Validate Marketo Data with QuerySurge

QuerySurge is a smart data testing solution that automates data validation and testing. When paired with the CData JDBC Driver for Marketo, QuerySurge can work with live Marketo data. This article walks through connecting to Marketo data from QuerySurge.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Marketo data. When you issue complex SQL queries to Marketo, the driver pushes supported SQL operations, like filters and aggregations, directly to Marketo and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Marketo data using native data types.

Connecting to Marketo Data in QuerySurge

To connect to live Marketo data from QuerySurge, you need to deploy the JDBC Driver JAR file to your QuerySurge Agent(s) and add a new connection from the QuerySurge Admin view.

Deploy the JDBC Driver

1. Download the CData JDBC Driver for Marketo installer, unzip the package, and run the JAR file to install the driver.
2. Once the driver is installed, stop the Agent Service.
3. Copy the JAR File (and license file if it exists) from the installation location (typically C:\Program Files\CData\CData JDBC Driver for Marketo\lib\) to your Agent(s) (QuerySurge_install_dir\agent\jdbc).
4. Restart the Agent Service.

For more information on deploying JDBC drivers for QuerySurge, refer to the QuerySurge Knowledge Base.

Configure a New Connection to Marketo

1. Log into QuerySurge and navigate to the Admin view.
2. Click Configuration -> Connections in the Administration Tree.
3. Click Add to create a new connection.
4. In the QuerySurge Connection Wizard, click Next.
5. Name the connection (e.g. CData JDBC Connection to Marketo).
6. Set the Data Source to "All Other JDBC Connections (Connection Extensibility)" and click Next.
7. Set the Driver Class to cdata.jdbc.marketo.MarketoDriver and click Next.

8. Set the Connection URL using the necessary connection properties to authenticate with Marketo. Your Connection URL will look something like the following:

   jdbc:marketo:Schema=REST;RESTEndpoint=https://311-IFS-929.mktorest.com/rest;OAuthClientId=MyOAuthClientId;OAuthClientSecret=MyOAuthClientSecret;

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Marketo JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.marketo.jar

   Fill in the connection properties and copy the connection string to the clipboard.

   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.

9. Set the Test Query to enable the Test Connection button for the Connection (e.g. SELECT * FROM Leads LIMIT 1) and click Next.
10. Click Test Connection to ensure the connection is configured properly and click Save to add the connection.

Once the connection is added, you can write SQL queries against your Marketo data in QuerySurge.

Compare Marketo Data Queries with a QueryPair

With the connection configured, you can follow the steps below to compare querying Marketo data with a QueryPair.

1. Select "Design Library" from the Design Menu
2. Click QueryPairs under QuerySurge Design
3. Click "Create New QueryPair"
4. Name the QueryPair and click Save
5. In either the Source or Target panes, select the connection created above (select the same connection to query Marketo twice or another connection to perform a comparison)
6. Write queries in the Editor for each pane, e.g. SELECT * FROM Leads
7. Click the "Design-Time Run" tab to execute the queries
8. When the query execution is finished, click "View Query Results" to see the Marketo data returned by the query

Download a free, 30-day trial of the CData JDBC Driver for Marketo and start working with your live Marketo data in QuerySurge. Reach out to our Support Team if you have any questions.