Instructions for Klearly access to Marketo

Why Klearly needs access, what kind of access is needed, and how to set up access

Table of contents

• What is Klearly?
• Requirements
• Instructions
  • Step 1: Create an API-only user role in Marketo
  • Step 2: Create a Klearly API user
  • Step 3: Create an API Custom Service in Marketo
  • Step 4: Whitelist our IP addresses in Marketo
  • Step 5: Retrieve your Marketo REST API Base URLs
  • Step 6: Complete the data integration following your custom integration link
• Questions

What is Klearly?

Klearly is a SaaS product that reads sales, marketing, and customer success data from Marketo. Klearly uses machine learning to  understand how teams' activities quantifiably contribute to revenue, and which activities sales, marketing, and customer success teams should prioritize next. 

Requirements

To integrate your Marketo data with Klearly, you'll need Admin permissions in Marketo.

This document will guide you through:

1. Creating an API-only user in Marketo
2. Creating a Klearly API user with that API-only role
3. Creating an API Custom Service in Marketo
4. Whitelisting Klearly's IP addresses
5. Retrieving your API URLs
6. Entering this data via Klearly's portal

Instructions

To grant Klearly permission to access data from your Marketo instance, a Marketo user with Admin permissions should follow these steps.

Step 1: Create an API-only user role in Marketo

1. Sign into your Marketo account.
2. Click the Admin option.
3. Under Admin, open the Security menu.
4. Click Users & Roles.
5. Click the Roles tab.
6. Click New Role.
7. In the Create New Role window, do the following:
   • Role Name - Enter a name for the role. If it’s specific to Klearly, make the name specific - something like “Klearly API Role.”
   • Description - Enter a description.
   • Permissions - Click the checkbox next to the Access API option.
8. Click Create.

Step 2: Create a Klearly API user

Next, you’ll create an API User for Klearly. Creating a Klearly-specific user ensures that we are easily distinguishable in any logs or audits.

1. Click the Admin option.
2. Under Admin, open the Security menu.
3. Click Users & Roles.
4. In the Users tab, click Invite New User.
5. In the INFO section, enter onboarding@klearly.com under email address, Klearly under first name, and API under last name.
6. Click Next.
7. In the PERMISSIONS section, click the checkboxes next to the API User Role you created and the API Only option.
8. Click Next.
9. In the MESSAGE section, click the Send button to create the user.

Step 3: Create an API Custom Service in Marketo

To generate the API credentials you need to connect Klearly to Marketo, you need to create an API Custom Service and associate it with the Klearly API user.

1. In Admin, open the Integration menu.
2. Click LaunchPoint.
3. Click New and then New Service.
4. In the New Service window, do the following:
   • Display Name - Enter “Klearly”.
   • Service - Select Custom from the dropdown.
   • Description - Enter a description.
   • API Only User - Select the Klearly user you created.
5. Click Create.
6. After the service is created, it’ll display in the Installed Services grid. Click the View Details link to display your API credentials.
7. Copy the Client ID and Secret into a text file.

Step 4: Whitelist our IP addresses in Marketo

1. In the Integration menu, click Web Services.
2. In the IP Restrictions section, click the Edit button.
3. In the Allowed Addresses field, paste the first IP address in this list:
   

   52.23.137.21/32

   52.204.223.208/32

   52.204.228.32/32

   52.204.230.227/32

4. Repeat step 3 until all IP addresses in the list are added.
5. Click the Save button.

Leave the Web Services page open - you’ll need it in the next step.

Step 5: Retrieve your Marketo REST API Base URLs

1. On the Web Services page, scroll down to the REST API section.
2. In this section, find the Endpoint and Identity fields.
3. Copy these URLs into the text file where you have your Client ID and Client Secret.

Step 6: Complete the data integration following your custom integration link

Using the link provided, head to our data integration page and select the Marketo integration. From there you will provide the Client ID, Client Secret, Endpoint url, and Identity url you gathered in the earlier steps.

You can expect to get this link from a Klearly team member.

Questions