Marketo

Marketo

Importing Data from Marketo to ZoomInfo:

Click on “My Lists” located under the “Apps” heading in your ZoomInfo toolbar. Then click the “Import” button and choose “New Marketo Connection.” You will then be prompted to enter your Marketo Client ID, Marketo Client Secret, and your login URL. To reuse your connection for future tasks, check the box that says “Save My Connection.”

Accessing the Client, Secret, & Login URL requires administrative privileges.

Marketo is not OAuth, so it requires initial setup (once per environment done by admin):

1. Create an API role if you don’t have one yet: To do this navigate to the Admin Page and click on the Users & Roles option in the left sidebar. Select Roles followed by the option for New Role.

2. Create an API user if you don’t have one yet: To create a new API user, navigate to the users tab and click on Invite new user. In step 2 Remember to check off “API user” checkbox.


3. Next Create a new custom API service.  Select LaunchPoint from the left side bar options followed by the button for New Service. Provide a display name and select the service type “Custom."  Provide a description and select the newly created API user: 


4. Click on View Details on newly created service:


5. The Client Id and Client Secret are to be used for connection. In our environment these will be unique to your organization for example:

  • Client Id: 04c32978-99ec-4530-bdfc-87ece7c84ee0
  • Client Secret: mujKxVkPphBdqfMiVOPLJHUgcr8fyUzb


6. Lastly, select the web services option from the left side bar and note the host name for Rest API:

 In our case https://325-IIE-653.mktorest.com (without /rest or /identity)

After entering your credentials, you will be asked to select the type of resource you are importing. Next, create a name for your list. Please note, ZoomInfo will add a time stamp to your file that follows the format “year, month, day, hour, minute, second.”

(ex: MarketingExecutives_20150731110483)


Filtering Your Data:

Next, you’ll be asked to select the criteria for the Marketo records you want to import. Please note, to see options for the value field, you must click into the field and press enter.

Ex:

  • Contacts with the date created before X
  • Contacts with  a job role that’s one of Management/Executive
  • Accounts with an annual revenue equal to 50 million

ZoomInfo allows you to add additional rows to further specify your import criteria by clicking “Add Additional Filter.” You can also remove fields by clicking the orange “x” associated with the appropriate row.

Processing Imports:

The processing of Marketo files may take a few minutes. You will be notified via email when processing is complete.

To learn how to use your Marketo data with ZoomInfo’s List Builder, Enhance and Insight apps, please refer to the Knowledge center article on a particular tool.


Exporting Data from ZoomInfo to Marketo

To export data from ZoomInfo to Marketo, navigate to the “My Lists” page and click on the gear icon next to the file you wish to export. Then select “Export via integration.” Please note, you must first redeem your list for this option to appear.

Next, you’ll be asked to specify the type of resource you are exporting to Marketo.” You can choose either Contacts or Accounts.


Column Mapping:

The Column mapping tool ensures the data transferred back to Marketo fits your specific needs.

Begin by selecting the Marketo fields you wish to write to, using the drop down menu in the left column. Using the middle column, select the operation that best fits your needs. In the right column, select Original Marketo data, ZoomInfo column, or a specific input value you wish to map to Marketo.

*Note: The column mapping tool will automatically save your settings to be used with your next export. You can reset this at any time by clicking on “Use default mapping.”


Complex Conditional Column Mapping:

ZoomInfo supports complex conditional mapping to a single Marketo field. Below is a detailed example of how to do this using phone numbers. In this example, the customer does not want to overwrite any existing data in their contact records, but would like to insert a direct dial phone number if they do not have one.

Furthermore, if the contact records has no phone number and ZoomInfo does not have a direct dial phone number on file, they would like to insert a company phone number.

Ex: In the left column, select the Marketo field for “Phone.” Using the middle column, select the operation “Map to ZoomInfo field.” In the right column, select the input value for the original Marketo data “Phone” field.

Using the button at the bottom of the window, click “Map additional field.” Repeat steps 1 and 2 in the new row that appears. In the right column, select the input value for the ZoomInfo column “Direct Phone Number.”

Next, using the button at the bottom of the window, click “Map additional field” again. Repeat steps 1 and 2 in the new row that appears. In the right column, select the input value for the ZoomInfo column “Company Number.”

The end result of this operation is as follows:

Pre-existing Marketo phone numbers will be overwritten with phone numbers from your original import file. This means, if you are not using a current import file, any changes you’ve made in Salesforce between your original import and this export will be reverted back to their original values.

If there is no pre-existing phone number for a particular contact record and ZoomInfo has a direct dial number on file, that record will be updated with the ZoomInfo direct dial phone number.

If there is no pre-existing phone number for a particular record and ZoomInfo does not have a direct dial phone number on file, the company phone number will be written to the “Phone” field.

If there is no existing phone number for the record and ZoomInfo does not have a direct dial phone number or a company phone number, the phone number for this contact record will remain unchanged.


Processing Exports:

The processing of data exported to Marketo may take a few minutes. You will be notified via email when processing is complete.


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