Marketo V3 Connector > Synchronization Tasks with Marketo > Marketo Sources in Synchronization Tasks
  

Marketo Sources in Synchronization Tasks

You can use a Marketo object as a single source in a synchronization task.
You configure Marketo source properties on the Source page of the Synchronization Task wizard.
The following table describes the Marketo source properties:
Property
Description
Connection
Name of the source connection.
Source Type
Type of Marketo source objects.
Select Single.
Source Object
Name of the source object. You can choose one of the following source objects when you read data from Marketo:
  • - Lead
  • - LeadActivity
  • - ActivityType
  • - List
  • - Campaign
  • - Opportunity
  • - OpportunityRole
  • - SalesPerson
  • - Company
  • - Program
  • - Email
  • - Tag
  • - Folder
  • - Channel
  • - Custom Objects
You need to configure specific advanced properties to use a specific source object in a synchronization task.

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.
Note: 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.
Note: 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.
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
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

Marketo Source Synchronization Example

You work in the marketing industry, and business analysts in your enterprise need to manage a product campaign. You want to use Marketo to discover Leads who show interest in the product. You want to export all the new and updated Leads and their corresponding details from Marketo and import that data into a Customer Relationship Management (CRM) system.
You read the Lead data by using Data Integration and write that data to a flat file. The marketing team can decide which of the Leads they can use to promote the product and convert it into a sales opportunity.
Configure a synchronization task with the insert operation and configure the following objects:
Source
The source object for a synchronization task is a Marketo Lead. Use the Marketo connection to connect to Marketo and read data from Marketo. The Lead object is a single source in the synchronization task.
Specify the ActivityType IDs for new and updated leads. For example,12,13. The ActivityType IDs may differ by Marketo subscription. Specify the Since Date Time in the advanced source properties of the synchronization task.
Target
Use the .csv file as the target object in the synchronization task. Use the Flat File connection to connect to the flat file. The target includes the Lead ID field.
Mapping
Map the primary fields of the lead source object to the flat file target object.
The following image shows the mapping of the lead source with the flat file target:
When you run the synchronization task, the Secure Agent writes the retrieved Lead IDs to the target flat file. The Lead ID can be used to retrieve lead details as necessary.