Infer’s Platform integrates with Marketo data via Marketo’s REST API. The data provided is used across multiple Infer products, specifically in the model building process and Infer's Profile Management Platform.
This document instructs the user how to gather the following information which Infer needs to set up the Marketo Sync:
- Step 1: Create an Infer API Role
- Step 2: Create an Infer API User
- Step 3: Create a new custom service in Marketo
- Step 4: Provide Infer with the Client ID, Client Secret and Authorized User for the new service
- Step 5: Provide Infer with the REST API Endpoint
- Step 6: Provide Infer with the SOAP API Details
Step 1: Create an Infer API Role
After logging into Marketo with an Admin account, select the “Admin” button from the top bar.
Once inside the Admin panel, navigate to Users & Roles, then to the Role Tab, and Create New Role.
Name the role 'Infer API'.
In the permissions section below the Role Name, expand the section titled Access API and check the box next to all of the "Read-Only" entries. The entries may include the list seen below. If there are additional "Read-Only" entries, make sure to check them all.
- Read-Only Activity
- Read-Only Activity Metadata
- Read-Only Assets
- Read-Only Campaign
- Read-Only Company
- Read-Only Custom Object
- Read-Only Lead
- Read-Only Named Account
- Read-Only Opportunity
- Read-Only Sales Person
Step 2: Create an Infer API User
Select the 'Admin' tab from the top bar. Once inside the Admin panel, navigate to Users & Roles, then to the Users Tab, and Create New User.
Check 'Infer API Role' and 'API Only' and set the email to 'ops-CompanyNameemail@example.com.'
Step 3: Create a Custom Service
On the left-side menu of the the Admin panel, click on the “LaunchPoint” link.
From within the LaunchPoint menu, we will now create a New Service by clicking on the “New” tab at the top of the page and then selecting “New Service.”
We will define this new service as described below:
Display Name: Infer API Service
Description: Infer Service
API Only User: Select the 'ops-COMPANY_NAMEfirstname.lastname@example.org' user from this list (where COMPANY_NAME is your actual company's name)
Press Create, and move on to Step 3.
Step 4: Provide Infer with the Client ID, Client Secret, and Authorized User for the new Service
After creating the Service, we can now select the “View Details” link next to retrieve the first set of information that needs to be sent to Infer to complete the integration.
The Details panel will give us the following information, in this example, the Client ID and Client Secret have been replaced with Xs, however, your Marketo instance will have a mix of characters that make up this information.
Now that we have copied down the Client ID, Client Secret and Authorized User, we can move onto the final step which is finding the REST API endpoint.
Step 5: Provide Infer with the REST API Endpoint
Back in the left-pane of the Admin panel, above the “LaunchPoint” link is a “Web Services” link. Select this link and we will be one step closer to finishing the Marketo sync!
The Web Services panel contains multiple API endpoints. For the purposes of the Infer integration, we will want to scroll down to the “REST API” section and retrieve the “Endpoint” URL. In the example below, the Endpoint URL is https://123-WPS-321.mktorest.com/rest. Every Marketo instance has a similarly structured URL, however, the initial characters in the URL vary by instance.
After providing Infer with the Endpoint API, Infer will begin to sync your Marketo data. The length of the sync will depend on the amount of data in your Marketo instance, however, feel free to reach out to your Infer representative or email@example.com if you have questions.
Step 6: Provide Infer with the SOAP API Details
In the same Web Services panel, you'll see the SOAP API section. Infer will need the Endpoint, User ID, and Encryption Key.