To get a client ID and client secret you must login to your Marketo installation as an admin.
- Go to Admin > LaunchPoint under the Integration menu.
- Click on View Details under the service that you want to use. If no services are shown, create a new one.
- Copy the client ID and client secret from the prompt.
Setup your Marketo App within Cyclr:
- Go to your Cyclr Console
- Click the Connectors menu along the top
- Choose Connector Library
- Scroll down to Marketo
- Click the Setup button
Enter the following values:
Client ID: Enter the client ID that we retrieved from LaunchPoint.
Client Secret: Enter the client secret that we retrieved from LaunchPoint.
API Subdomain: The subdomain from your api instance endpoint. For example, “https://.mktorest.com”.
Your Marketo Connector is now setup! You can test it by installing it in one of your Cyclr accounts and executing one of the methods to confirm it can return some data.
The ability to import and export csv (comma separated values), tsv (tab separated values) or ssv (space separated values) files is supported with methods from the Bulk Imports and Bulk Exports categories.
If you haven’t done so already, export your data in the chosen format.
For example, if your data is in a Google Sheets spreadsheet and you want to save that as a csv file:
Open this file in a text editor such as Notepad, Visual Studio Code etc.
Using the method Create Import Job:
Select the File Format (CSV, TSV or SSV)
Copy and paste the contents of your file into the File parameter (File parameter > Type a Value > paste the contents)
The status of the created import job can be checked with the method Get Import Job Status. Simply pass it the import job’s batch ID
To export a file (CSV, TSV or SSV) you must:
Select the Create Export Job method that suits your requirements (Activities, Leads, New Activities or New Leads)
Define the fields the export file should include (eg. firstName, lastName, email)
Optionally select the file format (if not selected this will default to CSV)
The response from this method will include the status and the Export ID for use in subsequent methods
Add the created export job to the processing queue with the method Enqueue Export Job. Select the Export Type (leads or activities) and enter the Export ID
The export job will now have a status of ‘Queued’
To check the changing status of the Export Job use the method Get Export Job Status, again providing the Export Type and Export ID
When the Export Job’s status has changed to ‘Completed’ the file is ready to download using the method Get Export File, again providing the Export Type and Export ID
Get Export File’s response will provide a ‘Download’ button. Click this to download the file to your system