Task Factory Marketo

Important:  Users need to visit Marketo's developer website to create an application before using the Marketo components. Once created, Marketo assigns the Client ID and Client Secret information needed to connect to their API.

Note:  Marketo is available for SQL Server versions 2012 and higher.

Connection Manager

Marketo Connection Manager

Used with the Marketo Source and Marketo Destination data flow components.

Connection Settings Tab

Task Factory Marketo Connection Manager Connection Settings

OptionDescription
Marketo Rest Identity UrlIn this field, users should enter the Url of the web service they wish to connect to.
Client IDThe application ID assigned by Marketo.
Client SecretThe secret password assigned by Marketo.
Test ConnectionUsers can test their connection once all fields have been entered. In the pane below, connection and access token information displays.

Proxy Tab

Task Factory Marketo Connection Manager Proxy tab

OptionDescription
Proxy HostThe IP address or Url used when utilizing a proxy connection.
Proxy PortThe port number that corresponds to the Url proxy host.
User NameThe username needed to authenticate to the proxy.
Password The password needed to authenticate to the proxy.
Marketo Source

Marketo Source

Source IconSource Description
Task Factory Marketo Source IconThe Marketo Source is a data flow component used to retrieve leads, opportunities, and other objects for users that employ the Marketo automated marketing software. See the Marketo Connection Manager to learn more about setting up this component's connection manager.

Marketo Source Settings Tab

Task Factory Marketo Source Settings tab

OptionDescription
Connection ManagerIn this field, users can create a new connection manager or select a pre-existing one.
Api End PointsIn this field, users select the Api they wish to connect to. Selections include but are not limited to Leads - Get Activity Types, Leads, Get Lead Activities, and a custom setting that allows users to configure the component to endpoints not included (selecting the View Api Documents link can assist users with configuration information for all available endpoints.) Selecting an endpoint auto-populates that field's parameters and commonly used Output Columns.
API QueryThis field defines the query called to Marketo's web API. Although several end points have been pre-configured, users can type in or paste custom calls that are not included with the component.
Root Json PathMarketo returns raw data in Json format, therefore, users need to define the root path when creating custom queries or retrieving information from different levels.
Pause Between Round Trips (Seconds)The number of seconds between calls to Marketo.
Query ParametersOptional and required parameters to be configured by the user to filter or set the results being returned. Parameter values can be set dynamically by entering the variable name.

Example: <@User::leadID>
Output ColumnsIn this window, users can add and remove columns and define their name, token path (defined within the raw data), data type, length, precision, scale, and code page.

Marketo Source Preview Tab 

Task Factory Marketo Source Preview tab

Option Description
Preview DataSelecting this button returns the results and raw data based on the user-defined settings.
ResultsIn this window, users can see a preview of the first rows of data that output based on the configuration.
Raw DataThis window displays Json data in raw form based on the configuration in the Settings tab. Developers can use this to help determine root and token paths and other fields that can be used.
Marketo Destination

Marketo Destination

Destination IconDestination Description
Task Factory Marketo Destination IconThe Marketo Destination is a data flow component that connects to the Marketo automated marketing software and allows users to insert, update, delete, and duplicate data such as Leads and Opportunities. See the Marketo Connection Manager to learn more about setting up this component's connection manager.

Task Factory Marketo Destination

OptionDescription
Connection Manager
In this field, users can create a new connection manager or select a pre-existing one.
Destination Object
In this field, users can select between objects (such as Leads and Opportunities) within their Marketo account.
Batch Size
In this field, users can adjust the batch size to help optimize performance.

Note:  300 is the default and maximum value allowed by the Marketo Api.
Action
This object selects which action the component performs. Actions include Create (insert), Create or Update (default, upsert), Update Only, Delete, and Duplicate.
Pause Between Round Trips (Seconds)
The number of seconds between calls to the application.
Add Parameter
Some calls require parameters during processing. These parameters can be added with this button.

Examples: the dedupeFields parameter is needed when deduping leads..
Remove Parameter
Deletes the selected item in the Object Parameters list.
Delete By
This field identifies which key to use when performing a delete action.
Object Parameters
In this window, users can configure optional and required parameters determined by the object and action being performed. Parameter values can be set dynamically by entering the variable name.

Example: <@User::leadID>

dedupeField - Determines how the dedupe occurs on the entity (eg. through an ID column or the dedupe fields.
Column Mappings
In this window, users map the input and destination columns.  

Note:  Like-named columns are auto mapped once an object and action is defined.

Additional Information:  See the Task Factory Error Row Handling article for more information about this functionality.