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1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button
2. Select Marketo data source, and it will open a sidebar to configure the connection details
3. Enter a unique connection name to identify the connection
4. Click the "Client Id *" field
5. Navigate to your Marketo Instance
We will be creating the following :
6. In the Admin Page, Click "Users & Roles"
7. Click "Roles"
8. Click "New Role"
9. Click the "Role Name:" field.
10. Click the "Description:" field.
11. Expand Access API
12. Select Read-Only Activity
13. Select Read-Only Activity Metadata
14. Select Read-Only Assets
15. Select Read-Only Campaign
16. Select Read-Only Company
17. Select Read-Only Named Account
18. Select Read-Only Named Account List
19. Select Read-Only Opportunity
20. Select Read-Only Person
21. Select Read-Write Person (This is needed for write back)
22. Click "CREATE"
23. Click "Users"
24. Click "Invite New User"
25. Please add the Email, First Name, Last Name and Reason
26. Click "NEXT"
27. Select the Role created
28. Enabled API Only
29. Click "NEXT"
30. Click "SEND"
31. Click "LaunchPoint"
32. Click "New"
33. Click "New Service"
34. Enter Display Name and Click on Service
35. Click "Custom"
36. Click the "Description:" field
37. Click the "API Only User:" field
38. Select the user created above
39. Click "CREATE"
40. Click "View Details"
41. Copy Client ID
42. Navigate to RevSure tab and Paste the Client ID
43. Navigate to Marketo and Copy the Client Secret
44. Navigate to RevSure tab and Paste Client Secret
45. Navigate to Marketo tab and close the model
46. Click on Web Services
47. Copy the endpoint URL without /rest
48. Navigate to RevSure tab and Paste the URL (Example: [https://XXX-XXX-XXX.mktorest.com]
49. Select historical date to sync from
50. Select sync frequency, time and timezone to trigger the sync
51. Click "Connect"
52. Click "CONFIRM MAPPING" to confirm mapping
53. Data source will be added, and you will be able to view sync status
