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Marketo connection guide

Follow these steps to connect your Marketo data to Supermetrics and use your data in Google Sheets, Looker Studio, Excel, and Power BI, as well as the Supermetrics API. You can also connect to data sources from the Supermetrics Hub.


You can share your data source connection with your team and use the connection across all data destinations you use with Supermetrics. Learn more about shared connections.


Before you begin

Before using the Marketo data source connector, you must create Supermetrics API permission setup and a Supermetrics API user in Marketo, and set up an installed service, as well as find your client ID, client secret, and your Munchkin ID.


Go through the following steps to obtain the information required to log in to the connector.


Note that you need admin permissions in Marketo to complete the setup.


Step 1: Create the Supermetrics permission setup
  1. Log in to Marketo, and go to Admin → Security → Users & roles.
  2. Select Roles from the top and click New role.
  3. Set the following role details:
    • Role name: Can be anything, such as "Supermetrics API access".
    • Description: Can be left empty.
    • Permissions: Select everything from the "Access API" category.
Step 2: Create the Supermetrics API user
  1. In Marketo, go to Admin → Security → Users & roles.
  2. Click Invite New User from the top to set up a Supermetrics API user, and follow the creation screen.
  3. Set up general information in the Info view.
    • Email: Can be anything, but use a valid email address.
    • First name: Can be anything.
    • Last name: Can be anything.
    • Reason (optional): Can be anything, such as "API user for Supermetrics".
    • Access expires: Never
  4. Click Next.
  5. Set up permissions in the Permissions view.
    • Roles: Select the new user role that you created in the earlier step.
    • Check the box next to API only user.
  6. Click Next.
  7. In the Message view, click Send.
Step 3: Set up the installed service
  1. In Marketo, go to Admin → Integration → LaunchPoint.
  2. Click New → New Service from the top to set up an installed service.
  3. Follow the creation screen and input the information below:
    • Name: Can be anything, such as "Supermetrics"
    • Service: Custom
    • Description: Can be anything, such as "Service used by Supermetrics to fetch data from Marketo".
    • API only user: Select the API-only user that you created in the earlier step.
  4. Click Create.

The installed service has been created, and you can proceed to the next step to obtain the client ID and client secret for connector authentication.

Step 4: Find the client ID and client secret for your installed service
  1. In Marketo, go to Admin → Integration → LaunchPoint.
  2. Find the installed service that you just created.
  3. Click View details next to the service name. A new window with a client ID and client secret will open up.
  4. Copy the client ID and client secret for later use — you'll need them when authenticating Marketo in Supermetrics.
Step 5: Find your Munchkin ID in your Marketo instance
  1. In Marketo, go to Admin → Integration → Munchkin.
  2. Under the Tracking code section, you should see your Munchkin ID in the "123-ABC-987" format.
  3. Copy the Munchkin ID for later use — you'll need it when authenticating Marketo in Supermetrics.

Marketo data export limitations

The Marketo API has limitations for exporting data from your Marketo instance. Learn more about the data export limitations.


Instructions

Google Sheets

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open a new Google Sheets file.
  2. Navigate to ExtensionsSupermetricsLaunch sidebar to open Supermetrics.
  3. Click Create new query.
  4. Under Data source, select Marketo.
  5. Enter the client ID and client secret for your installed service.
  6. Enter the Munchkin ID of your Marketo instance.
  7. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  8. Choose to make this connection shared or private.
  9. Click Start.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Google Sheets.

Looker Studio
  1. Open the Supermetrics Looker Studio data source gallery.
  2. Navigate to Marketo and click Start free trial.
  3. You'll see two buttons that read Authorize. If you're using Supermetrics for the first time, click the left-hand one and log in with the Google Account you use with Supermetrics.
  4. Once that's done, or if you've done it before, click the right-hand Authorize button (under "Marketo requires authorization to connect to data").
  5. Select a team that has access to the account you want to connect.
  6. Choose to make this connection shared or private.
  7. Enter the client ID and client secret for your installed service.
  8. Enter the Munchkin ID of your Marketo instance.
  9. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  10. Click Start.
  11. Scroll down to the bottom of the page. To create a report with our template, select Use report template for new reports. To create a blank report, deselect this option.
  12. In the pane's top right, click Connect.
  13. Click Create report.
  14. Click Add to report.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Looker Studio.

Excel

Make sure you've installed the Supermetrics add-on before you connect.

  1. Open an Excel file.
  2. Click DataShow Supermetrics.
  3. Under Data source, select Marketo.
  4. Enter the client ID and client secret for your installed service.
  5. Enter the Munchkin ID of your Marketo instance.
  6. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  7. Choose to make this connection shared or private.
  8. Click Start.

Learn about advanced settings, best practices, and troubleshooting tips for Supermetrics for Excel.

Power BI
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, go to DestinationsPower BI.
  3. Click Create or edit queries.
  4. Click Select a data source.
  5. Select the Marketo data source.
  6. Enter the client ID and client secret for your installed service.
  7. Enter the Munchkin ID of your Marketo instance.
  8. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  9. Click Start.
  10. Fill in the query details.
  11. Click Run query to test your query.
The Supermetrics API
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click API.
  3. Select for Supermetrics API from the dropdown menu next to the page title.
  4. Click Select data source.
  5. Select the Marketo data source.
  6. Enter the client ID and client secret for your installed service.
  7. Enter the Munchkin ID of your Marketo instance.
  8. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  9. Click Start.
  10. Fill in the query details. See detailed instructions on how to set up a Supermetrics API query in Query Manager.
  11. Click Run to test your query.
Supermetrics Hub
  1. Log in to the Supermetrics Hub.
  2. In the sidebar, click Data sources.
  3. Scroll down to the list of data sources you haven't connected to. You see this list below your existing connections, under the title Connect to new data source.
  4. Hover over the Marketo data source, and click Connect.
  5. Enter the client ID and client secret for your installed service.
  6. Enter the Munchkin ID of your Marketo instance.
  7. Add a Subscription name for your Marketo instance. This can be anything and is only used as a display name of your connection.
  8. Click Start.


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