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Klipfolio Dashboard

Klipfolio  |  Applications
Klipfolio is a business dashboard that lets you combine data from multiple services to create indispensable insights about your business.
Marketo Integrated
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Main Features
  • Affordable: Just $20/user/mth
  • Easy: Get started in minutes
  • Powerful: Combine data sources
  • Customizable to your business

Trusted and relied upon by the world’s best and brightest organizations, Klipfolio is a leader in the cloud-based business intelligence dashboard market. Klipfolio Dashboard is a cost-effective, flexible solution that integrates with 100s of data services to create powerful business dashboards. With customers in healthcare, financial services, consumer packaged goods, non-profit, and marketing, Klipfolio is changing the way data is used one dashboard at a time. Find out more at http://www.klipfolio.com or follow us at twitter.com/klipfolio.

Marketo Integration

Configuring the Marketo connector

The Marketo connector requires information that you can obtain from your Marketo account. Marketo Admin level access is required. In order to retrieve your data from the Marketo REST API endpoint, you will need to authenticate to generate an access token. 

Step-by-Step

Using the Marketo connector

To create a data source using Marketo, you need to accomplish three tasks:

  • Authenticate using your Marketo credentials.

  • Obtain the configuration values from Marketo to configure the connector.

  • Build your Endpoint query and enter it into Klipfolio.

Step 1: Start the data source creation process

 

  1. Click on the Library link.

  2. Select the Data Sources tab.

  3. Click the Create a New Data Source button.

  4. Select the Marketo option.

Step 2: Authenticate with Marketo

 

  1. Log into your Marketo account.

  2. Follow the directions contained in the Quick Start Guide for Marketo REST API to generate an authentication token.

 

Step 3: Obtain the values needed for the connector configuration including the Identity URL, Client Id and Client Secret:

 

  1. Ensure you are logged into your Marketo admin account.

  2. Click the Admin tab.

  3. From the left navigation menu, click LaunchPoint.

  4. In the main panel, click the View Details link under Details.

  5. The Details pop-up contains both the Client Id and Client Secret values.

  6. From the left navigation menu, select Web Services.

  7. In the main panel under Web Services, you will find the values you need for the first part of the query or Endpoint, as well as the information required for the Rest API Identity URL.

  8. Build your REST Request URL API request as shown in the Quick Start Guide for Marketo REST API. Available endpoints are listed here.

  9. Build your Endpoint API request as shown in the Quick Start Guide for Marketo REST API. Available endpoints are listed here.