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Setup Marketo Integration in Atlas

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Anil Channappa
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Marketo Integration is in beta. See Known Limitations for more details

Prerequisite

You’ll need access to the Marketo API details for your instance to perform these steps. Your Marketo administrator can provide these details if you don’t have them, or you can grant your Marketo Administrator access to the Lattice platform to enter the details directly.
Also, ensure that all the fields you have created in Step 1 have successfully synced to Marketo.

API details can be used to access and modify data in your Marketo instance. Make sure to keep them secure, just like you would with your Marketo username and password.

Step #1: Get REST URL from Marketo

1. In the Marketo Admin area, click Web Services in the Integration section on the left menu.

2-1-1_Admin_Web_Services.png

 

2. Copy down the values for the following settings (you will enter them into the Lattice platform).

In the REST API section, copy the endpoint URL (labeled D in the image below). We don't need the /rest at the end of the URL 

In the example below you will see the following URL: https://111-yyy-222.mktorest.com/rest. Only copy the first part of the URL  https://111-yyy-222.mktorest.com

2-1-2_API_Details.png

Step #2: Create an API Role

Note: Skip this step if you already have an API user in Marketo

1. In the Marketo Admin area, click Users & Roles in the Security section on the left menu.

1-1-1_Admin_Users_Roles.png

 

2. Click the Roles tab, then click New Role.

1-1-2_Click_New_Role.png

 

3. Create a new role called “API Role,” and under the Access API section, grant permission to

  • Read-Write Assets
  • Read-Write Custom Object Type
  • Read-Write Lead
  • Read-Only Activity (Only needed if you are using Data Import Connectors)
  • Read-Only Activity Metadata (Only needed if you are using Data Import Connectors)
  • Read-Only Assets (Only needed if you are using Data Import Connectors)
  • Read-Only Campaign (Only needed if you are using Data Import Connectors)

Click Create when you’re done.

1-1-3_Create_API_Role_Modal.png

 

Step #3: Create an API User

Note: Skip this step if you already have an API user in Marketo

It’s Marketo best practice to create a unique API user and custom service for every REST integration in your instance. In the following steps, you’ll be creating a new user and service for your Lattice scoring integration.

1. Click the Users tab and then click Invite New User.

1-2-1_Click_Invite_New_User.png

 

2. Give the user a descriptive name like “Lattice API User” and an email address using the pattern [your-company].atlas@lattice-engines.com (e.g., “acme.atlas@lattice-engines.com”). The email need not be active.
 
Then click Next.
 
 
 
3. Select the API Role that you created in the previous section as the user’s role, and make sure API Only is checked.
1-2-3_Create_New_User_Modal_Step2.png
 
 
4. Click Send.
 
1-2-4_Create_New_User_Modal_Step3.png
 
 

Step #4: Create a Launchpoint Service

1. Click Launchpoint in the Integration section on the left menu.

1-3-1_Admin_Launchpoint.png

 

2. Click New underneath the Installed Services tab, then click New Service.

1-3-2_Click_New_Service.png

 

3. Use the following settings for your new service:

  • Display name: LatticeAtlas

  • Service: Custom

  • Description: Lattice Atlas

    API Only User: [select the user you created in the previous step]

Click Create when you’re done.

 

4. Locate the custom service you created called “Lattice Atlas” and click View Details next to it.

 

5. Copy down the values for the following settings (you will enter them into the Lattice platform in a few steps):

  • Client Id

  • Client Secret

 

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