Connect to Marketo Data from Crystal Reports

Crystal Reports is a business intelligence application by SAP designed to help you analyze your data with well-formatted, pixel-perfect, and multi-page reports. When paired with CData Connect Cloud, Crystal Reports gets access to live Marketo data. This article demonstrates how to connect to Marketo using Connect Cloud and report on Marketo data in Crystal Reports.

CData Connect Cloud provides a pure SQL Server interface for Marketo, allowing you to query data from Marketo without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Marketo, leveraging server-side processing to return the requested Marketo data quickly.

Configure Marketo Connectivity for Crystal Reports

Connectivity to Marketo from Crystal Reports is made possible through CData Connect Cloud. To work with Marketo data from Crystal Reports, we start by creating and configuring a Marketo connection.

1. Log into Connect Cloud, click Sources, and then click Add Connection

2. Select "Marketo" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Marketo.

   Both the REST and SOAP APIs are supported and can be chosen by using the Schema property.

   For the REST API: The OAuthClientId, OAuthClientSecret, and RESTEndpoint properties, under the OAuth and REST Connection sections, must be set to valid Marketo user credentials.

   For the SOAP API: The UserId, EncryptionKey, and SOAPEndpoint properties, under the SOAP Connection section, must be set to valid Marketo user credentials.

   See the "Getting Started" chapter of the help documentation for a guide to obtaining these values.

   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Marketo Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect Cloud through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect Cloud. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect Cloud app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Marketo data from Crystal Reports.

Connect to Marketo from Crystal Reports using Connect Cloud

To establish a connection from Crystal Reports to CData Connect Cloud, you will need to download the JDBC driver.

1. Open the Client Tools page of CData Connect Cloud.
2. Search for and select JDBC.
3. Download and run the setup file.
4. When the installation is complete, locate the JDBC Connect JAR file in the JDBC driver's installation directory, for example, C:\Program Files\CData\JDBC Driver for CData Connect\lib.
5. Copy the JDBC Connect JAR file (cdata.jdbc.connect.jar).

After copying the JDBC CData Connect JAR file, you will need to paste it into the Crystal Reports installation location and configure the connection to Connect Cloud.

1. Find the installation directory for Crystal Reports, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
2. Paste the JDBC Connect JAR file into the Crystal Reports installation directory.
3. Go to the parent java folder. For example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java This folder should contain a CRConfig file.
4. Open CRConfig in a text editor.
5. Add the path to the JDBC CData Connect JAR file in the of the CRConfig file, for example, C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java\lib
6. Log into Crystal Reports and start a blank report.
7. In the Database Expert dialog, click Create New Connection.
8. Select the JDBC data source and the tables you want to add. Click OK.
9. In the Connection dialog, enter the Connection URL (e.g. jdbc:connect:AuthScheme=Basic;user=username;password=PAT;) and Database Classname (e.g. cdata.jdbc.connect.ConnectDriver).
10. Click Finish. The Database Expert dialog displays all available connections.

You can now create reports with the connected data.

Get CData Connect Cloud

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