Marketo

Connecting Marketo

Connecting your Marketo data to Stitch is a nine-step process:

1. Create an API-Only user role in Marketo*
2. Create a Stitch Marketo API user
3. Create an API custom service in Marketo
4. Whitelist Stitch’s IP addresses*
5. Retrieve your Marketo REST API base URLs
6. Add Marketo as a Stitch data source
7. Define the Historical Sync
8. Define the Replication Frequency
9. Select tables to sync

* Completing these steps may not be necessary depending on how your Marketo account is configured. Refer to the sections below for more detail.

Creating an API-Only User Role in Marketo

Completing this step is required only if you DON’T have an API-Only user role in your Marketo account. Skip to the next section if your account has this role.

1. Sign into your Marketo account.
2. Click the Admin option.
3. Under Admin, open the Security menu.
4. Click Users & Roles.
5. Click the Roles tab.
6. Click New Role.
7. In the Create New Role window, do the following:
   • Role Name - Enter a name for the role. If it’s specific to Stitch, make the name specific - something like “Stitch API Role.”
   • Description - Enter a description.
   • Permissions - Click the checkbox next to the Access API option.
8. Click Create.

Creating a Stitch Marketo API User

Next, you’ll create an API User for Stitch. Creating a Stitch-specific user will ensure that Stitch is easily distinguishable in any logs or audits.

1. Click the Admin option.
2. Under Admin, open the Security menu.
3. Click Users & Roles.
4. In the Users tab, click Invite New User.
5. In the INFO section, enter an email address and first and last name.
6. Click Next.
7. In the PERMISSIONS section, click the checkboxes next to the API User Role you created and the API Only option.
8. Click Next.
9. In the MESSAGE section, click the Send button to create the user.

Creating an API Custom Service in Marketo

To generate the API credentials you need to connect Stitch to Marketo, you need to create an API Custom Service and associate it with the Stitch API user.

1. In AAdmin, open the Integration menu.
2. Click LaunchPoint.
3. Click New and then New Service.
4. In the New Service window, do the following:
   • Display Name - Enter “Stitch”.
   • Service - Select Custom from the dropdown.
   • Description - Enter a description.
   • API Only User - Select the Stitch user you created.
5. Click Create.
6. After the service is created, it’ll display in the Installed Services grid. Click the View Details link to display your API credentials.
7. Copy the Client ID and Secret into a text file.

Whitelisting Stitch’s IP Addresses

Completing this step is required only if you have IP Restriction enabled. You can check if this setting is enabled by clicking Admin > Web Services and looking in the IP Restrictions section. If this setting isn’t enabled, skip ahead to the next step.

1. In the Integration menu, click Web Services.
2. In the IP Restrictions section, click the Edit button.
3. In the Allowed Addresses field, paste one of the IP addresses listed below and then click Add.

• 52.23.137.21/32

• 52.204.223.208/32

• 52.204.228.32/32

• 52.204.230.227/32

1. Repeat step 4 until all the Stitch IP addresses are added.
2. Click the Save button.

Leave the Web Services page open - you’ll need it in the next step.

Retrieving Your Marketo REST API Base URLs

The last thing you need to do is retrieve your Marketo REST API base URLs.

1. On the Web Services page, scroll down to the REST API section.
2. In this section, find the Endpoint and Identity fields.
3. Copy these URLs into the text file where you have your Client ID and Client Secret.

Add Marketo as a Stitch Data Source

1. On the Stitch Dashboard page, click the Add an Integration button.

2. Click the Marketo icon.

3. Enter a name for the integration. This is the name that will display on the for the integration; it’ll also be used to create the schema in your data warehouse.

   For example, the name “Stitch Marketo” would create a schema called stitch_marketo in the data warehouse. This schema is where all the tables for this integration will be stored.

4. In the Endpoint Base URL field, paste your Marketo REST API Endpoint URL.
5. In the Identity Base URL field, paste your Marketo REST API Identity URL.
6. In the Client ID field, paste your Marketo API Client ID.
7. In the OAuth Client Secret field, paste your Marketo API Client Secret.

Defining the Historical Sync

The Sync Historical Data setting will define the starting date for your Marketo integration. This means that data equal to or newer than this date will be replicated to your data warehouse.

Change this setting if you want to sync data beyond Marketo’s default setting of 1 year. For a detailed look at historical syncs, check out the Syncing Historical SaaS Data article.

Define the Replication Frequency

The Replication Frequency controls how often Stitch will attempt to replicate data from your Marketo integration. By default the frequency is set to 30 minutes, but you can change it to better suit your needs.

Before setting the Replication Frequency, note that:

• The more often Marketo is set to replicate, the higher the number of replicated rows.

• The number of rows in the source may not equal the number of rows replicated by Stitch. Tables that use Full Table Replication will result in a higher number of replicated rows.

• If you’re using a data warehouses that doesn’t natively support nested structures, you’ll see a higher number of replicated rows due to the de-nesting Stitch performs.

To help prevent overages, we recommend setting the Replication Frequency to something less frequent - like 6 hours instead of 30 minutes. For tips on reducing your row count, check out the Reducing Your Row Count section of our Billing Guide.

After selecting a Replication Frequency, click Save Integration.

Marketo’s Intial Sync

After you finish setting up Marketo, you might see its Sync Status show as Pending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, a Pending status indicates that Stitch is in the process of scheduling the initial sync for the integration. This may take some time to complete.

Replicating Marketo Data

By default, all Marketo accounts have a maximum number of 10,000 daily account calls. Stitch’s Marketo integration is designed to use up to 8,000 of these calls per day to allow other applications API access to your Marketo account.

When the 10,000 account call limit has been reached, Stitch will be unable to replicate any Marketo data until more API quota is available. If you find that the 10,000 call limit isn’t enough, please contact Marketo support to inquire about raising the limit.

Marketo Schema

Stitch's Marketo integration includes these tables:

• activities
• activity_types
• leads
• lists

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