Set Up Pardot

The Rev.Up Pardot integration allows you to connect Rev.Up  with your instance of Pardot. There are two separate integrations that allow you to bring data into Rev.Up and send data from Rev.Up to Pardot. 

• Import Data from Pardot: Data from Pardot syncs to Rev.Up via the REST API. Rev.Up queries Pardot for prospects and visitor activities with a last modified date after the date of the last completed sync. 

  The integration only supports importing Prospects and Visitor Activities from Pardot. 

• Activation (Send Data) to Pardot: Data from Rev.Up syncs to Pardot using the Pardot Batch API via Bulk Data Load jobs. Rev.Up passes data to Pardot in the form of prospects and campaigns. Prospect records are added to campaigns in Pardot. For additional information on how to use this connector please read our additional documentation. 

Import Data from Pardot

Integration Setup Permissions

The following permissions are required to set up the Pardot import integration. Setting up a Pardot import integration is a one time activity that allows you to import data from Pardot. 

• In Rev.Up you must be an Admin user to be able to create the integration between Rev.Up and Pardot. The Pardot environment must be a production environment. 
• The Pardot integration user must be a system admin with the following permissions:
  • Read permission for the Prospect and Visitor Activities objects. 
  • Bulk API access 
• To set up the integration you will need to provide: 
  • Your username and password used to access Pardot 

Limitations:

• The import integration for Pardot is currently not self serve. Please reach out to your customer success manager regarding configuring this import integration.
• The Pardot import connection does not support importing custom objects or custom fields.

Send Data to Pardot

Integration Setup Permissions

The following permissions are required to set up the Pardot outbound integration. Setting up a Pardot outbound integration is a one time activity that allows you to add prospects to campaigns in Pardot. 

• In Rev.Up you must be an Admin user to be able to create the integration between Rev.Up and Pardot. 
• The Pardot integration user must be a system admin with the following permissions:
  • Write permission for the Prospect, and Campaign objects. 
  • Bulk API access 
• To set up the integration you will need: 
  • Your username used to access Pardot
  • The password for that username
  • Whether the Salesforce environment is sandbox or production
  • Whether the Pardot environment is sandbox or production
  • Whether the Pardot environment has AMPSEA enabled, or disabled. If your Pardot account was created after June 14th, 2016 - you have AMPSEA enabled. If you are unsure about the date of account creation or the status of AMPSEA, you can check on your account settings page or will see a banner like this:

• •  Business Unit ID : 18-charater Pardot Business Unit ID, that you can find in your Salesforce account. To grab your Business Unit ID log into your Salesforce Account go to Setup page (1). Search for Pardot Account Set-up (2) and you will see the Business Unit ID on right-hand side of your screen as shown in the screenshot below. 

Next Steps: 

Review the links below to learn the steps for setting up your Pardot activation (send records to Pardot) connection. 

Step 1: How to Create an Activation Connector 

Step 2: How to Configure an Activation Connector