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How to connect Marketo portal to the Estimator or MigrateMyCRM?

When you want to assess the cost of data migration from Marketo or try an actual data transfer, the first step is to connect your source portal to the Estimator or MigrateMyCRM. Actions are very similar in both cases.

  1. Find the Marketo API Details


1 step

      2. Follow these steps to get the REST API Endpoint

endpoint-1

 

     Open your Marketo user interface

ui-1

 

    And find the Endpoint in the REST API box:

api box

 

      3. Get the REST Client ID & Secret

rest

 

    You would need to create a user and assign a role to grant access for object calculation:

 user

 

     Click the Roles tab, and then New Role:

role

 

     Click on “Access API” and select all:

Access API

 

     Go back to the Users tab and click Invite New User.

invite

 

   Give your user a descriptive name and an email address that indicates that it is an API user, and click Next

next

 

    Select a role we previously created, then click Next and Send “Welcome message”

api

 

    Next, go to the Admin menu and click LaunchPoint

LaunchPoint

 

    Click New Service

New Service

 

   Give your service a descriptive name and select Custom from the Service dropdown menu. Give it a description, then select your new user from the API Only User dropdown menu and click Create:

Create

 

    After you’ve created User > click View Details

View Details

 

   Here are your Client ID and Client Secret to paste into the Estimator tool:

Client ID

     You may learn more about the Marketo REST API here.

 

     4. Once you have entered the required details, click Connect, then Start to run your Marketo Assets calculation

Start