviors on our Core Concepts page.
Behaviors
Supported?
Objects?
Update or Create
βœ…
All
Update Only
βœ…
Lead, Named Account
Mirror
βœ…
Lead, Static List Membership
Please be aware that Update Only and Mirror make use of less efficient Marketo APIs and will result in more API usage for the same number of records.
​Contact us if you want Census to support more Sync behaviors for Marketo.

πŸš‘ Need help connecting to Marketo?

​Contact us via [email protected] or start a conversation with us via the in-app chat.
Last modified 18d ago