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New Source: Salesforce Pardot #2978

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sherifnada opened this issue Apr 20, 2021 · 9 comments
Closed

New Source: Salesforce Pardot #2978

sherifnada opened this issue Apr 20, 2021 · 9 comments

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@sherifnada
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sherifnada commented Apr 20, 2021

Tell us about the new integration you’d like to have

https://www.pardot.com/

Describe the context around this new integration

  • Which team in your company wants this integration, what for? This helps us understand the use case.
  • How often do you want to run syncs?
  • If this is an API source connector, which entities/endpoints do you need supported?

Describe the alternative you are considering or using

What are you considering doing if you don’t have this integration through Airbyte?

┆Issue is synchronized with this Asana task by Unito

@po3na4skld
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Integration Vetting

Webhook-based?

No

Available authentication modes

OAuth, Bearer token

Connecting to the data source

All requests to the API must:

  • Use either HTTP GET or POST. Version 5 also supports PUT and DELETE requests.
  • Pass access token in an HTTP Authorization header.
  • Pass Pardot Business Unit ID in an HTTP Pardot-Business-Unit-Id header.
  • Use the correct URL for your Pardot environment.

Creating an account

The Essentials Edition does not allow for API access. You will only be able to integrate with apps available in our AppExchange for the Essentials edition. You can find more info here To access the API, you'll need to upgrade your edition to Professional or Enterprise. @sherifnada

Ability to register 14-days trial account, pricing plans:
Screenshot 2021-06-10 at 15 50 50

How to populate the account with data?

Can it be done entirely through the API?

Yes

Will it require some work through the UI? If so, what is required?

No

Will it require performing some paid action like running an Ad campaign? If so, please note the action needed, estimated cost, and estimated effort in hours. If a task will take more than 4 hours, break it down into smaller tasks each of which take no more than 4 hours

No

Do you need any actions from Airbyte to populate the account with data?

There are basic samples for introduction purposes

Available streams for sync

All endpoints have sync read method and XML as responses

Accounts
Campaigns
Custom Fields
Custom Redirects
Dynamic Content
Emails
Email Clicks
Email Templates
Forms
Lifecycle History
Lifecycle Stage
Lists
List Membership
Opportunity
Prospects
Prospect Account
Tags
TagObjects
Users
Visitors
Visitor Activities
Visits

Do any streams support incremental sync?

almost all streams can be queried by created_before, created_after, updated_before, updated_after fields.
almost all streams have sort orders by date or id

Those that cannot support incremental sync:

  • Accounts
  • Emails
  • Email Clicks
  • Email Templates
  • Visits

Preparation scope & blockers

Buy an account as trial lasts only for 14 days

To access the API, you'll need to upgrade your edition to Professional or Enterprise: https://www.salesforce.com/editions-pricing/sales-and-service-cloud.

Other information/blockers

Source also supports OAuth2.0, has three vesrions of API: 3, 4, 5. The newer the api the less endpoints there are
API interface written in XML

Error codes description

@sherifnada
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@po3na4skld this page says professional pricing is $175/mo -- where did you get the screenshot above?

@sherifnada sherifnada removed this from the Connector Vetting June 11, 2021 milestone Jun 10, 2021
@po3na4skld
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po3na4skld commented Jun 11, 2021

@po3na4skld this page says professional pricing is $175/mo -- where did you get the screenshot above?

@sherifnada when I had registered and logged in from this https://www.pardot.com/ link, they asked me to buy a plan and gave this pricing plan. Also pricing plans from your link are the same with those I've sent. Maybe we have different pricing due to the region we live in

Screenshot 2021-06-11 at 10 22 59

@po3na4skld
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@sherifnada to login into pardot dashboard, you need to open lastpass and go to the url that specified there, pass credentials and login, they can ask you for a mobile number but you are open to skip this step.

@kyle-cheung
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+1! Would love to see this source

@kyle-cheung
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any update on this? would be huge in my org and im sure for many others as well!

@dubravcik
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dubravcik commented May 12, 2022

Hi, this looks as it was merged and released half a year ago but I can't access docs https://docs.airbyte.com/integrations/sources/pardot mentioned in the release log https://docs.airbyte.com/project-overview/changelog/connectors/, nor I don't see it in Airbyte as a source. I am using 0.36.6

@igrankova igrankova reopened this May 12, 2022
@igrankova
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@dubravcik I see the issue with sandbox is blocked on Salesforce side: #7276
They provide a Pardot provisioned Salesforce Developer Org only to partners. We still in progress with the partner program.

@marcosmarxm
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Closed by #7091

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