Step 1: Create an API role in Marketo

  1. From Admin, click on Users & Roles
  2. Click on the Roles tab
  3. Select New Role
  4. Enter a Role Name (such as "Engagio Role")
  5. Select the "Access API" and "Access Admin" Permissions
  6. Click "Create"

Step 2: Create an API user in Marketo (skip if you have an API user in Marketo)

  1. From Admin, click Security | Users & Roles
  2. Switch to the Users tab
  3. Click the Invite New User button
  4. Enter "Engagio" in the First Name
  5. Enter "API User" in the Last Name
  6. Enter the email address in the Email Address (Example: engagiosync@yourcompany.com)
  7. Check "API Role (all workspaces)" in the Roles and Workspaces
  8. Check the API Only
  9. Click "Invite"

Step 3: Create a new service in Marketo (skip if you already have a LaunchPoint service for REST API in Marketo)

  1. From Admin, click Integration | LaunchPoint
  2. Click the New button -> pick the New Service
  3. Enter "Engagio Rest Service" in the Display Name
  4. Pick Custom for Service
  5. Enter "Provides OAuth credentials for integrating with Engagio" in the Description
  6. Pick the Email address in your domain as the API Only User
  7. Click "Create"

Step 4: Retrieve Client Id and Client Secret from Marketo

  1. From Admin, click Integration | LaunchPoint
  2. Click on the View Details link on the grid for the "Engagio Rest Service" (or your LaunchPoint API service) to get the Client Id and Client Secret

Step 5: Retrieve Instance Id, User ID, and Encryption Key from Marketo

  1. From Admin, click Integration | Web Services
  2. In the REST API section, Find Endpoint
  3. Instance Id is the string between https:// and .mktorest.com. For example, instance id is "650-KCG-111" for "https://650-KCG-111.mktorest.com/rest
  4. In the SOAP API section, Find User ID and Encryption Key

Step 6: Add Data Source to Engagio
We've got a little guide to help you out with that right over here.

Good to Know:

Marketo API Usage
Learn how we sync and how many calls we're making: Engagio's Marketo API Usage

Exact Permissions Needed
If you are not able to give us the "Access Admin" and "Access API" permissions for business reasons, we have a more specific subset of the exact permissions needed.

In the Access Admin section, we need:
Access Channels
Access Smart Campaign
Access SOAP API

In the Access API section, we need:
Read Assets
Read Campaign
Read Opportunity
Read Activity
Read Person