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Marketo
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Checklist before installing a Marketo integration
1. Create an API-Only Role
2. Create an API-Only User
3. Create a Custom Service
Customer guides
Marketo
Checklist before installing a Marketo integration
We recommend completing the following steps before installing the Marketo integration to ensure a smooth setup.
1. Create an API-Only Role
Log in to
Adobe Experience
.
Click on
Marketo Engage
and launch your instance.
At the top, navigate to
Admin
.
In the left sidebar, go to
Admin
→
Security
→
Users & Roles
.
Click on
Roles
, then
New Role
, and provide the API role name (used in Step 2).
Select the appropriate API access permissions for this role.
Click
Create
.
For more information, refer to
Marketo’s official documentation
.
2. Create an API-Only User
Log in to
Adobe Experience
.
Click on
Marketo Engage
and launch your instance.
At the top, navigate to
Admin
.
In the left sidebar, go to
Admin
→
Security
→
Users & Roles
.
Click on
Users
, then
Create API Only User
, and fill in the required details.
Under
Roles
, select the role created in Step 1.
Click
Create
.
For more information, refer to
Marketo’s official documentation
.
3. Create a Custom Service
Log in to
Adobe Experience
.
Click on
Marketo Engage
and launch your instance.
At the top, navigate to
Admin
.
In the left sidebar, go to
Admin
→
Integration
→
LaunchPoint
.
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
Click
Create
.
After creation, you can view the
Client ID
and
Client Secret
by clicking
View Details
.
You will also need the
workspaceId
(Munchkin Account ID). This can be found under
Admin
→
Integration
→
Munchkin
.
For more information, refer to
Marketo’s official documentation
.
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