A detailed setup guide for connecting Marketo to FeedOtter.
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Setup in Marketo is relatively straightforward. It involves creating a new user with API-only access and a custom service which will allow FeedOtter to authenticate against your Marketo account. We created this condensed help topic based on documentation provided by Marketo here.
Create An API Role
While still in Admin area of your Marketo account, select Users & Roles from the left-side menu.
Create a new role. This role will contain the permissions specific to the API user we will create next. Select Roles at the top of your screen and click the New Role button.
Give the new role a name and description. In this example we called it “API Role” to remind us in the future why it was created. Under permissions, expand the Access API section and check the following 2 permissions:
Then click the Create button.
Create An API User
Now create an API-only user. This is the user account FeedOtter will use to Authenticate against Marketo’s API. Navigate to the Users tab, and click the Invite New User button.
This dialog will come up – fill in the details according to the screen shot below.
It’s important that you select the API Role you just created above, as well as checking the API Only checkbox. This will ensure that FeedOtter can only access your data through the API and can’t log in directly to the application.
NOTE: The email address is a placeholder value to track Marketo API usage. You will need to use your own email address such as “firstname.lastname@example.org”. Whether you choose to monitor this account is up to you – generally you shouldn’t need to.
Give the new role a name and description. In this example we called it “API Role” to remind us in the future why it was created. Under permissions, expand the Access API section and check the Read-Write Lead checkbox, then click the Create button.
Create A Custom Service
Now that you’ve created a user with access to the API, you need a custom service to identify the application (FeedOtter) to Marketo.
While still in Admin, navigate to LaunchPoint on the left sidebar.
Under Installed Services, click the New button.
This will bring up the New Service dialog. Fill out the dialog with the values shown below. Make sure and select the API only user you created in the previous step.
Setup in Marketo is now complete. You’ve created a role providing access to the API, and created a user assigned to that role. You’ve also created a new service to provide authentication to the FeedOtter platform.
To view the authentication credentials, click the View Details link in the service list for the FeedOtter service you just created.
FeedOtter needs the Client Id and Client Secret values you see in the dialog that comes up. You will use them in the FeedOtter connection setup in the next section.
FeedOtter uses Marketo’s REST API. Different Marketo customers have different URL’s for accessing the API, and FeedOtter needs those URL’s in order to function correctly.
The URL’s specific to your account are located under Web Services in the admin menu.
There is a section on the page called REST API with two values: Endpoint and Identity. FeedOtter only need the URL labeled Endpoint.
Configuration in Marketo is complete and you should have the four values FeedOtter requires for a successful integration:
Client secret REST API endpoint URL
Add Your Marketo Credentials to FeedOtter
Return to FeedOtter and click on your email address in the upper-right corner
Click on the “gear” in the upper-right and select Settings from the dropdown
Select Connections from the left menu
Click the New Connection button
Enter the Marketo details collected via the previous steps on the popup.
You can access your Marketo connection settings at any time by clicking on your email in the upper-right of FeedOtter and choosing Settings > Connections.