Data integration
Data Pipelines
How to's

Got insights from this post? Give it a boost by sharing with others!

Pardot connector set up guide

To integrate your Pardot (also known as Salesforce Pardot) data with Windsor.ai and utilize it across various data destinations such as Google Sheets, Looker Studio, Google BigQuery, Excel and data warehouses follow these instructions. Additionally, you can establish connections with data sources available in Windsor.ai.

Before proceeding with the Pardot-Windsor.ai connection, ensure you have the following prerequisites:

  1. A user account within a Salesforce instance that is linked to Pardot.
  2. The business unit ID specific to your Pardot account.
  3. A Pardot instance that supports the usage of Pardot API versions 4 (V4) and 5 (V5).
  4. AMPSEA (Authentication and Authorization for Pardot Marketing Data via Salesforce Enhanced Analytics) is required for utilizing Pardot API versions 4 and 5. If you encounter the error message “Pardot error: 89 Your account is unable to use version 4 of the API,” it is likely that AMPSEA is not enabled for your Pardot instance. For more information on AMPSEA, refer to the Salesforce documentation.

How to Find Your Account Engagement (Pardot) Business Unit ID

  1. In Salesforce, click on Setup (gear icon in the top-right corner).

  2. In the left-hand menu, under Platform Tools → Account Engagement, select Business Unit Setup.

  3. In the Business Unit Setup screen, locate the Business Unit ID field (it looks like 0Uv1...).

  4. Copy the Business Unit ID and save it in a safe place (e.g., a notepad).

    • You will need this ID when authenticating Salesforce Account Engagement (Pardot) in Windsor.ai for the first time.

Unblock the Windsor.ai Connected App (Optional, if required)

If the installation is not successful it can happen that Windsor.ai been blocked in Salesforce, you need to unblock it so users can connect again.

  1. In Salesforce, go to Setup.

  2. In the left-hand menu, under Apps → Connected Apps → Connected Apps OAuth Usage.

  3. Find Windsor.ai in the list of connected apps.

  4. Under Actions, click Unblock.

  5. In the confirmation popup, click OK.

    • This allows users to reconnect and use the Windsor.ai integration.

 

Try Windsor.ai today

Access all your data from your favorite sources in one place.
Get started for free with a 30 - day trial.

Start Free Trial

 

You might also be interested in…

Tired of juggling fragmented data? Get started with Windsor.ai today to create a single source of truth

Let us help you automate data integration and AI-driven insights, so you can focus on what matters—growth strategy.
g logo
fb logo
big query data
youtube logo
power logo
looker logo