Query Marketo Data as a SQL Server Database in Node.js

You can use CData Connect AI to query Marketo data through a SQL Server interface. Follow the procedure below to create a virtual database for Marketo in Connect AI and start querying using Node.js.

CData Connect AI provides a pure MySQL, cloud-to-cloud interface for Marketo, allowing you to easily query live Marketo data in Node.js — without replicating the data to a natively supported database. As you query data in Node.js, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc) directly to Marketo, leveraging server-side processing to quickly return Marketo data.

Configure Marketo Connectivity for NodeJS

Connectivity to Marketo from NodeJS is made possible through CData Connect AI. To work with Marketo data from NodeJS, we start by creating and configuring a Marketo connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Marketo" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Marketo.

   Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

   For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

   For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Marketo Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Marketo data from Node.js.

Query Marketo from Node.js

The following example shows how to define a connection and execute queries to Marketo with the SQL Server module. You will need the following information:

• server: tds.cdata.com
• port: 14333
• user: a Connect AI user (e.g. [email protected])
• password: the PAT for the above user
• database: The connection you configured for Marketo (Marketo1)

Connect to Marketo data and start executing queries with the code below:

var sql = require('mssql')
var config = {
	server: 'tds.cdata.com',
	port: 14333, 
	user: '[email protected]', //update me
	password: 'CONNECT_USER_PAT', //update me	
	options: {
		encrypt: true,
		database: 'Marketo1'
	}
}

sql.connect(config, err => { 
 if(err){
 throw err ;
 }
 new sql.Request().query('SELECT * FROM Leads', (err, result) => {
 console.dir(result)
 })
 
});

sql.on('error', err => {
 console.log("SQL Error: " ,err);
})