Marketo Input Tool (SOAP API)

The Marketo Input tool (SOAP API) has been deprecated. The Marketo Input tool (REST API) replaces this tool.

The Marketo Input Tool reads Marketo records for a specified date range. Two types of Marketo records can be retrieved:

  1. LeadRecord: These are lead records and there will be one record for each lead.

  2. ChangeRecord: These records track the activities for each lead. There are potentially many ChangeRecord Records for each LeadRecord.

The Input Tool retrieves records in batches of 1000 records, where the Marketo Append tool makes an API request for each record.

Configure the tool

There are two tabs for configuring the Marketo Input tool: Credentials and Options

Credentials Tab

    1. Marketo SOAP API Endpoint (URL): Marketo location to retrieve records from. This information is found in Marketo (Admin > Integration > SOAP API).
      • An Endpoint URL determines the version of the API used. Endpoint URLs can point to either a production or sandbox environment.
    2. Marketo User ID: User credential for Marketo access. This information is found in Marketo (Admin > Integration > SOAP API).
    3. Marketo Encryption Key: Additional credential supplied by Marketo. This information is found in Marketo (Admin > Integration > SOAP API).

Credentials can be saved or deleted from history.

  • Save: when clicked, the first 3 configuration settings will be saved and automatically populated each time the tool is used. If multiple Endpoints are used, each one will be available from the Endpoint dropdown list. Only one entry can be saved per Endpoint URL. Up to 10 sets of credentials can be saved.
  • Delete: will clear out the currently displayed credentials set and will be deleted from history.

Options Tab

  1. Select Record type. Choices are: Lead Records and Lead Change Records. Both types are retrieved by specifying a starting date and optionally an ending date.

    • Lead Record: Lead Records are the same ones that can be retrieved with the Append Tool, but the Input tool pulls them by the last date they were updated.

    • Lead Change Record: Lead Change Records are similar to Activity Records in that they are associated with Leads and can be filtered by activity type, but they are different. Typically there are a lot more change records associated with a lead than there are activity records and they also have different fields.

  2. Specify the Date Range: Start date is required and End date is optional.

    • Both of these dates are inclusive meaning that you will get records back with the specified timestamp

    • All dates are specified in local time and will match the timestamps in the data coming from Marketo because everything is converted to local time (based on the timezone settings of the local computer) as it comes out of Marketo. This allows the user to ignore the fact that every date and datetime value in Marketo is stored with respect to UTC time.

  3. Specify an Activity Filter (optional) if Lead Change Records are specified above. The activity filter can be used to reduce the number of records returned to only those that match the activity types specified.

    • The user can optionally select from a check list of 57 activities. Choosing none is the same as choosing them all.  Selecting All or None of the activity types will return all of them.