Data Source - Marketo
- 07 Dec 2022
- 4 Minutes to read
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Data Source - Marketo
- Updated on 07 Dec 2022
- 4 Minutes to read
- Print
- DarkLight
Article Summary
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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| Marketo connection information | Yes | - | - |
| target | Yes | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| Date and time columns | No | Use createdAt | Retrieve data created during the period specified in the acquisition period (createdAt), or You can choose whether to get the updated data (updatedAt). |
| Acquisition period | No | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| Acquisition period | No | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| Program ID Filter | No | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| List ID Filter | No | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| API Name | No | - | 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. |
| field | No | - | 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 Type | No | - | 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 range | No | - | 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
| Item | namerequireddefault | valuecontent | |
|---|---|---|---|
| Root Folder ID | No | - | 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 Type | Yes | folder | Select the type of root folder from which to retrieve data. The default value is a folder. |
| Maximum data acquisition depth | Yes | 2 | Specify the largest folder hierarchy of the data you want to retrieve. The default value is 2. |
| workspace | No | - | 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 name | content |
|---|---|
| marketoGUID | Marketo's GUID |
| leadId | Lead ID |
| activityDate | The day the activity took place |
| activityTypeId | Activity Type ID |
| campaignId | Campaign ID |
| primaryAttributeValueId | MarketoForm ID, etc. |
| primaryAttributeValue | Marketo form names, etc. |
| attributes | Activity details |
campaign
When targeting a campaign, the columns of data to be retrieved are those shown in the table below.
| Column name | content |
|---|---|
| id | Campaign ID |
| name | Campaign name |
| description | Description |
| type | Types of campaigns Display trigger or batch |
| workspaceName | Workspace name |
| createdAt | Creation Date |
| updatedAt | Updated on |
| active | View 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 name | content |
|---|---|
| id | Program ID |
| name | Program name |
| sfdcId | SFDC ID |
| sfdcName | SFDC Name |
| description | Description |
| createdAt | Creation Date |
| updatedAt | Updated on |
| startDate | start date |
| endDate | End Date |
| url | URL |
| type | Type Name |
| channel | Channel name |
| folder | Information about folders |
| status | status |
| costs | cost |
| tags | tag |
| workspace | workspace |
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 name | content |
|---|---|
| id | List ID |
| name | List name |
| description | Description |
| programName | The name of the program that contains the list |
| workspaceName | Workspace name |
| createdAt | Creation Date |
| updatedAt | Updated 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 name | content |
|---|---|
| id | Activity Type ID |
| name | Activity Type Name |
| description | Description |
| primaryAttribute | The contents of the activity's primaryAttribute |
| attributes | Activity attributes content |
| apiName | Creation Date |
folder
When the target is a folder, the columns of data to be retrieved are those in the table below.
| Column name | content |
|---|---|
| id | Folder ID |
| name | Folder name |
| description | Description |
| createdAt | Creation Date |
| updatedAt | Updated on |
| url | URL |
| folderId | Information about folders |
| folderType | Folder Type |
| parent | Information about the parent folder |
| path | path |
| isArchive | Archive folder or not |
| isSystem | System folder or not |
| accessZoneId | Access Zone ID |
| workspace | workspace |
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