Marketo SSIS Components

Using the Marketo Destination Component

The Marketo Destination Component is an SSIS data flow pipeline component that can be used to write data to Marketo. You can Create, Update, Upsert, or Delete objects that allow a particular action with this component. There are three pages of configuration:

• General
• Columns
• Error Handling

The General page is used to specify general settings for the Marketo Destination Component. The Columns page allows you to map the columns from upstream components to Marketo fields in the destination object. The Error Handling page allows you to specify how errors should be handled when they occur.

General Page

The General page allows you to specify general settings for the component.

Marketo Connection Manager

The Marketo Destination Component requires a Marketo connection. The Marketo Connection Manager option will show all Marketo connection managers that have been created in the current SSIS package or project.

Destination Object

The Destination Object drop-down lists all of the currently supported objects which you can write to.

Action

The Action option allows you to specify how data should be written to Marketo. There are currently five (5) supported:

• Create
• Update
• Upsert
• Delete
• Merge (since v1.4) (Lead object only)

Dedupe By

The Dedupe By option is available when performing an Update action on most objects. "Dedupe" is a Marketo term for de-duplicate. You can choose to dedupe by Dedupe Fields or the Id Field. Depending on what option is selected determines what field(s) will uniquely identify records while updating.

Delete By

The Delete By option is available when performing a Delete action on most objects. You can choose to delete by Dedupe Fields or the Id Field. Depending on what option is selected determines what field(s) will uniquely identify records while deleting.

Identifier Field

The Identifier Field specifies the field that will behave like the primary key field. This only applies to the Lead object when you are Creating, Updating, or Upserting. The way the field behaves is different for the different actions:

• Create: The Identifier Field behaves like a duplicate detection field. The record cannot be created if the value of the Identifier Field matches that of a record in Marketo.
• Update: The Identifier Field behaves like a selector. The record in Marketo that gets updated is the one whose Identifier Field matches that of the record being sent.
• Upsert: The Identifier Field behaves like a combination of the Create and Update actions.

Partition Name (since v2.2)

The Partition Name allows you to specify the partition when creating or updating leads in Marketo.

Note this option will only be available to the Lead object with Upsert action and use Email as Identifier Field.

Bulk API (since v3.0)

Use Bulk API option dictates whether you want to use Marketo Bulk Import API to write to your Marketo system. By default, this option is not selected. When using Marketo Bulk API, your data will be processed asynchronously, which can provide some significant performance improvement.

Note: This option will only be available to Lead and Custom Objects.

When the option is enabled, the following bulk API-related options become available for configuration.

Static List Id (Lead Object Only)

Specify the ID of the static list to import Leads into.

Polling Throttle Rate

The Polling Throttle Rate determines the frequency rate to poll the status of the job to determine if it has been completed.

Batch Size

The Batch Size lets you specify how many records to send per service call to Marketo.

Refresh Component Button

Clicking the Refresh Component button causes the component to retrieve the latest metadata and update each attribute to its most recent metadata.

Map Unmapped Fields Button

By clicking this button, the component will try to map any unmapped Marketo attributes by matching their names with the input columns from upstream components. This is useful when your source component has recently added more columns, in which case you can use this button to automatically establish the association between input columns and unmapped destination attributes.

Clear All Mappings Button

By clicking this button, the component will reset all your mappings in the destination component.

Expression fx Icon

Click the blue fx icon to launch SSIS Expression Editor to enable dynamic updates of the property at run time.

Generate Documentation Icon

Click the Generate Documentation icon to generate a Word document that describes the component's metadata including relevant mapping, and so on.

Columns Page

The Columns page of the Marketo Destination Component allows you to map the columns from upstream components to the Marketo destination fields.

On the Columns page, you will see a grid that contains four columns as shown below.

• Input Column: You can select an input column from an upstream component for the corresponding Marketo field.
• Marketo Field: The Marketo field where you are writing data.
• Data Type: This column indicates the type of value for the current field.
• Unmap: This column can be used to unmap the field from the upstream input column, or otherwise it can be used to map the field to an upstream input column by matching its name if the field is not currently mapped.

Error Handling Page

The Error Handling page allows you to specify how errors should be handled when they happen.

There are three options available:

1. Fail on error
2. Redirect rows to error output
3. Ignore error

When the Redirect rows to error output option is selected, rows that failed to write to Marketo will be redirected to the 'Error Output' output of the Destination Component. As indicated in the screenshot below, the green or blue output connection represents rows that were successfully written, and the red 'Error Output' connection represents erroneous rows. The 'ErrorMessage' output column found in the 'Error Output' may contain the error message that was reported by Marketo or the component itself.

Note: Use extra caution when selecting the Ignore error option, since the component will remain silent for any errors that have occurred.

Enable Columns for Default Output.

• MarketoRecordId: Contains the ID of the Marketo item
• RecordStatus: Contains the status of the Marketo record

License Manager

SSIS Integration Toolkit comes with a license manager program that helps you manage and activate the product license key to be used for the toolkit. The below information is useful for development workstations and Single Server license management. For Azure-SSIS IR deployments, license management and activation will be handled through the PowerShell script, see Running SSIS Integration Toolkit on the Cloud for further details.

Without a commercial license, SSIS Integration Toolkit will operate under the Developer License which is free to use for development or evaluation purposes. Under the developer license, you can use the software within the development tool (SSDT-BI, BIDS, or Visual Studio).

The only limitation of the free developer license is the inability to run the software outside of the development tool (SSDT-BI, BIDS, or Visual Studio). If you would like to run the software outside the development tool, such as running SSIS packages on a scheduled basis or from a command line, you will need to acquire a license from us.

If you want to test out the functionality by scheduling your SSIS packages, a trial license can be requested. To do so, you can launch the License Manager program, then click the "Change/Update License Key..." button, where you can request a free trial license after filling out the necessary Licensee Information.

If you have received a product license key from us after placing an order through our online shopping cart system, you can also click the "Change/Update License Key..." button and enter the product license key in order to activate the software to use the fully-featured commercial license.

The Licensee field is where you will specify the company the software is licensed to, you can include your system's machine name for future reference. For example, the Licensee can be "ABC Inc." or "XYZ Corp (SQLSVR-001)." The Contact Email would be the person we reach out to for any license-related notices such as renewal reminders.

To request a free trial license or activate a product license key that you have received, you can use the Web Service option to complete the process by sending the request to our license server directly. An Internet connection is required when the Web Service option is used. This is the option that we recommend.

Alternatively, you can choose the Email option so that the license manager will generate an email for you which you can send to us. The Email option should only be used if your system has no Internet access. It requires manual processing so please expect to wait for 24 to 48 hours before receiving a license file from us. Once you have received the license file from us through email, you can save it to a local file, which you can then install by clicking the "Install License File..." button in the License Manager.

If you have acquired a license from us, once the software has been activated, your license manager should look as shown below:

Connection Tier will display the number of distinct connections your license supports per connection type within 24 hours at run-time. Multiple connections to the same instance are typically treated as 1 distinct connection (exceptions may apply depending on the nature of the service). Selecting the magnify icon will launch the Run-time Connection Usage Summary window which will display counts on the number of connections made per connection type and when the 24-hour period will reset.

If you own a perpetual license from us, you should be able to see your Maintenance Expiry Date in the License Manager program. By default, your perpetual license should be instated with a one-year maintenance and upgrade included, which entitles you to use any version of the software released before your Maintenance Expiry Date. To extend your software license maintenance, log in to our portal and navigate to the license key using the License Keys menu. From there, you can renew the license or otherwise reach out to our Client Services team to request their assistance in renewing your license terms.

Note: Perpetual license is only applicable to clients who have previously acquired such a license before the deprecation of the license type. It is no longer offered for any new purchases.

If your commercial license is a subscription license, you will not see the Maintenance Expiry Date option in the License Manager program, since your subscription license comes with maintenance and upgrade for the entire subscription period. Instead, you will see your license expiry date and a progress bar with the number of days left on your subscription.

Note: You must run the License Manager program under a local administrative account due to the privileges required to write license files to the system.