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
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

You configure the advanced source properties on the Schedule page of the Synchronization Task wizard.
The following table describes the advanced source properties for source objects:
Advanced Property
Description
Lead - Filter Field
The field name to use for filtering leads that you want to read from Marketo. You can specify 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.
Required if you specify the Filter Field value.
Lead - Filter Values
The filter values based on which you can filter the lead data.
To retrieve data from the lead object based on multiple filter values, specify the filter IDs for the lead object, each separated by a comma.
Required if you specify the Filter Field value.
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 retrieve the following default fields of the lead: progressionStatus, stream, nurtureCadence, isExhausted, acquiredBy, reachedSuccess, reachedSuccessDate, and membershipDate
To retrieve multiple leads, specify multiple program IDs, each separated by a comma.
Lead - Activity Type Id
Required parameter to retrieve lead details based on the lead activities when you select Lead as source.
The activity type ID in Marketo from which you want to read lead details based on the lead activity.
To retrieve lead details based on multiple lead activity types, enter each activity type ID separated by a comma.
Lead Activity - Activity Type Id
Required parameter to retrieve lead activities when you select LeadActivity as source.
The activity type ID in Marketo from which you want to read lead activities.
To retrieve multiple lead activities, enter each activity type ID separated by a comma.
Lead Activity - List Id
Optional. 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
Optional. 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 retrieve from Marketo.
Note: The list ID appears on the URL when you select the list in Marketo.
To retrieve multiple list details, specify multiple list IDs, separated by a comma.
List - List Name
The list name to retrieve the list from Marketo.
To retrieve multiple lists, specify multiple list names separated by a comma.
List - Program Name
The program name to retrieve the list associated with the program.
To retrieve multiple lists, specify the associated program names separated by a comma.
Program - Program ID
The program ID to retrieve the program from Marketo.
Program - Program Name
The program name to retrieve the program from Marketo.
Program - Tag Type
The associated tag type for a program based on which you want to retrieve the program.
Required if you specify the Tag Value for program.
Program - Tag Value
The tag value associated with a program based on which you want to retrieve the program.
Required if you specify the Tag Type for program.
Channel - Channel Name
The channel name to retrieve the channel from Marketo.
Email - Email Id
The ID for the email in Marketo from which you want to retrieve email records.
Tag - Tag Name
The tag name to retrieve 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 retrieve the campaign from Marketo.
To retrieve multiple campaigns, enter each campaign ID separated by a comma.
Campaign - Campaign Name
The campaign that you want to retrieve from Marketo based on the campaign name.
To retrieve 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 retrieve 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 retrieve.
Custom Obj / Oppty (Role) / Company / Sales Per - String Values Filter
The filter values to retrieve 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
The date/time or date from when you want to retrieve the Lead and LeadActivity based on Activity timestamp.
For example, you must specify the General - Since Date Time property in the following formats: 2016-04-01T17:00:00-0800 or 2016-10-06
Ensure that you select No as the value in the Incremental Extract field.
General - Incremental Extract
Retrieves incremental lead activities or lead changes.
Select one of the following values:
  • - Yes. Retrieves incremental lead changes or lead activity changes from the time since the last extract. You must enter the variable, $LastRunTime in Since Date Time to retrieve incremental lead activities and lead changes.
  • - No. Does not retrieve incremental lead changes or lead activity changes since the last extract.
Default is No.
General - Start Date
The date from when you want to retrieve the Lead or LeadActivity data.
You must specify the date in the following format: YYYY-MM-DD or YYYY-MM-DDT00:00:00Z
General - End Date
The date to when you want to retrieve the Lead or LeadActivity data. The End Date is included in the output result.
You must specify the date in the following format: YYYY-MM-DD or 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 in retrieving lead details. You can 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
Extracts lead or lead activities in bulk from Marketo based on the start and end date you specify.
Default is No.
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 objects, opportunity, opportunity role, sales person, or company.
The following table lists the advanced properties applicable to each source object:
Advanced Source Property
Lead
Lead
Activity
List
Camp
aign
Program
Email
Tag
Folder
Channel
Lead - Filter Field
Optional
-
-
-
-
-
-
-
-
Lead - Filter Values CSV File
Optional
-
-
-
-
-
-
-
-
Lead - Filter Values
Optional
-
-
-
-
-
-
-
-
Lead - List Id
Optional
-
-
-
-
-
-
-
-
Lead - Partition Name (Deprecated)
-
-
-
-
-
-
-
-
-
Lead - Program ID
Optional
-
-
-
-
-
-
-
-
Lead - Activity Type Id
Required only for extracting lead details based on lead activities.
-
-
-
-
-
-
-
-
Lead Activity - Activity Type Id
-
Required
-
-
-
-
-
-
-
Lead Activity - List Id
-
Optional
-
-
-
-
-
-
Lead Activity - Lead Id
-
Optional
-
-
-
-
-
-
-
List - List Id
-
-
Optional
-
-
-
-
-
-
List - List Name
-
-
Optional
-
-
-
-
-
-
List - Program Name
-
-
Optional
-
-
-
-
-
-
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.
-
-
-
-
Channel - Channel Name
-
-
-
-
-
-
-
-
Optional
Email - Email Id
-
-
-
-
-
Required
-
-
-
Tag - Tag Name
-
-
-
-
-
-
Optional
-
-
Folder - Max Depth
-
-
-
-
-
-
-
Optional
-
Folder - Workspace
-
-
-
-
-
-
-
Optional
-
Campaign - Campaign Id
-
-
-
Optional
-
-
-
-
-
Campaign - Campaign Name
-
-
-
Optional
-
-
-
-
-
Custom Obj / Oppty (Role) / Company / Sales Per - Type Filter
-
-
-
-
-
-
-
-
-
Custom Obj / Oppty (Role) / Company / Sales Per - Values Filter
-
-
-
-
-
-
-
-
-
Custom Obj / Oppty (Role) / Company / Sales Per - Fields Filter
-
-
-
-
-
-
-
-
-
Custom Obj / Oppty (Role) / Company / Sales Per - String Values Filter
-
-
-
-
-
-
-
-
-
General - Since Date Time
Optional
Optional
-
-
-
-
-
-
-
General - Incremental Extract
Default No
Default No
-
-
-
-
-
-
-
General - Start Date
Optional
Optional
-
-
-
-
-
-
-
General - End Date
Optional
Optional
-
-
-
-
-
-
-
General - Concurrent Threads
Optional
-
-
-
-
-
-
-
-
General - Results Batch Size
Optional
-
-
-
-
-
-
-
-
Bulk Extract - Lead/Lead Activity
Optional
Optional
-
-
-
-
-
-
-
Note: *To retrieve program details, you need to specify either the program ID, program name, or tag type-tag value. Cells with - indicate NA for the respective object. Though some of the advanced source properties for an object are optional, you must specify the properties according to your use case.
The following table lists the advanced properties applicable to the custom, opportunity, opportunity role, company, and sales person source objects:
Advanced Source Property
Custom Object/Opportunity/Opportunity Role/Company/Sales Person
Custom Object/Opportunity/Opportunity Role/Company/Sales Person - Type Filter
Optional
Custom Object/Opportunity/Opportunity Role/Company/Sales Person - Values Filter
Optional
Custom Object/Opportunity/Opportunity Role/Company/Sales Person - Fields Filter
Optional. When you do not specify a filter field value, the agent considers the fields from the field mapping for the task.
Custom Object/Opportunity/Opportunity Role/Company/Sales Person - String Values Filter
Optional.
Note: The rest of the advance source properties are not applicable for the custom, opportunity, opportunity role, company, and sales person objects.

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.