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  • Data Integration Connectors
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Table of Contents

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  1. Preface
  2. Introduction to Marketo V3 Connector
  3. Connections for Marketo
  4. Marketo sources and targets
  5. Synchronization Tasks with Marketo
  6. Mappings and Mapping tasks with Marketo
  7. Troubleshooting
  8. Data type reference
  9. Marketo activity type reference

Marketo V3 Connector

Marketo V3 Connector

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Advanced Source Properties

Advanced Source Properties

In a task, you can configure a Source transformation to represent an Marketo V3 object as the source to read data from Marketo.
The following table describes the advanced source properties for source objects:
Property
Description
Lead - Filter Field
The field name to use for filtering leads that you want to read from Marketo. Enter only one field. ID and email are common filter values.
Ensure that the data in the field that you specify does not contain null values.
Lead - Filter Values CSV File
The location of the CSV file where the filter values are present when you specify a
Filter Field
 value.
Lead - Filter Values
The filter values based on which you can filter the lead data when you specify a
Filter Field
 value.
To get data from the lead object based on multiple filter values, specify the filter IDs for the lead object each separated by a comma.
Lead - List Id
The list ID for retrieving leads from a specific list.
The list ID appears on the URL when you select the list in Marketo.
Lead - Partition Name
The Lead - Partition Name property is deprecated.
Lead - Program Id
The program ID for retrieving a lead.
When you specify a program ID, you get the following default fields of the lead: progressionStatus, stream, nurtureCadence, isExhausted, acquiredBy, reachedSuccess, reachedSuccessDate, and membershipDate
To get multiple leads, specify multiple program IDs, each separated by a comma.
Lead - Activity Type Id
The activity type ID to get lead details based on the lead activities when you select Lead as source.
To get lead details based on multiple lead activity types, enter each activity type ID separated by a comma.
Lead Activity - Activity Type Id
The activity type ID to get lead activities when you select LeadActivity as source.
To get multiple lead activities, enter each activity type ID separated by a comma.
Lead Activity - List Id
The list ID for filtering the lead activity.
To filter multiple lead activities, specify the list IDs separated by a comma.
Lead Activity - Lead Id
The lead ID for filtering the lead activity of a lead.
To filter lead activities for multiple leads, specify the lead IDs separated by a comma.
List - List Id
The list ID for the list details that you want to get from Marketo.
The list ID appears on the URL when you select the list in Marketo.
To get multiple list details, specify multiple list IDs, separated by a comma.
List - List Name
The list name to get the list from Marketo.
To get multiple lists, specify multiple list names separated by a comma.
List - Program Name
The program name to get the list associated with the program.
To get multiple lists, specify the associated program names separated by a comma.
Program - Program Id
The program ID to get the program from Marketo.
Program - Program Name
The program name to get the program from Marketo.
Program - Tag Type
The associated tag type for a program based on which you want to get the program when you specify a Tag Value for program.
Program - Tag Value
The tag value associated with a program based on which you want to get the program when you specify a Tag Type for program.
Channel - Channel Name
The channel name to get the channel from Marketo.
Email - Email Id
The ID for the email in Marketo from which you want to get email records.
Tag - Tag Name
The tag name to get the tag from Marketo.
Folder - Max Depth
The maximum number of levels to traverse in the folder hierarchy.
Default is 2.
Folder - Workspace
The name of the workspace that you want to filter.
Campaign - Campaign Id
The campaign ID to get the campaign from Marketo.
To get multiple campaigns, enter each campaign ID separated by a comma.
Campaign - Campaign Name
The campaign that you want to get from Marketo based on the campaign name.
To get multiple campaigns, enter each campaign name separated by a comma.
Smart Campaign - Max Return
The number of smart campaigns to return for each API call.
Maximum is 200. Default is 20.
Smart Campaign - Offset
The starting point to retrieve records in a smart campaign.
Smart Campaign - Latest Updated At
Excludes smart campaigns that are updated after this date and time.
Accepts date and time in the ISO-8601 format (without milliseconds). For example, 2020-07-10 15:00:00.000
Smart Campaign - Earliest Updated At
Excludes smart campaigns that are updated prior to this date and time.
Accepts date and time in the ISO-8601 format (without milliseconds). For example, 2020-07-10 15:00:00.000
Custom Obj / Oppty (Role) / Company / Sales Per - Type Filter*
The field type to use to filter custom, opportunity, opportunity role, sales person, or company objects from Marketo.
Custom Obj / Oppty (Role) / Company / Sales Per - Values Filter*
The location of the CSV file that contains the filter values to get specific custom, opportunity, opportunity role, sales person, or company object data from Marketo.
Ensure that each filter value is on a separate line in the CSV file.
Custom Obj / Oppty (Role) / Company / Sales Per - Fields Filter*
The names of the custom, opportunity, opportunity role, sales person, or company object fields that you want to get.
If you don't specify a filter field value, the agent uses the fields from the field mapping in the task.
Custom Obj / Oppty (Role) / Company / Sales Per - String Values Filter*
The filter values to get specific data from Marketo custom objects.
When you specify the filter values, enter the column name of the custom object on which you want to apply a filter, followed by the filter string values on consecutive lines similar to the format in a CSV file: 
Column Name
filter value1
filter value2
filter value3
General - Since Date Time
Gets lead and lead activity beginning with the specified date or date/time value.
Use one of the following formats:
  • 2016-04-01T17:00:00-0800
  • 2016-10-06
Ensure that you select No as the value in the Incremental Extract field.
General - Incremental Extract
Gets incremental lead activities or lead changes.
Choose one of the following values:
  • Yes. Gets incremental lead changes or lead activity changes from the time since the last extract. Enter the variable, $LastRunTime in Since Date Time to get incremental lead activities and lead changes.
  • No. Doesn't get incremental lead changes or lead activity changes since the last extract.
Default is No.
General - Start Date
Gets lead and lead activities beginning with the specified date value.
Use one of the following formats:
  • YYYY-MM-DD
  • YYYY-MM-DDT00:00:00Z
General - End Date
Gets lead and lead activities ending with the specified date or date/time value.
Use one of the following formats:
  • YYYY-MM-DD
  • YYYY-MM-DDT00:00:00Z
General - Concurrent Threads
The number of concurrent processing threads that the task spawns for a Marketo source to optimize the performance results to get lead details.
Specify from 1 to 10 concurrent threads for a Marketo source to optimize the performance of the task.
Default is 1.
General - Results Batch Size
The number of records that can be read in a batch.
The maximum number of records is 300.
Default is 300.
Bulk Extract - Lead/Lead Activity
Gets lead or lead activities in bulk from Marketo based on the start and end date you specify.
Default is No.
Bulk Extract- Filter type
Applicable if you select
Bulk Extract- Lead/Lead Activity
 property.
Filters records from lead based on the date that these records were created or updated.
You can only filter leads but not lead activities using this option.
You can select from the following options to filter records from leads:
  • createdAt
    . Fetches the specified records solely based on the date they were created.
  • updatedAt
    . Fetches the specified records based on the date they were created and the date they were last updated.
Default is createdAt.
Tracing Level
Sets the amount of detail that appears in the log file.
Select one of the following options:
  • Terse
  • Normal
  • Verbose initialization
  • Verbose data
Default is Normal.
*You can configure type, values, fields, and string values filters for custom objects, opportunity, opportunity role, sales person, or company. These properties are optional.
The following table lists the advanced source properties that apply to each source object:
Source Objects
Advanced Source Property
Lead

    Lead - Filter Field, optional

    Lead - Filter Values CSV File, optional

    Lead - Filter Values, optional

    Lead - List Id, optional

    Lead - Program Id, optional

    Lead - Activity Type Id, required to extract lead details based on lead activities

    General - Concurrent Threads, optional

    General - Results Batch Size, optional

Lead Activity

    Lead Activity - Activity Type Id, required

    Lead Activity - List Id, optional

    Lead Activity - Lead Id, optional

List

    List - List Id, optional

    List - List Name, optional

    List - Program Name, optional

Program

    Program - Program Id, optional

    Program - Program Name, optional

    Program - Tag Type, required if you provide the tag value

    Program - Tag Value, required if you provide the tag type

To get program details, specify either the program ID, program name, or tag type-tag value.
Channel
Channel - Channel Name, optional
Email
Email - Email Id, required
Tag
Tag - Tag Name
Folder

    Folder - Max Depth, optional

    Folder - Workspace, optional

Campaign

    Campaign - Campaign Id, optional

    Campaign - Campaign Name, optional

Smart Campaign

    Smart Campaign - Max Return, optional

    Smart Campaign - Offset, optional

    Smart Campaign - Latest Updated At, optional

    Smart Campaign - Earliest Updated At, optional

Lead/Lead Activity

    General - Since Date Time, optional

    General - Incremental Extract, default, No

    General - Start Date, optional

    General - End Date, optional

Lead/Lead Activity

    Bulk Extract - Lead/Lead Activity

    Bulk Extract- Filter type, default, createdAt
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