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Visio Shapes とMarketo Data を連携

Visio master shapes での変更を自動的にMarketo data に更新。

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for Marketo. The driver surfaces Marketo data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to Marketo data.

Connect to Marketo as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

REST およびSOAP API の両方をサポートしています。Schema プロパティで選択してください。

REST API: OAuth とREST セクションでOAuthClientId、OAuthClientSecret、RESTEndpoint プロパティを設定。

SOAP API: SOAP セクションでUserId、EncryptionKey、SOAPEndpoint プロパティを設定。

詳細はヘルプドキュメントの「はじめに」を参照してください。

Connect Marketo Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Link Data to Shapes.
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for Marketo, select the table you want to import, and finish the wizard. This article uses Leads as an example.

Link Marketo Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link Marketo entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Leads as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them.
  7. Drag a few other Marketo entities onto the drawing page and add association lines back to the main topic, Leads. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Leads entities.

You can refresh your diagram from the Data tab, synchronizing your shapes with the external Marketo data.

 
 
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