Marketo REST Connector Guide > Data Synchronization Tasks with Marketo > Marketo Sources in Data Synchronization Tasks

Marketo Sources in Data Synchronization Tasks

You can use a Marketo object as a single source in a Data Synchronization task.

You configure Marketo source properties on the Source page of the Data Synchronization Task wizard.

The following table describes the Marketo source properties:

Property	Description
Connection	Name of the source connection.
Source Type	Select Single.
Source Object	Name of the source object. The source objects include lead, activity, list, campaign, leadactivity, and custom objects. You can choose one of the following source objects when you read data from Marketo: - Lead. A contact within a Marketo lead database. - Activity. The interaction of a lead with a product. - List. A collection of leads. - LeadActivity. The interest shown by a lead for a product and the interaction of a lead with the product. - Campaign. A specific purpose and goal within a marketing program tracked in Marketo. - Custom Objects. Custom object records in Marketo.

You need to configure specific advanced properties to use a specific source object in a Data Synchronization task.

Lead Source Properties

You configure the advanced source properties on the Schedule page of the Data Synchronization Task wizard.

The following table describes the advanced source properties for a lead source object:

Advanced Property	Description
Filter Field	The field name to use for filtering leads that you want to read from Marketo. You can specify only one field. Ensure that the data in the field that you specify do not contain null values.
Filter Values CSV File	The location of the .csv file where the filter values are present. Required if you specify the Filter Field value.
Results Batch Size	The number of records that the Secure Agent can read in a batch when there is a large amount of data. The maximum number of records that you can add to a batch is 300. Default is 300.
Partition Name	Comma-separated partition names in Marketo from where you want to retrieve leads. Each partition in a Marketo database contains a specific set of leads.
List Id for List Details	Comma-separated list IDs to retrieve the leads that the list contains. Note: The list ID appears on the URL when you select the list in Marketo.
List Id For Leads	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.
List Name	Comma-separated list names from which you want to retrieve the leads contained in that list.
Program Id	Comma-separated program IDs for retrieving leads. When you specify a program ID, you retrieve the following default fields of the lead: progressionStatus, stream, nurtureCadence, isExhausted, acquiredBy, reachedSuccess, reachedSuccessDate, and membershipDate
Program Name	Comma-separated program names to retrieve the list details associated with the program.
Activity Type Id	Required parameter to retrieve the lead activity changes. Comma-separated activity type IDs in Marketo from which you want to read the lead activity changes. You can configure the following properties: - Specify the Since Date Time or Since Last Extract Time, along with the Activity Type ID, to retrieve the lead activity changes. - Specify the Since Date Time or Since Last Extract Time, along with the List ID for Leads and Activity Type ID, to retrieve the lead activity changes from a specified list.
Since Date Time	Required parameter with List ID for Leads to retrieve lead changes from a specific list. Required parameter with Activity Type ID and List ID for Leads to retrieve lead activity changes for leads from a specific list. The date and time from which you want to retrieve the lead activities or lead changes. For example, you must specify the date in the following format: 2015-02-01T13:22:17-08:00 Ensure that you select No as the value in the Since Last Extract field.
Since Last Extract	Required parameter with List ID for Leads to retrieve lead changes from a specific list. Required parameter with Activity Type ID and List ID for Leads to retrieve lead activity changes for leads from a specific list. Retrieves the lead activities or lead changes from the last extracted date. Select one of the following values: - Yes. Retrieves the lead changes or lead activity changes from the time since the last extract. - No. Does not retrieve the lead changes or lead activity changes since the last extract. If you specify a value for the Since Date Time, you must select No as the value in the Since Last Extract field. Default is No. Note: If you have multiple tasks that use the since last extract, the Secure Agent overwrites the since last extract value with the latest value from the last task that you run.
Start Date	The start date from when you want to retrieve the lead or lead activity changes. For example, you must specify the start date in the following format: 2014-11-30
End Date	The end date to when you want to retrieve the lead or lead activity changes. For example, you must specify the start date in the following format: 2015-11-30

LeadActivity Source Object Properties

You configure the advanced LeadActivity source properties on the Schedule page of the Data Synchronization Task wizard.

The following table describes the advanced source properties for a lead source object:

Advanced Property	Description
Activity Type Id	Required parameter to retrieve the lead activity changes. Comma-separated activity type IDs in Marketo from which you want to read the lead activity changes. You can configure the following properties: - Specify the Since Date Time or Since Last Extract Time, along with the Activity Type ID, to retrieve the lead activity changes. - Specify the Since Date Time or Since Last Extract Time, along with the List ID for Leads and Activity Type ID, to retrieve the lead activity changes from a specified list.
Since Date Time	Required parameter with List ID for Leads to retrieve lead changes from a specific list. Required parameter with Activity Type ID and List ID for Leads to retrieve lead activity changes for leads from a specific list. The date and time from which you want to retrieve the lead activities or lead changes. For example, you must specify the date in the following format: 2015-02-01T13:22:17-08:00 Ensure that you select No as the value in the Since Last Extract field.
Start Date	The start date from when you want to retrieve the lead or lead activity changes. For example, you must specify the start date in the following format: 2014-11-30
End Date	The end date to when you want to retrieve the lead or lead activity changes. For example, you must specify the start date in the following format: 2015-11-30

List Source Properties

You configure the advanced source properties on the Schedule page of the Data Synchronization Task wizard.

The following table describes the Marketo advanced source properties for a list source object:

Advanced Property	Description
List Id for List Details	Comma-separated list IDs to retrieve the leads that the list contains. You retrieve the following default fields: ID, name, description, createdAt, and updatedAt. Note: The list ID appears on the URL when you select the list in Marketo.
List Name	Comma-separated list names from which you want to retrieve the leads contained in that list. When you specify the list name, you retrieve the following default fields: ID, name, description, createdAt, and updatedAt
Program Name	Comma-separated program names to retrieve the list details associated with the program. When you specify the program name, you retrieve the following default fields of the list: ID, name, description, programName, createdAt, and updatedAt

Campaign Source Properties

You configure the advanced source properties on the Schedule page of the Data Synchronization Task wizard.

The following table describes the Marketo advanced source properties for a campaign source object:

Advanced Property	Description
Campaign ID	Comma-separated campaign IDs to retrieve the campaigns from Marketo.
Campaign Name	Comma-separated campaign names for retrieving campaigns from Marketo.

Custom Source Properties

You configure the advanced custom source properties on the Schedule page of the Data Synchronization Task wizard.

The following table describes the advanced source properties for a lead source object:

Advanced Property	Description
Custom Object Filter Type	The field type to use to filter custom objects from Marketo.
Custom Object Filter Values	The location of the .csv file that contains the filter values to retrieve specific custom object fields from Marketo. Ensure that each filter value is on a separate line in the .csv file.
Custom Object Fields	The names of the custom object fields that you want to retrieve.

Marketo Source Data 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 Informatica Cloud 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 Data Synchronization task with the insert operation and configure the following objects:

Source: The source object for a Data 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 Data Synchronization task.; Specify the Activity Type IDs as 12,13, where 12 represents leads that were created and 13 represents leads that were edited. Specify the Since Date Time as 2015-08-26T10:00:00+0530 in the advanced source properties of the Data Synchronization task.
Target: Use the .csv file as the target object in the Data 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 Data Synchronization task, the Secure Agent writes the retrieved lead IDs to the target flat file.; The Secure Agent retrieves the following data from Marketo and writes that data to the flat file based on the fields you mapped in the Data Synchronization task:; Marketing managers can use the lead ID information to place sales orders to leads who show interest in the product. Marketing managers can also create another task and use the lead IDs to retrieve the lead details.