Marketo

Guide to integrate your Marketo with Sprinkle

Pipeline Concepts

Before setting up the Pipeline, learn about Pipeline concepts here

Step by Step Guide

STEP-1: Configure Connection

To learn about Connection, refer here

• Log into Sprinkle application

• Navigate to Ingest -> Connections Tab -> New Connection ->

• Select Marketo

• Provide all the mandatory details

To get the details:

Login to your Marketo account and in the admin section, click on “Users and Roles” on the left panel. Create a new role. Reveal the list of role permissions by clicking Access API. Post this, an API-only user needs to be created and associated (On clicking the checkbox) with the API role created in the previous step.

Create a custom application, Admin -> Launch point -> Create a new service. On providing the display name, service type, description and email. On clicking “view details” Client ID and Client Secret are obtained. Marketo Admin -> Web Services Panel -> Endpoint URL and below that Identity URL can also be found.

• Name: Name to identify this connection

• Client Id

• Client Secret

• Endpoint Url

• Identity Url

• Test Connection

• Create

STEP-2: Configure Pipeline

To learn about Pipeline, refer here

• Navigate to Ingest -> Pipeline Tab -> Add ->

• Select Marketo

• Provide the name -> Create

• Connection Tab:

  • From the drop-down, select the name of connection created in STEP-2

  • Update

STEP-3: Create Dataset

Datasets Tab: To learn about Dataset, refer here. Add Dataset for each report/dataset that you want to integrate, providing following details

• Report Type (Required): Select from drop-down:

  • Activity_Types

  • Custom_Activity_Types

  • Campaigns

  • Smart_Campaigns

  • Channels

  • Custom_Objects

  • Emails

  • Lists

  • Smart_Lists

  • Segmentations

  • Programs

  • Tag_Types

• Flatten Level(Required) : Select One Level or Multi Level. In one level, flattening will not be applied on complex type. They will be stored as string. In multi level, flattening will be applied in complex level till they become simple type.

• Destination Schema (Required) : Data warehouse schema where the table will be ingested into

• Destination Table name (Required) : It is the table name to be created on the warehouse. If not given, sprinkle will create like ds_<datasourcename>_<tablename>

• Destination Create Table Clause: Provide additional clauses to warehouse-create table queries such as clustering, partitioning, and more, useful for optimizing DML statements. Learn more on how to use this field.

• Create

STEP-4: Run and schedule Ingestion

In the Ingestion Jobs tab:

• Trigger the Job, using Run button

• To schedule, enable Auto-Run. Change the frequency if needed

Dataset Fields

All the datasets can have the following fields

emails

• id

• name

• description

• createdat

• updatedat

• url

• subject_type

• subject_value

• fromname_type

• fromname_value

• fromemail_type

• fromemail_value

• replyemail_type

• replyemail_value

• folder_type

• folder_value

• folder_foldername

• operational

• textonly

• publishtomsi

• webview

• status

• template

• workspace

• isopentrackingdisabled

• version

• autocopytotext

activity_types

• id name

• description

• primaryattribute_name

• primaryattribute_datatype

• attributes_0__name

• attributes_0__datatype

• attributes_1__name

• attributes_1__datatype

• attributes_2__name

• attributes_2__datatype

• attributes_3__name

• attributes_3__datatype

• attributes_4__name

• attributes_4__datatype

• attributes_5__name

• attributes_5__datatype

• attributes_6__name

• attributes_6__datatype

• attributes_7__name

• attributes_7__datatype

• attributes_8__name

• attributes_8__datatype

• attributes_9__name

• attributes_9__datatype

• attributes_10__name

• attributes_10__datatype

• attributes_11__name

• attributes_11__datatype

• attributes_12__name

• attributes_12__datatype

• attributes_13__name

• attributes_13__datatype

programs

• id

• name

• description

• createdat

• updatedat

• url

• type

• channel

• folder_type

• folder_value

• folder_foldername

• status

• workspace

• exheadstart

smart_campaigns

• id

• name

• description

• createdat

• updatedat

• status

• type

• issystem

• isactive

• isrequestable

• iscommunicationlimitenabled

• recurrence_weekdayonly

• qualificationruletype

• qualificationruleinterval

• qualificationruleunit

• workspace

• smartlistid

• flowid

• ecomputedurl

smart_lists

• id

• name

• createdat

• updatedat

• url

• folder_id

• folder_type

• workspace

• description

segmentations

• id

• name

• description

• createdat

• updatedat

• url

• folder_type

• folder_value

• status

• workspace

lists

• id

• name

• workspaceid

• workspacename

• createdat

• updatedat

channels

• id

• name

• applicableprogramtype

• progressionstatuses_0__name

• progressionstatuses_0__step

• progressionstatuses_0__type

• progressionstatuses_0__success

• progressionstatuses_0__hidden

• progressionstatuses_1__name

• progressionstatuses_1__step

• progressionstatuses_1__type

• progressionstatuses_1__success

• progressionstatuses_1__hidden

• progressionstatuses_2__name

• progressionstatuses_2__step

• progressionstatuses_2__type

• progressionstatuses_2__success

• progressionstatuses_2__hidden

• createdat

• updatedat

• progressionstatuses_3__name

• progressionstatuses_3__step

• progressionstatuses_3__type

• progressionstatuses_3__success

• progressionstatuses_3__hidden

• progressionstatuses_4__name

• progressionstatuses_4__step

• progressionstatuses_4__type

• progressionstatuses_4__success

• progressionstatuses_4__hidden

• progressionstatuses_5__name

• progressionstatuses_5__step

• progressionstatuses_5__type

• progressionstatuses_5__success

• progressionstatuses_5__hidden

• progressionstatuses_6__name

• progressionstatuses_6__step

• progressionstatuses_6__type

• progressionstatuses_6__success

• progressionstatuses_6__hidden

• progressionstatuses_7__name

• progressionstatuses_7__step

• progressionstatuses_7__type

• progressionstatuses_7__success

• progressionstatuses_7__hidden

• progressionstatuses_8__name

• progressionstatuses_8__step

• progressionstatuses_8__type

• progressionstatuses_8__success

• progressionstatuses_8__hidden

describe_leads

• id

• displayname

• datatype

• length

• rest_name

• rest_readonly

• soap_name

• soap_readonly

custom_activity_types

• apiName

• attributes

• createdAt

• description

• filterName

• id

• name

• primaryAttribute

• status

• triggerName

• updatedAt

custom_objects

• createdAt

• dedupeFields

• description

• displayName

• pluralName

• fields

• idField

• apiName

• relationships

• searchableFields

• updatedAt

• state

• version

campaigns

• id

• name

• active

• createdAt

• description

• programId

• programName

• type

• updatedAt

• workspaceName

tag_types

• applicableProgramTypes

• required

• tagType