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This page describes how to use Census with Marketo. |
In this guide, we will show you how to connect Marketo to Census and create your first sync.
- Have your Census account ready. If you need one, create a Free Trial Census account now.
- Have your Marketo account ready, with admin access to create API-only users and API credentials.
- Have the proper credentials to access to your data source. See our docs for each supported data source for further information:
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.
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.
You can view/edit role permissions in Admin, Users & Roles, then clicking the Roles tab.
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
- Read-Write Named Accounts.
- Read-Write Assets
To use Custom Objects, we'll also need Read-Write Custom Object and Read-Write Custom Object Type.
{% hint style="warning" %} Note: Even though your Marketo instance may support Custom Objects, the Custom Object Metadata API is not an out-of-the-box feature on Select Plans at Marketo and doesn’t automatically come with Custom Objects. If you still don't see Custom Objects in Census, you may need to contact your Marketo Account Manager to make sure you have access to the Custom Object Metadata API. {% endhint %}
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.
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.
With all three pieces of information, return to Census and visit the Destinations tab. Click on the New Destination 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!
{% hint style="info" %} Learn more about all of our sync behaviors on our Core Concepts page. {% endhint %}
| Object Name | Supported? | Sync Keys | Behaviors |
|---|---|---|---|
| Lead | ✅ | Object ID, any Text/Number | Update or Create, Update Only, Mirror |
| Named Account | ✅ | Object ID, any Text/Number | Update or Create, Update Only |
| Custom Objects | ✅ | Object ID, any Text/Number | Update or Create, Update Only, Mirror |
| Static List Membership | ✅ | N/A | Mirror |
| Custom Activities | ✅ | N/A | Send |
{% hint style="warning" %} 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. {% endhint %}
{% hint style="info" %} Learn more about all of our sync behaviors in our Syncs documentation. {% endhint %}
Contact us if you want Census to support more Marketo objects and/or behaviors
Contact us via [email protected] or start a conversation with us via the in-app chat.