Marketo (v2)

Marketo integration summary

Stitch’s Marketo integration replicates data using the Marketo REST API and Marketo Bulk API. Refer to the Schema section for a list of objects available for replication.

Marketo feature snapshot

A high-level look at Stitch's Marketo (v2) integration, including release status, useful links, and the features supported in Stitch.

Connecting Marketo

Marketo setup requirements

To set up Marketo in Stitch, you need:

• Admin permissions in Marketo. Marketo Admin permissions are required to complete portions of the setup process.

Prior to set up, we recommend that you monitor your Marketo API call usage if other applications are also connected to your Marketo account. While Stitch is designed to use only a portion of your allotted API calls, replication may be impacted if numerous applications are using the API.

See the Replication section for more details.

Step 1: Create an API-only user role in Marketo

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.

Step 2: Create a Stitch Marketo API user

Next, you’ll create an API User for Stitch. Creating a Stitch-specific user ensures 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.

Step 3: Create 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 Admin, 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.

Step 4: Whitelist Stitch's IP addresses in Marketo

• Step 4.1: Verify your Stitch account’s data pipeline region

• Step 4.2: Add Stitch’s IP addresses to Marketo’s Web Services whitelist

Step 4.1: Verify your Stitch account's data pipeline region

The IP addresses you’ll whitelist depend on the Data pipeline region your account is in.

1. Sign into your Stitch account, if you haven’t already.
2. Click User menu (your icon) > Manage Account Settings and locate the Data pipeline region section to verify your account’s region.

3. Locate the list of IP addresses for your region:

   • North America region IP addresses

   • Europe region IP addresses

Keep this list handy - you’ll need it in the next step.

Step 4.2: Add Stitch's IP addresses to Marketo's Web Services whitelist

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 you retrieved in the previous step.
4. Repeat step 4 until all the Stitch IP addresses for your data pipeline region are added.
5. Click the Save button.

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

Step 5: 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.

Step 6: Add Marketo as a Stitch data source

1. Sign into your Stitch account.

2. On the Stitch Dashboard page, click the Add Integration button.

3. Click the Marketo icon.

4. Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

   For example, the name “Stitch Marketo” would create a schema called stitch_marketo in the destination. Note: Schema names cannot be changed after you save the integration.

5. In the Endpoint Base URL field, paste your Marketo REST API Endpoint URL.
6. In the Identity Base URL field, paste your Marketo REST API Identity URL.
7. In the Client ID field, paste your Marketo API Client ID.
8. In the OAuth Client Secret field, paste your Marketo API Client Secret.
9. In the Max Daily API Calls field, either keep the default 40,000 value or use a larger number based on your Marketo API Quota.

Step 7: Define the historical replication start date

The Sync Historical Data setting defines 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 replicate data beyond Marketo’s default setting of 1 year. For a detailed look at historical replication jobs, check out the Syncing Historical SaaS Data guide.

Step 8: Create a replication schedule

In the Replication Frequency section, you’ll create the integration’s replication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

Marketo integrations support the following replication scheduling methods:

• Replication Frequency

• Anchor Scheduling

• Advanced Scheduling using Cron (Advanced or Premium plans only)

To keep your row usage low, consider setting the integration to replicate less frequently. See the Understanding and Reducing Your Row Usage guide for tips on reducing your usage.

Step 9: Set objects to replicate

The last step is to select the tables and columns you want to replicate. Learn about the available tables for this integration.

Note: If a replication job is currently in progress, new selections won’t be used until the next job starts.

• Selection options
• Individual tables and columns
• All tables and columns

Initial and historical replication jobs

After you finish setting up Marketo, its Sync Status may 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 replication job for the integration. This may take some time to complete.

Free historical data loads

The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.

Marketo replication

• Marketo Daily REST API call limits

• Activities and Leads replication

Marketo Daily REST API call limits

By default, all Marketo accounts have a maximum number of 50,000 daily account calls.

The integration’s Max Daily API Calls field dictates the quantity of your total API quota Stitch is allowed to use per 24 hour period. Note: This includes API usage from other apps. By default, Stitch’s Marketo integration will use up to 40,000 of these calls per day, which can be increased or reduced by setting a Max Daily API Calls value.

When the integration detects that the source account’s quota usage has exceeded the specified Max Daily API Calls limit, Stitch will be unable to replicate any Marketo data until more API quota is available. If you find that the 50,000 total call limit isn’t enough, contact Marketo support to inquire about raising your limit.

Activities and Leads replication

To efficiently replicate activity and lead data, Stitch’s Marketo integration uses the Bulk API to extract data. While this approach is more efficient than the REST API, it may also impact your overall row count and frequency with which data is replicated.

Leads replication

To incrementally replicate leads data, Marketo requires the authorizing account to have the ability to filter using the updatedAt field. This allows Stitch to use an updatedAt query parameter to extract only new and updated data from the leads endpoint.

If your account doesn’t have this filter enabled, Stitch will use the createdAt field to incrementally replicate leads data. Note: This will result in data for this table using Append-Only loading.

Bulk API limits

Part of the extraction process using the Bulk API involves writing and downloading a file of the extracted data. Stitch then pushes the data from this file into your destination.

Marketo currently limits the amount of data pulled on a daily basis to 500MB. Exceeding the limit will pause replication until midnight CT, when it will be possible to resume.

Marketo table reference

activities.activityTypeId = activity_types.id

activities.leadId = leads.id

activity_types.id = activities.activityTypeId

leads.id = activities.leadId

programs.id = campaigns.programId

campaigns.programId = programs.id

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