Setting up a New API-Only User in Marketo

November 20, 2014 Uberflip Customer Success

To integrate your Hub with Marketo, you'll need to set up a new user in your Marketo account and enter information from that account into your Uberflip Hub.

Not sure where to start? Don't worry! This article will walk you through the process.

First, start by logging into your Marketo account. Navigate to the Admin panel and select 'Users & Roles'.

Step One: Create a new Role specifically for the Uberflip integration. Name your new Role (we suggest "Uberflip"), give it a description, and select only the "Read/Write Lead" permission from the permissions list (within the 'Access API' dropdown).

Step Two: It's time to create a new User. To get started, click  near the the top of the screen.

In the 'Invite New User' popup, you'll need to enter information for the "user" that will power the Uberflip integration. The following information is suggested (feel free to customize it, however):

  • Email: apiuser@uberflip.com (this email address does not have to be a real address)
  • First Name: API
  • Last Name: User
  • Reason: Uberflip Integration
  • Access Expires: Never

On the 'Permissions' tab, select the Uberflip Role that you created in the previous step. Make sure to select the API Only option before proceeding.

No 'API Role' in your list? Click here!

Step Three: Click 'Invite' to create the new user in your Marketo account.

Step Four: Click 'LaunchPoint' in the menu along the left side of the screen. On the next screen, click 'New' at the top. Then select 'New Service'.

Step Five: Type in a Display Name for the new service, and select 'Custom' in the 'Service' drop down menu. Two fields will show up under 'Settings', one field for a description and another field called "API Only User". Write a brief description of the service (we suggest "Uberflip Integration"), and for the 'API Only User' drop down, select the email address of the User you created in step two. Click 'Create'.

Step Six: Open up notepad, or any service you can use to copy and paste. You'll need it temporarily to place information for later.

Step Seven: Once created, you'll see the new service listed in the 'LaunchPoint' section of your Marketo account. Click 'View Details' for that new service.

Step Eight: Use notepad or the service of your choice to copy and keep the 'Client Id' and 'Client Secret'. Note which code is the 'Client Id', and which one is the 'Client Secret'. Then close the screen.

Step Nine: Click 'Web Services' in the menu on the left hand side of your screen. Then copy and keep the values for 'Endpoint' and 'Identity' underneath the 'REST API' heading. Make a note of which code is the 'Endpoint', and which one is the 'Identity'.

For reference, our notepad would like something like this if we copied all the information from the sample (without all the blurred out info, of course):

 

Now go to your Uberflip account - we're almost done! Follow the remaining integration steps here.

 

A bit of Background Information

By default, Marketo's daily API quota is 10,000 calls. Every day, the counter resets at 12 am CST. The rate limit for API calls is 100 calls in a 20 second window (some Marketo customers may have arranged for higher API limits).

If you're interested in finding out more about SOAP and REST APIs, check out this article.

Questions, comments, concerns? CONTACT US!

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