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Checklist before installing a Marketo integration

We recommend completing the following steps before installing the Marketo integration to ensure a smooth setup.

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1. Create an API-Only Role

  1. Log in to Adobe Experience.
  2. Click on Marketo Engage and launch your instance.
  3. At the top, navigate to Admin.
  4. In the left sidebar, go to Admin → Security → Users & Roles.
  5. Click on Roles, then New Role, and provide the API role name (used in Step 2).
  6. Select the appropriate API access permissions for this role.\ Img
  7. Click Create.
For more information, refer to Marketo’s official documentation.

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2. Create an API-Only User

  1. Log in to Adobe Experience.
  2. Click on Marketo Engage and launch your instance.
  3. At the top, navigate to Admin.
  4. In the left sidebar, go to Admin → Security → Users & Roles.
  5. Click on Users, then Create API Only User, and fill in the required details.
  6. Under Roles, select the role created in Step 1.\ Img
  7. Click Create.
For more information, refer to Marketo’s official documentation.

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3. Create a Custom Service

  1. Log in to Adobe Experience.
  2. Click on Marketo Engage and launch your instance.
  3. At the top, navigate to Admin.
  4. In the left sidebar, go to Admin → Integration → LaunchPoint.
  5. Click on New → New Service, and provide the following details:
    • Display Name: (Your preference)
    • Service: Custom
    • Description: (Your preference)
    • API Only User: Select the user created in Step 2\ Img
  6. Click Create.
  7. After creation, you can view the Client ID and Client Secret by clicking View Details.\ Img
  8. You will also need the workspaceId (Munchkin Account ID). This can be found under Admin → Integration → Munchkin.\ Img
For more information, refer to Marketo’s official documentation.