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Step 1: [Import Data] Create a Marketo Data Import Integration User

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Amanda Wolf
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Context 

Rev.Up connects to your Marketo instance through a connected app and Marketo user. 

 

Integration Setup Steps

  • Step 1: Get REST URL from Marketo
  • Step 2: Create an API user role (Skip this step if you already have an API user)
  • Step 3: Create an API user (Skip this step if you already have an API user)
  • Step 4: Create a Launchpoint Service

 

Step 1: Get REST URL from Marketo

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

mceclip0.png

 

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

  • 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

mceclip1.png

 

Step 2: Create an API user role (Skip this step if you already have an API user)

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

Recommended Permissions

Read Access:

  • Leads - We add lead records directly to Rev.Up so that you can segment and create audiences.
  • Activities - We use this as engagement data that you can use to segment and create audiences. 
  • Campaign - We use this information to create performance reports. 

Bare Minimum Permissions

If you only provide us with the bare minimum objects, you will be able to segment and create audiences, but we will not be able to generate all of the metrics within performance reporting or the full view of A360. 

Read Access:

  • Leads
  • Activities 

 

4. Click Create when you’re done.

1-1-3_Create_API_Role_Modal.png

Step 3: Create an API user (Skip this step if you already have an API user)

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.

2. Give the user a descriptive name like “Lattice API User” and an email address using the pattern [your-company].lattice@lattice-engines.com (e.g., “acme.lattice@lattice-engines.com”). The email need not be active.

3. Then click next 

 
 
 
4. 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
 
 
5. 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: LatticeCDP

  • Service: Custom

  • Description: Lattice CDP

    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 CDP” 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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