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Analyze Marketo Data in Infragistics Reveal
Use the CData API Server to create an OData API on top of Marketo data and visualize live Marketo data in Ingragistics Reveal.
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server and Marketo ADO.NET Provider to build dynamic dashboards from live Marketo data. The CData API Server generates an OData API for Marketo, which is natively consumable in Reveal. In this article, we walk through connecting to Marketo in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Marketo from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Marketo"
- 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.
Add Marketo Resource Definitions in API Server
After connecting to Marketo, create Resources, which represent API endpoints for Marketo data.
- Click Settings -> Resources -> Add Resource
- Select the Marketo connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Marketo from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Marketo Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Marketo data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Marketo data. For more information on creating OData feeds from Marketo (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Marketo data in tools that consume OData APIs.
