Create Informatica Mappings From/To an ODBC Data Source for Marketo

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Marketo, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to transfer and browse Marketo data in Informatica PowerCenter.

Connect to Marketo as an ODBC Data Source

Information for connecting to Marketo follows, along with different instructions for configuring a DSN in Windows and Linux environments.

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.

Windows

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Linux

If you are installing the CData ODBC Driver for Marketo in a Linux environment, the driver installation predefines a system DSN. You can modify the DSN by editing the system data sources file (/etc/odbc.ini) and defining the required connection properties.

/etc/odbc.ini

[CData Marketo Source]
Driver = CData ODBC Driver for Marketo
Description = My Description
Schema = REST
RESTEndpoint = https://311-IFS-929.mktorest.com/rest
OAuthClientId = MyOAuthClientId
OAuthClientSecret = MyOAuthClientSecret

For specific information on using these configuration files, please refer to the help documentation (installed and found online).

Create a Linked Table to Leads Data

Follow the steps below to create a linked table, which enables you to access live Leads data.

Create the ODBC Connection

Follow the steps below to connect to Marketo in Informatica PowerCenter:

1. In the Informatica Developer tool connect to your repository and create a project.
2. In the Connection Explorer pane, right-click and click Create a Connection.
3. In the New Database Connection wizard that is displayed, enter a name and Id for the connection and in the Type menu select ODBC.
4. In the Connection String property, enter the DSN.

NOTE: If you are working in a Linux operating system, set the Driver Manager for Linux property to unixODBC 2.3.x.

Create the Marketo Data Object

After you have created an ODBC connection to Marketo, you can now access Marketo entities in Informatica. Follow the steps below to add Leads entities to your project.

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. In the wizard that is displayed, select the Relational Data Object option.
3. Click the Browse button next to the Connection box and select the ODBC connection you created in the previous step.
4. Select the option to create a data object from an existing resource and click the Browse button next to the Resource box.
5. In the dialog that is displayed, clear the Show Default Schema Only option and expand the node for the ODBC connection. Select the entity that you want. 👁 The driver models Marketo entities as relational tables. (Salesforce is shown.)
   

You can now browse the table in the Data Viewer: Right-click the node for the table and then click Open. On the Data Viewer view, click Run.

👁 Table data and metadata in the Data Viewer. (Salesforce is shown.)

Create the Mapping

Follow the steps below to add the Marketo source to a mapping:

1. In the Object Explorer, right-click your project and then click New -> Mapping.
2. Expand the node for the Marketo connection and then drag the data object for the table onto the editor.
3. In the dialog that appears, select the Read option.

👁 The source Marketo table in the mapping. (Salesforce is shown.)

Follow the steps below to map Marketo columns to a flat file:

1. In the Object Explorer, right-click your project and then click New -> Data Object.
2. Select Flat File Data Object -> Create as Empty -> Fixed Width.
3. In the properties for the Marketo object, select the rows you want, right-click, and then click copy. Paste the rows into the flat file properties.
4. Drag the flat file data object onto the mapping. In the dialog that appears, select the Write option.
5. Click and drag to connect columns.

To transfer Marketo data, right-click in the workspace and then click Run Mapping.

👁 The completed mapping. (Salesforce is shown.)