Marketo V3 Connector > Marketo Sources and Targets > Marketo Sources
  

Marketo Sources

When you configure a source in a synchronization task or mapping task, select the source object to read specific data about that source. Use the source objects to search for leads, lists, lead activities, campaigns, opportunities, opportunity roles, sales person, company, program, tag, channel, email, folder, or custom object data in Marketo. You can also search for leads in the Marketo database that match a requested activity type for a date and time you specify.
You can use the following source objects in a synchronization task or mapping task:
Lead
A lead is a potential sales contact. Use the lead source object in a task and specify the information that you want to read for leads from Marketo. You can retrieve lead details when you specify the filter field, filter values, list ID, or program ID in the advanced source properties of a task. You can also retrieve lead details when you specify the activity type ID and specific periods, such as since date time, start date and end time, and incremental extract.
LeadActivity
A LeadActivity object tracks the interaction of a lead with Marketo and marketing artifacts. For example, a LeadActivity results when a lead visits a page on a website, or opens a Marketo email. You can use Marketo to understand the interests of a lead and timely communicate with the lead.
Use the LeadActivity source object in a task and provide ActivityType IDs to retrieve the corresponding lead activities from Marketo.
Note: Retrieve the ActivityType IDs for your Marketo subscription by selecting ActivityType as a source object. For example, ActivityType ID 12 is for new leads while ActivityType ID 13 is for change data value. Use these ActivityType IDs to retrieve new leads or changed leads.
ActivityType
A ActivityType object retrieves metadata for the type of lead activities but does not provide the lead activity information.
When you choose the ActivityType source object in a task, you retrieve the following ActivityType metadata:
"id","name","description","primaryAttribute_name","primaryAttribute_dataType","attributes_name","attributes_dataType"
For example, ActivityType ID =13 includes the following details:
"13","Change Data Value","Changed attribute value for a person/record","Attribute Name","integer","Source ","string"
Note: To retrieve lead activities, you must specify the LeadActivity source object and the corresponding ActivityType ID in the advanced source properties of a task.
List
A list is a collection of leads in Marketo. Marketo contains smart and static lists. A static list is a fixed list of leads, while a smart list is a dynamic collection of leads. Marketo V3 Connector supports static lists only.
You can retrieve list details such as ID, name, description, programName, createdAt, and updatedAt.
You can retrieve the list data but not the leads that are associated to the list from the list object. You can specify filters, such as the list ID, the list name, and the program name. A marketer uses a program to organize all marketing efforts. If you do not specify a filter, then all the lists are returned.
For example, the following table shows sample data retrieved for the List source object:
id
name
description
programName
createdAt
updatedAt
workspaceName
1113
SalesForceList
2013 Liz
-
2013-12-05T18:47:40Z
2015-03-09T19:46:34Z
North America
1114
ZuoraList
2013 MH
moni's list upload
2013-12-05T18:47:42Z
2013-12-05T18:49:06Z
North America
Campaign
A campaign serves a specific goal within a program that contains all the marketing efforts organized from a central location. For example, a program is an email blast, which can record when a lead is sent an email, when the lead opened the email, and whether the lead clicked a link in the email. In a campaign, you can choose a group of leads from a program to whom you can send the email blast, or notify a sales representative to follow up if a lead clicks a link within the email blast program.
For example, the following table shows sample data retrieved for the Campaign source object:
id
programName
createdAt
name
description
updatedAt
workspaceName
1037
Sales Insight - Interesting Moments
2013-11-20T18:23:02Z
Contact Me - Corporate - Decentralized and in PRGM
WWW contact me
2013-12-18T00:06:11Z
Default
2094
-
2015-09-15T16:24:14Z
InviteCampaign
-
2015-09-15T16:25:46Z
Default
Opportunity
An opportunity in Marketo represents a potential sales deal that is associated with a lead and an organization in Marketo. Leads and opportunities are related through the opportunity role object. Marketers deliver leads to sales in the form of an opportunity.
To read opportunity data from Marketo, you can use any searchable field. For example, you can use either the External Opportunity ID or the Marketo GUID. In the advanced properties, you need to specify the filter type as dedupeFields or MarketoGUID based on the field type.
The following table shows sample fields retrieved for the opportunity object:
marketoGUID
externalOpportunityId
name
description
amount
source
da42707c-4dc4-4fc1-9fef-f30a3017240a
19UYA31581L000000
Chairs
Chairs
1604.47
Inbound Sales Call/Email
da42707c-4dc4-4fc1-9fef-f30a3017240b
29UYA31581L000000
Big Dog Day Care-Phase12
Big Dog Day Care-Phase12
1604.47
Email
OpportunityRole
An opportunity role is the intersection between a given lead and an organization. The opportunity role represents the function of a lead within the organization. A lead has an opportunity role related to an opportunity. OpportunityRole object has both leadId and externalopportunityid fields to create the relationship from lead to opportunity.
The following table shows sample data retrieved for the opportunity role object:
marketoGUID
externalOpportunityId
role
leadId
isPrimary
da42707c-4dc4-4fc1-9fef-f30a3017240a
19UYA31581L000000
Chairs
3445453
0
da42707c-4dc4-4fc1-9fef-f30a3017240b
19UYA31581L000000
Chairs
34454556
1
SalesPerson
Sales person records contain the name, email, and job title that you can use for filtering leads in Marketo. Marketo manages the relationship of a sales person at the lead level through the externalSalesPersonId field.
The following table shows sample data for the sales person object retrieved from Marketo:
createdAt
externalSalesPersonId
firstName
lastName
phone
title
8/25/2016 6:23
cflores0@narod.ru
Carl
Flores
7-(269)838-4689
Assistant Media Planner
8/25/2016 6:23
wholmes1@slideshare.net
Wanda
Holmes
44-(521)609-0247
Social Worker
Company
Company is the organization to which a person belongs.
The following table shows sample data of the company object retrieved from Marketo:
createdAt
externalCompanyId
billingCity
billingCountry
website
industry
annualRevenue
8/24/2016 5:43:29 AM
2a26a9df-fdce-9c30-67c5-56952b2b5c27
Boston
USA
stevesmith.com
Transportation
9460
8/24/2016 5:43:29 AM
23d89d7a-ea99-5635-0d26-56952b59b3d8
Paris
France
briellesonnew.com
Financial
92300
Program
A program helps a marketer organize marketing efforts from one central location. For example, an email blast is a program that records record about when a lead is sent an email, when the lead opens the email, and whether the lead clicked through a link in the email.
The following table shows sample program object data retrieved from Marketo when you specify the tag type and tag value:
id
name
createdAt
url
channel
folderValue
tagType
tagValue
1057
Chan-Webtrial Campaign
2013-12-06 19:52:58+0000
https://app.marketo.com/#ME1
Webinar
228
Team
Global
1057
Callis Campaign
2013-12-06 19:52:58+0000
https://app.marketo.com/#M1
Webinar
225
Product
SAP
Email
Emails are created initially from email templates and the query pattern for emails is similar as templates.
The following table shows sample email records retrieved from Marketo:
id
name
createdAt
subjectType
subjectValue
fromEmailType
fromEmailValue
1370
Test Email
2016-09-07 11:04:53+0000
Text
Congregation
Text
het@informatica.com
1007
2 Invitation
2012-10-12 00:01:21+0000
Text
Webinar Invite 2
Text
ynam@yourcomp.com
Folder
Folders are the core organizational asset in Marketo. Every asset in Marketo has at least one folder as a parent.
The following table shows sample data that you can retrieve from a folder object in Marketo:
id
folderId
type
folderType
parentId
parentType
path
workspace
3
3
Folder
Zone
3
Folder
/Marketing Activities
Default
143
143
Folder
Zone
3
Folder
/Marketing Activities/APJ
APJ
169
19
Folder
Zone
3
Folder
/Marketing Activities/Default
EMEA
Tag
Tags are user-defined fields for programs and are identifiers to group data for reporting purposes. Tags help you categorize data and define how you want to report on your program. Each tag might apply to one or more program types.
The following table shows sample data for a tag object that you can retrieve from Marketo:
tagType
applicableProgramType
required
Area
[program,nurture,event,webinar,email_batch]
TRUE
Campaign Series
[program,nurture,event,webinar]
TRUE
Email Type
[program,email_batch,nurture,event,webinar]
TRUE
Channel
Channels are associated with a program. Each type of channel is used with a specific program type in Marketo. A channel provides the list of available valid statuses for program members.
The following table shows sample data for a channel object that you can retrieve from Marketo:
id
name
applicableProgramType
createdAt
progression_name
3
Blog
program
2013-10-01
02:14:45+0000
Not in Program
3
Blog
program
2013-10-01
02:14:45+0000
Visited
Custom Object
A custom object extends the out-of-box data model of Marketo. A custom object consists of fixed attributes, such as the object name, description, Marketo lead link field, linked field name, and one or more object specific fields.
You can use custom objects in a task to retrieve a list of custom object data based on the search criteria. The custom objects in Marketo are available as source objects in a synchronization task or mapping task. Specify the custom object filter type, custom object filter values, and custom object fields in the advanced properties of a task to capture data from a specific custom object.
For example, you can create a custom object to track the flight reservations for leads.
The following image shows the details of a reservation custom object that you can access from Marketo:
You can view the reservation custom object details in Marketo.
The following image shows the field attributes of a reservation object that you can access from Marketo:
You can view the field attributes of the reservation object in Marketo.
The following table shows sample data of the reservation custom object that you can retrieve for a lead from Marketo:
createdAt
marketoGUID
updatedAt
pnr
TicketNumber
12/4/2015 04:48:00
2cc3a035-4274-4b34-abc3-9338cda7a1e4
12/4/2015 04:48:00
BAF57HG1
1001
12/4/2015 04:48:00
c0d1297d-aacc-4d74-8ac7-89490b36d811
12/4/2015 04:48:00
TAU64GS5
1002

Extract Lead Data by Filter Field

When you configure a synchronization task or mapping task with the lead source object to read lead data from Marketo, you can enter a filter value to filter the records.
You must configure the following properties in the advanced lead source properties in a synchronization task or mapping task:
For example, you want to retrieve leads based on their IDs. In the advanced source properties of a task, specify id in the filter field, and provide the location of the .csv file C:\Marketo\FilterValues_Id.csv with filter IDs, such as 8781.
The following table shows a sample of the retrieved lead details:
id
firstName
salutation
middleName
lastName
email
phone
8781
Roger N
Mr.
Brandon
Gattis
gattis@baldor.com
4796464711
8782
Octavio
Mr.
Linus
Gutiérrez
jgb@grupocp.mx
5263790289
8787
Eric
Mr.
Lee
Olson
jgb@grupocp.mx
701-530-1400

Extract Lead Data by List ID

You can specify the List ID for leads to retrieve a list of leads.
To retrieve leads from a list, you must configure the following properties in the advanced source properties in a synchronization task or mapping task:
When you run the synchronization task or mapping task, all leads from the specified list are retrieved.
For example, specify the Lead - List ID as 100 and the batch limit as 300 in the advanced source properties in a task.
To view the resultant output example, see Extract Lead Data by Filter Field.

Extracting Lead Data by Program ID

You can retrieve leads from a Marketo program. You must provide the program ID to retrieve leads from that program.
Configure the following properties in the advanced source properties in a synchronization task or mapping task for a lead object:
When you specify the program ID and you map the program ID in the task, you retrieve the following fields of the lead by default: progressionStatus, stream, nurtureCadence, isExhausted, acquiredBy, reachedSuccess, reachedSuccessDate, and membershipDate.

Capture Lead Details Based on Lead Activities

You can capture lead details for specified activities since a specified date and time, since the last extracted period, or from a specified time period.
Select Lead as the source object and enter the ActivityType ID and date time parameters in the advanced source properties to capture details of leads who performed the specified activities.
The following table describes the advanced source properties to retrieve lead details:
Object: Advance Source Properties
Since Date Time
Incremental Extract
Start and End Date
Notes
Lead - ActivityType Id
See notes
See notes
See notes
Retrieve the ActivityType IDs for your Marketo subcription by selecting ActivityType as a source object. For example, ActivityType ID 12 is for new leads while ActivityType ID 13 is for change data value.
General - Since Date Time
Specify date/time, or date
Enter the variable, $LastRunTime
Leave blank
Specify the property in the following example formats:
  • - 2016-04-01T17:00:00-0800
  • - 2016-10-06
General - Incremental Extract
No
Yes
No
If the value of Incremental Extract is Yes, you must enter the $LastRunTime variable in Since Start Date.
The Incremental Extract date-time is different for each of the synchronization tasks or mapping tasks.
Default is No.
General - Start Date
Leave blank
Leave blank
Specify date only
Specify date in the following example formats:
  • - 2019-06-09T00:00:00Z
  • - 2016-10-06
General - End Date
Leave blank
Leave blank
Specify date only
End date is included in the output result.
However, if you want to retrieve lead changes for a single day, specify the same date in Start Date and in End Date in the yyyy-mm-dd or yyyy-mm-ddT00:00:00Z format.

Capture Lead Activities

You can capture lead activities since a specified date and time, since the last extracted period, or from a specified time period.
Select LeadActivity as the source object and enter the ActivityType ID and date time parameters in the advanced source properties for retrieving lead activities. Provide the list ID to retrieve specific lead activities from the list. Specify the lead ID to retrieve activities for the specified lead. Provide the list IDs and lead IDs in the advanced source properties of a task with Marketo Connector.
Note: Each Marketo subscription might have different ActivityType IDs. You can enter a maximum of 10 ActivityType IDs for a task.
The following table describes the advanced source properties to retrieve lead activities:
Object: Advance Source Properties
Since Date Time
Incremental Extract
Start and End Date
Notes
Lead Activity - Activity Type Id
See notes
See notes
See notes
Retrieve the ActivityType IDs for your Marketo subcription by selecting ActivityType as a source object. For example, ActivityType ID 12 if for new leads while ActivityType ID 13 is for change data value.
General - Since Date Time
Specify date/time, or date
Enter the variable, $LastRunTime
Leave blank
Specify the property in the following example formats:
  • - 2016-04-01T17:00:00-0800
  • - 2019-10-06
General - Incremental Extract
No
Yes
No
If Incremental Extract is Yes, you must enter the $LastRunTime variable in Since Start Date.
The Incremental Extract date-time is different for each of the synchronization tasks and mapping tasks.
Default is No.
General - Start Date
Leave blank
Leave blank
Specify date only
Specify date in the following example format:
  • - 2019-06-09T00:00:00Z
  • - 2019-10-06
General - End Date
Leave blank
Leave blank
Specify date only
End date is included in the output result.
However, if you want to retrieve lead changes for a single day, specify the same date in Start Date and in End Date in the yyyy-mm-dd or yyyy-mm-ddT00:00:00Z format.
Lead Activity - List Ids
See notes
See notes
See notes
Specify a comma-separated list of list IDs to filter activities for leads within a list.
Lead Activity - Lead Ids
See notes
See notes
See notes
Specify a comma-separated list of lead IDs to retrieve only those activities that belong to designated leads.
When you read the Lead Activity object from Marketo, the Secure Agent internally maps the following field names to corresponding field names in Data Integration:
Marketo Field Name
Field Name in the Mapping
LeadID
Id
marketoGuid
activityId

Retrieve Lead or Lead Activities in Bulk

You can retrieve lead or lead activity data in bulk from Marketo.
Based on the type of data you want to extract, select Lead source object or LeadActivity source object, and configure the following advanced list properties in a synchronization task or mapping task.
Note: When you bulk extract records, ensure that the difference between the start date and end date does not exceed 31 days.

Retrieve List

You can retrieve lists from Marketo.
To retrieve lists, configure the following advanced list properties in a synchronization task or mapping task for a list source object:
You can specify more than one value for the specified advanced properties separated by a comma.
The following table shows the details of the retrieved list:
id
name
description
programName
createdAt
updatedAt
1113
Interested leads
2013 Liz
Product launch email
2013-12-05T18:47:40Z
2015-03-09T19:46:34Z
1114
Conference attendees
2013 MH
-
2013-12-05T18:47:42Z
2013-12-05T18:49:06Z

Retrieve Program

You can retrieve details from a program in Marketo. You can specify either the program name, program ID, or tag type and tag value to filter specific programs from Marketo. When you do not specify these properties, the Secure Agent retrieves only the Engagement and Email programs from Marketo.
To retrieve program details, you can configure the following advanced properties in a synchronization task or mapping task for a campaign source object:
Note: If you specify a tag to retrieve program details, ensure that you specify both the tag name and tag value.
You can specify more than one value for the program ID, program name, tag name, and tag value, separated by a comma.
For example, you specify tag type as Presenter,Demo and tag value as Program,Solutions in a task to retrieve the program details.
The following table shows the details of the retrieved program:
id
name
createdAt
url
channel
folderValue
tagType
tagValue
1057
Mary Campaign
2013-12-06 19:52:58+0000
https://app.marketo.com/#ME1
Webinar
221
Program
Presenter
1057
Callang Campaign
2013-12-06 19:52:58+0000
https://app.marketo.com/#M1
Webinar
222
Solutions
Demo

Retrieve Channels

You can retrieve channels in Marketo when you specify the channel name. You can specify more than one value for the channel name, separated by a comma.
For example, you specify the channel name in a task to retrieve the channel details.
The following table shows the details of the retrieved channel:
id
name
applicableProgramType
createdAt
progression_name
3
Blog
program
2013-10-01
02:14:45+0000
Not in Program
3
Blog
program
2013-10-01
02:14:45+0000
Visited
If you do not specify the channel name in the advanced source properties, all the channels are retrieved from Marketo.
When you read the channel object from Marketo, the Secure Agent internally maps the following field names to corresponding field names in Data Integration:
Marketo Field Name
Field Name in the Mapping
description
progression_Description
hidden
progression_Hidden
name
progression_name
step
progression_Step
success
progression_Success

Retrieve Email Records

You can retrieve email records from Marketo by the email ID.
When you specify the email ID in a task, the Secure Agent retrieves the records from that email from Marketo. Specify the email ID in the advanced properties in a synchronization task or mapping task. You can specify more than one email ID separated by a comma.
The following table shows the details of a retrieved email by the email ID:
id
name
createdAt
subjectType
subjectValue
fromEmailType
fromEmailValue
1370
Test Email
2016-09-07 11:04:53+0000
Text
Congregation
Text
ash@informat.com
1007
2 Invitation
2012-10-12 00:01:21+0000
Text
Webinar Invite 2
Text
ynam@yourcomp.com

Retrieve a Folder Structure

You can retrieve a folder structure from Marketo.
To retrieve a folder structure from Marketo, select the folder source object in a task.
You can optionally configure the following advanced properties in a synchronization task or mapping task:
For example, you specify max depth as 3 and workspace as Default in a task to retrieve the program details.
The following table shows the details of the retrieved program:
id
folderId
type
folderType
parentId
parentType
path
workspace
3
3
Folder
Zone
3
Folder
/Marketing Activities
Default

Retrieve Tags

You can retrieve tags from Marketo when you specify the tag name.
To retrieve tags, you must specify the name of the tag in Marketo. You can specify more than one value for the tag name, separated by a comma.
For example, you specify the tag type as Area,Campaign Series,Email in a task to retrieve the tag details.
The following table shows the details of the retrieved tag:
tagType
applicableProgramType
required
Area
[program,nurture,event,webinar,email_batch]
TRUE
Campaign Series
[program,nurture,event,webinar]
TRUE
Email Type
[program,email_batch,nurture,event,webinar]
TRUE
If you do not specify a tag name, all tags are retrieved from Marketo.

Retrieve Campaign

You can specify the campaign ID or name to retrieve a campaign from Marketo.
To retrieve a campaign, you can configure one or both of the following properties in the advanced source properties in a synchronization task or mapping task:
To retrieve multiple campaigns, specify the campaign IDs and campaign names, each separated by a comma.

Retrieve Data from Custom Objects

You can retrieve data from a custom object in Marketo based on the search criteria you specify in a synchronization task or mapping task.
To retrieve custom object records from Marketo, configure the following advanced list properties in a synchronization task or mapping task for the specified custom source object:
Note: The advanced source property field names, such as Type Filter, Values Filter, Fields Filter, and String Values Filter represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.
For example, specify the filter type as dedupeFields and the filter value as E:\Files\FilterValues_DDF_Reservation.csv , which contains the dedupe field values. Specify the custom object fields as createdAt,marketoGUID,updatedAt,pnr,TicketNumber for which you want to retrieve data from a flight reservation custom object.
The following table shows a sample of the retrieved custom object details:
createdAt
marketoGUID
updatedAt
pnr
TicketNumber
12/4/2015 04:48:00
2cc3a035-4274-4b34-abc3-9338cda7a1e4
12/4/2015 04:48:00
BAF57HG1
1001
12/4/2015 04:48:00
c0d1297d-aacc-4d74-8ac7-89490b36d811
12/4/2015 04:48:00
TAU64GS5
1002

Retrieve Opportunity Data

You can retrieve opportunity data from Marketo based on the search criteria you specify in a synchronization task or mapping task.
To retrieve opportunity data from Marketo, configure the following advanced list properties in a synchronization task or mapping task for an opportunity source object:
Note: The advanced source property field names, such as Type Filter, Values Filter, and Fields Filter, represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.
For example, specify the filter type as dedupeFields and the filter value as E:\Files\FilterValues_ID.csv, which contains the externalOpportunityId. Specify the opportunity object fields for which you want to retrieve data.
The following table shows the example of the retrieved opportunity data:
marketoGUID
externalOpportunityId
name
description
amount
source
da42707c-4dc4-4fc1-9fef-f30a3017240a
19UYA31581L000000
Chairs
Chairs
1604.47
Inbound Sales Call/Email
da42707c-4dc4-4fc1-9fef-f30a3017240b
29UYA31581L000000
Big Dog Day Care-Phase12
Big Dog Day Care-Phase12
1604.47
Email

Retrieve Opportunity Role Data

You can retrieve opportunity role data from Marketo based on the search criteria you specify in a synchronization task or mapping task.
To retrieve opportunity role data from Marketo, configure the following advanced list properties in a synchronization task or mapping task:
Note: The advanced source property field names, such as Type Filter, Values Filter, and Fields Filter, represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.
For example, specify the filter type as externalOpportunityId and the filter value as E:\Files\FilterValues_ID.csv, which contains the external opportunity ID field values. Specify the opportunity role object fields for which you want to retrieve data.
The following table shows a sample of the retrieved opportunity role data:
marketoGUID
externalOpportunityId
role
leadId
isPrimary
da42707c-4dc4-4fc1-9fef-f30a3017240a
19UYA31581L000000
Chairs
3445453
0
da42707c-4dc4-4fc1-9fef-f30a3017240b
19UYA31581L000000
Chairs
34454556
1

Retrieve Sales Person Records

You can retrieve sales person records from Marketo based on the search criteria you specify in a synchronization task or mapping task.
To retrieve sales person data from Marketo, configure the following advanced list properties in a synchronization task or mapping task:
Note: The advanced source property field names, such as Type Filter, Values Filter, and Fields Filter, represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.
For example, specify the filter type as dedupeFields and the filter value as E:\Files\FilterValues_ID.csv, which contains the externalSalesPersonId. Specify the sales person object fields for which you want to retrieve data.
The following table shows a sample of the retrieved sales person data:
externalSalesPersonId
firstName
lastName
phone
title
createdAt
rhernandez3@phoca.cz
Ruth
Hernandez
62-(427)296-8646
Senior Editor
8/25/2016 6:23:32 AM
lhunter4@google.com.au
Lisa
Hunter
853-(308)354-3116
Technical Writer
8/25/2016 6:23:32 AM

Retrieve Company Records

You can retrieve company records from Marketo based on the search criteria you specify in a synchronization task or mapping task.
To retrieve company data from Marketo, configure the following advanced list properties in a synchronization task or mapping task:
Note: The advanced source property field names, such as Type Filter, Values Filter, and Fields Filter, represent properties that you can configure for custom, opportunity, opportunity role, sales person, and company objects.
For example, specify the filter type as dedupeFields and the filter value as E:\Files\FilterValues_ID.csv, which contains the externalCompanyId. Specify the company object fields for which you want to retrieve data.
The following table shows sample data for a few fields of the company object retrieved from Marketo:
createdAt
externalCompanyId
billingCity
billingCountry
industry
annualRevenue
8/24/2016 5:43:29 AM
2a26a9df-fdce-9c30-67c5-56952b2b5c27
Boston
USA
Transportation
9460
8/24/2016 5:43:29 AM
23d89d7a-ea99-5635-0d26-56952b59b3d8
Paris
France
Financial
92300