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Connecting to Pardot

This applies to: Managed Dashboards, Managed Reports

Access Pardot data using a data connector in Symphony.

Set Up Pardot

You may need to first set up a connected app and enable access to Pardot services in order to obtain details such as the Consumer Key and Consumer Secret that you will need when creating a Symphony data connector.

For details, see Setting Up Salesforce OAuth for Pardot API Authentication.

Create the Data Connector

When creating a new data connector, set the Data Provider drop-down to Pardot.

Creating a new data connector for Pardot

Enter the User E-mail, Password, and Security Token for your Salesforce account with Pardot login rights. If you do not already have a security token to provide, you can reset your security token in order to obtain it by email or use your authenticator app.

Enter other details such as the Consumer Key and Consumer Secret from your connected app and Pardot account, detailed in the link provided in the section above.

You can choose between the Pardot v3 and v4 APIs by expanding the Advanced section and setting the API Version.

For more information, see:

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