Requirements

Step 1: Create API Integration

To get the required Client ID, Client Secret and tenant specific subdomain, you will need to create a new API integration package.

1. In Marketing Cloud, go to Setup → Apps → Installed Packages.

   
2. Click New. Give the package a name and description. Click Save once you've completed the inputs.

   
3. Click on the package you just created to open its detail view. Under Components, click Add Component then select API Integration. Click Next.

   
4. On the next screen, select the Server-to-Server option. Click Next.

   
5. On the final screen you will set the scopes associated with the component. See the table and screenshot below for the required permissions.

Section	Scope	Permission
Automation	Automations	Read, Write, Execute
Data	Data Extensions	Read, Write
Data	File Locations	Read, Write

With configuration completed, the package will look like this:

Ensure that the integration type is Server-to-Server.

Provide the following details to your Clario Client Success Team:

• Client Id

• Client Secret

• REST Base URI

Step 2: Configure Activity Data Feed

Clario needs a few things in place before we can start receiving your Salesforce Marketing Cloud activity.

Confirm You Have The Needed Features Provisioned For Your Account

• Tracking Extract Activity

• Data Extract Automation

• File Transfer Automation

Please contact your Salesforce Marketing Cloud representative to confirm.

Configure a Key for Outbound SFTP

1. Obtain an SSH private key from your Clario Customer Success representative.

2. Navigate to Setup → Administration → Data Management → Key Management

3. Select New Key

4. Use the following settings in the New Key dialog: Key Type: SSH Name: Clario SFTP External Key: ClarioSftpKey Key: Browse to the location where you saved the Clario provided key and select it. Public Key: Unchecked

   

Step 3: Data Extension Folders

Clario uses folders to group data extensions we manage and keep your SFMC environment tidy. Clario requires two folders: Clario Audiences and Clario Test Audiences. Perform this action at the enterprise level as well as each business unit you will be pushing audiences to.

1. Navigate to Email Studio -> Subscribers -> Data Extensions

   

2. Expand your data extension hierarchy and find the folder you would like to nest the Clario managed data extensions folders under.
3. Right click on the folder and then click New Folder from the context menu. Create two new folders: Clario Audiences and Clario Test Audiences.