Create Marketo-Connected Visualizations in Klipfolio

Klipfolio is an online dashboard platform designed to create real-time business dashboards, whether for your team or clients. When combined with CData Connect Cloud, you gain immediate cloud-to-cloud access to Marketo data to create visualizations, reports, and more. This article provides step-by-step instructions on connecting to Marketo within Connect Cloud and creating visualizations using Marketo data in Klipfolio.

CData Connect Cloud offers a direct cloud-to-cloud interface for Marketo, enabling you to construct reports from real-time Marketo data data within Klipfolio—without the need for data replication to a database natively supported by Klipfolio. While building visualizations, Klipfolio generates SQL queries to fetch data. With optimized data processing capabilities out of the box, CData Connect Cloud efficiently directs all supported SQL operations (such as filters, JOINs, etc.) directly to Marketo, harnessing server-side processing to swiftly retrieve the requested Marketo data data.

Configure Marketo Connectivity for Klipfolio

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

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Marketo" from the Add Connection panel
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.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Marketo Connection page and update the User-based permissions.

Add a Personal Access Token

If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.

1. Click on your username at the top right of the Connect Cloud app and click User Profile.
2. On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
3. Give your PAT a name and click Create.
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, you are ready to connect to Marketo data Klipfolio.

Connect to Marketo from Klipfolio

The steps below outline connecting to CData Connect Cloud from Klipfolio to create a new Marketo data source.

1. Open Klipfolio
2. Click in Data Sources to add a new data source
3. Search for and select MSSQL as the Service
4. Click "Create a custom MSSQL data source"
5. Configure the data source by setting the MSSQL connection properties:
   • Host: tds.cdata.com
   • Port: 14333
   • Database: your database (e.g., Marketo1)
   • Driver: MS SQL
   • Username: a Connect Cloud user (e.g. user@mydomain.com)
   • Password: the above user's PAT
   • SQL Query: any query to retrieve data (e.g. SELECT * FROM Leads )
   • Select the checkbox to "Include column headers"
   • Select the checkbox to "Use SSL/TLS"
6. Click "Get data" to preview the Marketo data before building a data model.

Build a Data Model

After retrieving the data, click the checkbox to "Model your data" and click "Continue." In the new window, configure your data model.

1. Confirm that the model includes all columns you wish to work with
2. Name your model
3. (optional) Set the Description
4. Set "Header in row" to 1
5. Click the toggle to "Exclude data before row" and set the value to 2
6. Click "Save and Exit"

Create a Metric

With the data modeled, we are ready to create a Metric (or visualization) of the data to be used in the Klipfolio platform for dashboards, reporting, and more.

1. Click "Create metrics"
2. Select a Data source
3. Select a Metric value and default aggregation
4. Select Segmentation(s)
5. Select a Date & time
6. Select a Data shape
7. Configure the Display settings
8. Click Save
9. Navigate to your Metric and further configure the visualization

SQL Access to Marketo Data from Cloud Applications

Now you have a Metric built from live Marketo data. You can add it to a new dashboard, share, and more. Easily create more data sources and new visualizations, produce reports, and more — all without replicating Marketo data.

To get SQL data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try CData Connect Cloud.