Data Source - Marketo
  • 07 Dec 2022
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Data Source - Marketo

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Article summary

Note

This is a machine-translated version of the original Japanese article.
Please understand that some of the information contained on this page may be inaccurate.

summary

This is the help page for setting up Marketo data transfer.

constraint

  • In order to use the filter by renewal date, you need to apply to Marketo Support to activate the API feature.
    Customers are requested to enable the filter function using updatedAt in the Bulk Lead Extract API.

Setting items

STEP1 Basic settings

Common parts

Itemnamerequireddefault
valuecontent
Marketo connection informationYes--
targetYes-Select the type of data you want to retrieve.
The data that can be obtained is as follows.
・Lead
・Activities
・Campaign
・Program
・Program Members
・Leads by static list
・Custom Objects
・List
・Activity type
・Folder

When the target is a lead

Itemnamerequireddefault
valuecontent
Date and time columnsNoUse createdAtRetrieve data created during the period specified in the acquisition period (createdAt), or
You can choose whether to get the updated data (updatedAt).
Acquisition periodNo-Enter the start and end dates of the filter range.
Please enter it in YYYY-MM-DD format. (Example: 2020-11-19)

When the target is an activity

Itemnamerequireddefault
valuecontent
Acquisition periodNo-Enter the start and end dates of the filter range.
Please enter in YYYY-MM-DD format. (Example: 2020-11-19)

When the target is a program member

Itemnamerequireddefault
valuecontent
Program ID FilterNo-Enter the program IDs of the data you want to retrieve separated by commas. If not entered, all members under the program will be eligible. (e.g. 111,222,333)

When the target is a lead by static list

Itemnamerequireddefault
valuecontent
List ID FilterNo-Enter the list IDs of the data you want to retrieve separated by commas. If not entered, leads under all lists will be considered. (e.g. 111,222,333)

When the target is a custom object

Itemnamerequireddefault
valuecontent
API NameNo-Specify the API name of the custom object you want to get.
Custom object names are usually formatted with "_c".
You can display a list of API names that can be specified by pressing the Load API name list button.
fieldNo-Specify the field name of the custom object you want to retrieve.
You can display a list of field names that can be specified by pressing the Load field name suggestions button.
Filter TypeNo-Specify the criteria for the custom object to retrieve.
Only integer and searchable fields can be filtered.
If there is no corresponding column, data transfer will not be possible.
You can view a list of available fields in Import the available filter types.
Filter rangeNo-Specifies the range of values for the data to retrieve for the values specified in the filter type.
The default value of the start value is 1, and if you do not specify an end value, you can retrieve data with a value greater than the start value.
However, data acquisition is filtered by 300 values at one time, and if there is no data to be retrieved, data acquisition is terminated.

When the target is a folder

Itemnamerequireddefault
valuecontent
Root Folder IDNo-Specify the ID of the root folder from which data is retrieved. If not entered, the folder with the workspace name will be the root folder.
Root Folder TypeYesfolderSelect the type of root folder from which to retrieve data. The default value is a folder.
Maximum data acquisition depthYes2Specify the largest folder hierarchy of the data you want to retrieve. The default value is 2.
workspaceNo-Specify the workspace for the data you want to retrieve. If not entered, folders under all workspaces will be targeted.

What data can be retrieved?

lead

When the target is a read, the columns of data to be retrieved are all the columns retrieved by GET /rest/v1/leads/describe.json.

activity

When the target is an activity, the columns of data to be retrieved are those in the table below.

Column namecontent
marketoGUIDMarketo's GUID
leadIdLead ID
activityDateThe day the activity took place
activityTypeIdActivity Type ID
campaignIdCampaign ID
primaryAttributeValueIdMarketoForm ID, etc.
primaryAttributeValueMarketo form names, etc.
attributesActivity details

campaign

When targeting a campaign, the columns of data to be retrieved are those shown in the table below.

Column namecontent
idCampaign ID
nameCampaign name
descriptionDescription
typeTypes of campaigns
Display trigger or batch
workspaceNameWorkspace name
createdAtCreation Date
updatedAtUpdated on
activeView whether a campaign is active or inactive

program

When the target is programmatically, the columns of data to be retrieved are those in the table below.

Column namecontent
idProgram ID
nameProgram name
sfdcIdSFDC ID
sfdcNameSFDC Name
descriptionDescription
createdAtCreation Date
updatedAtUpdated on
startDatestart date
endDateEnd Date
urlURL
typeType Name
channelChannel name
folderInformation about folders
statusstatus
costscost
tagstag
workspaceworkspace

Program Members

When the target is a program member, the columns of data to be retrieved are all the columns retrieved by GET /rest/v1/programs/members/describe.json.

Leads by Static List

When the target is a read, the columns of the data to be retrieved are appended with the static list ID in addition to all the columns retrieved by GET /rest/v1/leads/describe.json.

Custom Objects

When the target is a custom object, the columns of data to be retrieved are the ones specified in the field.

list

When you list targets, the columns of data to be retrieved are those in the table below.

Column namecontent
idList ID
nameList name
descriptionDescription
programNameThe name of the program that contains the list
workspaceNameWorkspace name
createdAtCreation Date
updatedAtUpdated on

Activity Type

When the target is set as an activity type, the columns of data to be retrieved are those in the table below.

Column namecontent
idActivity Type ID
nameActivity Type Name
descriptionDescription
primaryAttributeThe contents of the activity's primaryAttribute
attributesActivity attributes content
apiNameCreation Date

folder

When the target is a folder, the columns of data to be retrieved are those in the table below.

Column namecontent
idFolder ID
nameFolder name
descriptionDescription
createdAtCreation Date
updatedAtUpdated on
urlURL
folderIdInformation about folders
folderTypeFolder Type
parentInformation about the parent folder
pathpath
isArchiveArchive folder or not
isSystemSystem folder or not
accessZoneIdAccess Zone ID
workspaceworkspace

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