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Knowledge Center > Insights > Zuora Connect Apps for Insights > Using the Insights to Marketo Connector

Using the Insights to Marketo Connector

The Insights to Marketo Connector enables you to personalize or segment your Marketo leads based on your Insights data.

You may lose data if the Insights to Marketo Connector is incorrectly configured. Contact your Zuora representative if you are unsure how to correctly configure the Insights to Marketo Connector.

Before you can use the Insights to Marketo Connector, your organization must purchase the Insights to Marketo Connector in the Zuora Connect app marketplace. To find out whether your organization's purchase of Insights includes Zuora Connect apps at no additional cost, contact your Zuora representative.

See Connect for more information about the Zuora Connect app marketplace.

How the Insights to Marketo Connector Works

The Insights to Marketo Connector synchronizes data from your Insights stream to your Marketo instance. The following configurations are supported:

  • Update Marketo lead fields with Insights account or user information
  • Update Marketo static lists to match Insights account or user segments

When you configure the Insights to Marketo Connector, you specify how leads in your Marketo instance are matched with accounts or users in your Insights stream. You also specify which Marketo lead fields and static lists to update.

The Insights to Marketo Connector runs inside an Insights Connector task. The Insights Connector is a generic Zuora Connect app that can run several different apps as separate tasks. You do not need to purchase the Insights Connector separately.

When you create an instance of the Insights Connector, you specify the following aspects of how the Insights to Marketo Connector runs:

  • Which Insights stream to retrieve data from
  • Which Marketo instance to update
  • The schedule to synchronize data from Insights to Marketo

Preliminary Configuration

Zuora strongly recommends that you set the permissions of Insights segments that will be synchronized to Marketo.

To ensure that only the creator of a segment can modify the segment, select Options > Edit Segment Permissions when viewing the segment. This will prevent other Insights users from modifying the segment and inadvertently causing the corresponding Marketo static list to contain unintended leads.

You could also use a naming convention for segments that will be used for email marketing.

Set Up the Insights to Marketo Connector

Use the following steps to set up the Insights to Marketo Connector:

  1. Create a Zuora Connect login for Insights.

    The Zuora Connect login enables the Insights to Marketo Connector to authenticate to Insights via the Export API. It is recommended to name the Zuora Connect login "Insights Export API."

    If you have previously created a Zuora Connect login that specifies the Insights Export API credentials for your Insights stream, you do not need to create another Zuora Connect login. To view your existing Zuora Connect logins, navigate to My Connect > Tenants. You can display only the Zuora Connect logins for Insights by filtering by tenant type.

  2. Create a Zuora Connect login for Marketo.

    The Zuora Connect login enables the Insights to Marketo Connector to authenticate to Marketo.

    To complete this step, you will need the Client ID and Client Secret for a Custom Service in your Marketo instance. You will also need the hostname of the REST API endpoint for your Marketo instance. For example:

    • Client ID: 6170fd81-b815-4929-973c-2e0f399c1c9d
    • Client Secret: dGCxesW3LdBPjh3JyAFqqEk984eh9oNp
    • Hostname: 064-CCJ-768.mktorest.com

    See Custom Services and Authentication in the Marketo documentation for how to obtain the required details.

  3. Create an Insights Connector task.

  4. Configure the Insights to Marketo Connector.

After you have set up the Insights to Marketo Connector, you can monitor the synchronizations that the Insights to Marketo Connector performs.

Create an Insights Connector Task

The Insights to Marketo Connector runs inside an Insights Connector task.

To create and start an Insights Connector task:

  1. In Zuora Connect, navigate to My Connect > Tenants.

    The Tenant Logins page opens.

  2. Locate the Zuora Connect login that you created for the Insights Export API, then click Apps.

    For example:

    The Insights Connector page opens.

  3. Click New.

    The "Insights Connector - New Configuration" dialog box opens.

  4. Enter the following information in the "Insights Connector - New Configuration" dialog box:

    • Name - The name that you will use to identify the task in Zuora Connect

    • Run Mode - Marketo

    • Execution - Scheduled

      If you select External instead of Scheduled, the Insights to Marketo Connector will only synchronize data when you initiate a synchronization. You can initiate a synchronization by clicking Sync on Demand on the History tab of the Insights to Marketo Connector, or via the API that the Insights Connector provides.

    • Source - The Zuora Connect login that you created for the Insights Export API

    • Target - The Zuora Connect login that you created for Marketo

    For example:

  5. Select the Schedule tab.

  6. Use the Timezone field and the schedule builder to set how frequently to synchronize data.

    It is recommended to set a daily schedule. To ensure that your Marketo instance receives the latest Insights data as soon as possible, it is recommended to set synchronization to take place shortly after all Insights batch uploads finish processing. See Insights Batch API for more information about batch uploads.

    The Interval field displays the specified schedule as a CRON expression.

  7. Click Create.

Zuora Connect creates and starts an Insights Connector task. The Insights to Marketo Connector is running inside the task. However, the Insights to Marketo Connector will not synchronize any data until you configure the Insights to Marketo Connector.

You can use the  task menu to manage the Insights Connector task. If you stop the task, the Insights to Marketo Connector will stop running and no data will be synchronized. You cannot restart a stopped task, but you can start a new task with the same configuration by cloning the task.

Configure the Insights to Marketo Connector

The Insights to Marketo Connector will not synchronize any data until you configure the Insights to Marketo Connector.

You may lose data if the Insights to Marketo Connector is incorrectly configured. Contact your Zuora representative if you are unsure how to correctly configure the Insights to Marketo Connector.

To configure the Insights to Marketo Connector:

  1. On the Insights Connector page, locate the task that you created in Create an Insights Connector Task.

    For example:

  2. From the  task menu, select Launch.

    The Insights to Marketo Connector authenticates to Insights and obtains the names of all your account fields, user fields, account segments, and user segments. The Insights to Marketo Connector also authenticates to Marketo and obtains the names of all your lead fields and static lists. This may take several minutes.

    After the Insights to Marketo Connector has obtained details about your Insights stream and Marketo instance, the Insights to Marketo Connector opens:

  3. Configure primary fields.

  4. Configure list synchronization or lead synchronization.

Configure Primary Fields

The Insights to Marketo Connector works by matching leads in your Marketo instance with accounts or users in your Insights stream. The matching is based on a primary Marketo lead field and a primary Insights account or user field.

To specify the matching:

  1. Select the Account List Sync tab or the User List Sync tab.

  2. Click Change Primary Fields.

  3. Select an Insights account or user field, then select a matching Marketo lead field.

    The Insights account or user field must have a unique value for each account or user. The Marketo lead field must also have a unique value for each Marketo lead. The Insights to Marketo Connector matches a Marketo lead with an Insights account or user when the values of the specified fields are identical.

    Zuora recommends that you choose fields that contain email addresses, Salesforce IDs, or values of another unique external identifier.

  4. Click Save.

The Insights to Marketo Connector displays the specified fields above the Add Segment and Change Primary Fields buttons.

Configure List Synchronization

You can configure the Insights to Marketo Connector to update Marketo static lists to match Insights account or user segments.

To specify which Marketo static lists to update:

  1. Select the Account List Sync tab or the User List Sync tab.

  2. Click Add Segment.

  3. Select an Insights account or user segment, then select a Marketo static list.

  4. Click Save.

For example:

The Insights to Marketo connector will update the specified Marketo static lists as part of the next scheduled synchronization. Each Marketo static list will be updated to contain the same leads as the corresponding Insights account or user segment.

Configure Lead Synchronization

You can configure the Insights to Marketo Connector to update Marketo lead fields with Insights account or user information.

To specify which Marketo lead fields to update:

  1. Select the Account Lead Field Sync tab or the User Lead Field Sync tab.

  2. Click Add Segment to Sync.

  3. Select an Insights account or user field, then select a Marketo lead field.

  4. Click Save.

For example:

The Insights to Marketo connector will update the specified Marketo lead fields as part of the next scheduled synchronization. For each Marketo lead, the values of the specified fields will be updated to contain the same values as the corresponding Insights account or user fields.

Monitor the Insights to Marketo Connector

The History tab of the Insights to Marketo Connector lists the synchronizations that have been performed. To immediately initiate a synchronization, click Sync on Demand.

For completed synchronizations, you can download a JSON description of the data that was synchronized from Insights to Marketo. These JSON descriptions are currently retained indefinitely.

If a synchronization starts but does not complete, the Insights to Marketo Connector will retry the synchronization up to 25 times.

If the status of a synchronization is Error, submit a request at Zuora Global Support.

Last modified
20:33, 28 Jun 2017

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