Databases
Marketing Analytics

How to load data from Marketo to ElasticSearch

Learn how to use Airbyte to synchronize your Marketo data into ElasticSearch within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Marketo as a source connector (using Auth, or usually an API key)
  2. set up ElasticSearch as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Marketo

Marketo develops the marketing automation software underlying the capabilities of inbound marketing solutions, CRM, social marketing, and other services of the same type. A powerful yet simple-to-use solution for any size company, Marketo was built by marketers for marketers, so it is designed with the needs and solutions required by real businesses in mind. Marketo aims to simplify the marketing process with an all-in-one solution that includes social marketing, event management, marketing ROI and analytics reports, CRM integration, and more.

What is ElasticSearch

Elasticsearch is a powerful search and analytics engine that is designed to handle large amounts of data in real-time. It is an open-source, distributed, and scalable search engine that is built on top of the Apache Lucene search library. Elasticsearch is used to search, analyze, and visualize data in real-time, making it an ideal tool for businesses and organizations that need to process large amounts of data quickly. Elasticsearch is designed to be highly scalable and can be used to index and search data across multiple servers. It is also highly customizable, allowing users to configure it to meet their specific needs. Elasticsearch is commonly used for log analysis, full-text search, and business analytics. One of the key features of Elasticsearch is its ability to handle unstructured data, such as text, images, and videos. It uses a powerful search algorithm to analyze and index this data, making it easy to search and retrieve information quickly. Elasticsearch also supports a wide range of data formats, including JSON, CSV, and XML, making it easy to integrate with other data sources. Overall, Elasticsearch is a powerful tool that can help businesses and organizations to process and analyze large amounts of data quickly and efficiently.

Integrate Marketo with ElasticSearch in minutes

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Prerequisites

  1. A Marketo account to transfer your customer data automatically from.
  2. A ElasticSearch account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Marketo and ElasticSearch, for seamless data migration.

When using Airbyte to move data from Marketo to ElasticSearch, it extracts data from Marketo using the source connector, converts it into a format ElasticSearch can ingest using the provided schema, and then loads it into ElasticSearch via the destination connector. This allows businesses to leverage their Marketo data for advanced analytics and insights within ElasticSearch, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Marketo as a source connector

1. First, navigate to the "Sources" tab on the Airbyte dashboard and click "New Source".

2. Select "Marketo" from the list of available sources.

3. Enter a name for your Marketo source connector and click "Next".

4. Enter your Marketo credentials, including your Client ID, Client Secret, and REST Endpoint URL. You can find these credentials in your Marketo account under "Admin" > "LaunchPoint".

5. Click "Test" to ensure that your credentials are correct and that Airbyte can connect to your Marketo account.

6. Once your credentials have been verified, select the objects you want to replicate from Marketo. You can choose from a variety of objects, including leads, opportunities, and campaigns.

7. Configure any additional settings, such as the replication frequency and the number of records to replicate per batch.

8. Click "Create Source" to save your Marketo source connector.

9. Your Marketo data will now be replicated to Airbyte, where you can use it to create pipelines and sync your data with other destinations.

Step 2: Set up ElasticSearch as a destination connector

1. First, navigate to the Airbyte website and log in to your account.
2. Once you are logged in, click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the Elasticsearch destination connector and click on it.
4. You will be prompted to enter your Elasticsearch connection details, including the host URL, port number, and any authentication credentials.
5. Once you have entered your connection details, click on the "Test" button to ensure that your connection is working properly.
6. If the test is successful, click on the "Save" button to save your Elasticsearch destination connector settings.
7. You can now use this connector to send data from your Airbyte sources to your Elasticsearch database.
8. To set up a pipeline, navigate to the "Sources" tab and select the source you want to use.
9. Click on the "Create New Connection" button and select your Elasticsearch destination connector from the list.
10. Follow the prompts to map your source data to your Elasticsearch database fields and save your pipeline.

Step 3: Set up a connection to sync your Marketo data to ElasticSearch

Once you've successfully connected Marketo as a data source and ElasticSearch as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Marketo from the dropdown list of your configured sources.
  3. Select your destination: Choose ElasticSearch from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Marketo objects you want to import data from towards ElasticSearch. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Marketo to ElasticSearch according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your ElasticSearch data warehouse is always up-to-date with your Marketo data.

Use Cases to transfer your Marketo data to ElasticSearch

Integrating data from Marketo to ElasticSearch provides several benefits. Here are a few use cases:

  1. Advanced Analytics: ElasticSearch’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Marketo data, extracting insights that wouldn't be possible within Marketo alone.
  2. Data Consolidation: If you're using multiple other sources along with Marketo, syncing to ElasticSearch allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Marketo has limits on historical data. Syncing data to ElasticSearch allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: ElasticSearch provides robust data security features. Syncing Marketo data to ElasticSearch ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: ElasticSearch can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Marketo data.
  6. Data Science and Machine Learning: By having Marketo data in ElasticSearch, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Marketo provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to ElasticSearch, providing more advanced business intelligence options. If you have a Marketo table that needs to be converted to a ElasticSearch table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Marketo account as an Airbyte data source connector.
  2. Configure ElasticSearch as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Marketo to ElasticSearch after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
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Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Marketo?

Marketo's API provides access to a wide range of data related to marketing automation and customer engagement. The following are the categories of data that can be accessed through Marketo's API:  

1. Lead data: This includes information about individual leads such as their name, email address, phone number, company, job title, and other demographic information.  

2. Campaign data: This includes information about marketing campaigns such as email campaigns, social media campaigns, and other types of marketing initiatives.  

3. Activity data: This includes information about the activities that leads have taken such as opening an email, clicking on a link, visiting a website, or filling out a form.  

4. Analytics data: This includes information about the performance of marketing campaigns such as open rates, click-through rates, conversion rates, and other metrics.  

5. Account data: This includes information about the companies that leads work for such as company size, industry, and other relevant information.  

6. Custom object data: This includes information about custom objects that have been created within Marketo such as events, webinars, and other types of marketing initiatives.  

Overall, Marketo's API provides access to a wealth of data that can be used to improve marketing automation and customer engagement efforts.

What data can you transfer to ElasticSearch?

You can transfer a wide variety of data to ElasticSearch. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Marketo to ElasticSearch?

The most prominent ETL tools to transfer data from Marketo to ElasticSearch include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Marketo and various sources (APIs, databases, and more), transforming it efficiently, and loading it into ElasticSearch and other databases, data warehouses and data lakes, enhancing data management capabilities.