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You can use the same connection to export SFMC data. See Salesforce Marketing Cloud ExactTarget Export Integration.

To see sample workflows for importing Salesforce Marketing Cloud data, go to Treasure Boxes.

Currently this This data connector is in Beta. For more information, contact support@treasuredata.com.

Table of Contents

Prerequisites

  • Basic knowledge of Treasure Data

  • Basic knowledge of Salesforce Marketing Cloud

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Treasure Data recommends that you follow the Salesforce integration migration instructions.

Create an Install Package in Salesforce Marketing Cloud

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On the Welcome Page, select your name on top-right corner then select Setup.

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On the left side menu of the new screen, select App > Installed Packages.

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On the Installed Packages screen, select New.

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On the New Package Details pop up, enter the Name and Description. Uncheck (deselect) thecheckbox Create with enhanced functionality (recommended) then select Save.

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On the Package Details screen, select Add Component.

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On the Add Component pop up, select API Integration then select Next.

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On the Add API Integration screen:

  • Scroll to the CHANNELS section and select the Read checkbox on Email

  • Scroll to the CONTACT section and select the Read checkbox on Audiences and List and Subscribers

  • Scroll to the DATA section and select the Read and Write checkbox on Data Extensions, Read for Tracking Events

  • Scroll to HUB section and and select the Read checkbox on Campaign

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On the Installed Packages screen, scroll down to Components panel, then take note of the Client Id and Client Secret. You use the information to write the data from Treasure Data to Salesforce Marketing Cloud.

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How to Create Enhanced Functionality Package

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On the Welcome Page, select your name on top-right corner then select Setup.

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On the left side menu of the new screen, select App > Installed Packages.

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On the Installed Packages screen, select New.

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On the New Package Details pop up, enter the Name and Description and selectthecheckbox Create with enhanced functionality (recommended). Select Save.

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On the Add Component pop up, select API Integration then select Next.

On the Choose Your Integration Type screen, select Server-to-Server and then select Next.

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On the Set Server-to-Server Properties screen:

  • Scroll to the CHANNELS section and select the Read checkbox on Email

  • Scroll to CONTACT section and select the Read checkbox on Audiences and List and Subscribers

  • Scroll to DATA section and select the Read and Write checkbox on Data Extensions, Read for Tracking Events

  • Scroll to HUB section and select the Read checkbox on Campaign

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On the Installed Packages screen, scroll down to Components panel, then take note of the Client Id, Client Secret and Authentication Base URI. You will use the information to write the data from Treasure Data to Salesforce Marketing Cloud.

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Use the TD Console to Create Your Connection

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Go to Integrations Hub > Catalog and search and select Salesforce Marketing Cloud.

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Create Legacy Package Integration

On the New Authentication screen, select Package Type as Legacy Package, then enter the Client Id and Client Secret (which you obtained when you created legacy package in SFMC). Select Continue.

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Enter a Name for this integration and select Done.

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Create Enhanced Package Integration

On the New Authentication screen, select Package Type as Enhanced Functionality Package, then enter the Client Id, Client Secret and Authentication Base URI (which you obtained when you created the enhanced package in SFMC). Optionally, you could specify Account identifier or MID to access multiple BUs (more detail in How to get MID) and Scope to limit the token's scope (more detail in API scopes). Select Continue.

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Enter a Name for this integration and select Done.

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Create a New Transfer

After creating the connection, you are automatically taken to Sources. Look for the connection you created and select New Transfer.

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The following dialog opens. Complete the details and select Next.

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Next, you see a Preview of your data similar to the following dialog. To make changes, select Advanced Settings otherwise, select Next.

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From here, if you want to change some options such as skipping on errors or rate limits, select Advanced Settings:

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Select the database and table where you want to transfer the data:

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Specify the schedule of the data transfer using the following dialog and select Start Transfer:

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You will see the new data transfer in progress listed under the My Input Transfers tab and a corresponding job are listed in the Jobs section.

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The target Contact provides an option to ingest data in multiple requests in case you have too many contact model’s attributes. If you select this option, you also input the number of attributes per request. The default value of this field is 100.

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In some cases, your data breaks because some attributes are faulty. You can use the option Attribute set names will be ignored to skip faulty attributes. This option helps you to ingest data without error from Salesforce Marketing Cloud’s API.

The target Data Extensions provides an option to filter data extensions that you want to ingest and another option to enable ingesting shared data extension.

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The target Email Events provides option to filter:

  • Email name matching pattern (exact or partial match)

  • Email events type that you want to ingest

  • Two options to define a date range to ingesting events on a specific date time range.

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