Integration between Census and Marketo offers a seamless and efficient way to connect and synchronize data between these two platforms. Census, a powerful data integration tool, enables businesses to gather, transform, and manage their data from various sources. On the other hand, Marketo, a leading marketing automation software, helps businesses automate their marketing campaigns and streamline their lead generation processes. By integrating Census with Marketo, businesses can effortlessly transfer valuable customer data, such as contact information, purchase history, and behavioral insights, from Census to Marketo. This integration empowers marketers to create highly personalized and targeted marketing campaigns, improving customer engagement and driving revenue growth. With the ability to effortlessly sync data between Census and Marketo, businesses can unlock the full potential of their marketing efforts and deliver exceptional experiences to their customers.
Integration Guide: Census to Marketo
Introduction:
This integration guide will walk you through the process of integrating Census, a powerful data platform, with Marketo, a leading marketing automation tool. By integrating these two platforms, you can seamlessly sync your customer data between Census and Marketo, enabling you to leverage Census's data enrichment capabilities and Marketo's marketing automation features to enhance your marketing campaigns.
Prerequisites:
Before starting the integration process, ensure that you have the following prerequisites in place:
1. Access to a Census account with administrative privileges.
2. Access to a Marketo account with administrative privileges.
3. Basic knowledge of Census and Marketo platforms.
Integration Steps:
Step 1: Set up a Census Connection:
1. Log in to your Census account.
2. Navigate to the Connections section.
3. Click on the "Add Connection" button.
4. Select "Marketo" from the available options.
5. Provide the required credentials to connect Census with your Marketo account.
6. Test the connection to ensure it is successfully established.
Step 2: Map Census Fields to Marketo Fields:
1. In Census, go to the Connections section and select the Marketo connection you just created.
2. Click on the "Field Mapping" tab.
3. Review the list of available Census fields and Marketo fields.
4. Map the corresponding Census fields to their respective Marketo fields.
5. Ensure that the mapping is accurate and aligned with your data requirements.
6. Save the field mapping configuration.
Step 3: Configure Sync Settings:
1. In Census, go to the Connections section and select the Marketo connection.
2. Click on the "Sync Settings" tab.
3. Configure the sync settings based on your requirements.
- Select the tables or views you want to sync from Census to Marketo.
- Define the sync frequency (e.g., daily, hourly).
- Set up any filters or transformations if needed.
- Enable or disable specific fields for syncing.
4. Review the settings and make sure they align with your data sync needs.
5. Save the sync settings configuration.
Step 4: Initiate the Initial Sync:
1. In Census, go to the Connections section and select the Marketo connection.
2. Click on the "Sync History" tab.
3. Initiate the initial sync by clicking on the "Sync Now" button.
4. Monitor the sync progress and ensure that it completes successfully.
5. Verify that the data from Census has been successfully transferred to Marketo.
Step 5: Automate Ongoing Sync:
1. In Census, go to the Connections section and select the Marketo connection.
2. Click on the "Sync Settings" tab.
3. Enable the scheduled sync option and set the desired frequency.
4. Save the settings to automate the ongoing data sync between Census and Marketo.
5. Monitor the sync history for any errors or issues and take necessary actions.
Conclusion:
Congratulations! You have successfully integrated Census with Marketo. Now, Census will automatically sync your customer data to Marketo, ensuring that you have the most up-to-date information for your marketing campaigns. Leverage this integration to enhance your marketing automation efforts and maximize the value of your customer data.
