Add or Update Demandbase Users in Bulk

Important: The availability of some features described in this article depends on your version of Demandbase One.

You can use the following options to manage Demandbase users in bulk:

• Import new users or update existing users from a CSV file: When updating existing users from a CSV file, Demandbase attempts to match existing users based on the Email or External User Id values. Demandbase updates user information for matched users and creates new user profiles for unmatched users.
• Import users from Salesforce (Standard users only) or Microsoft Dynamics CRM (Standard users only): For users imported from your CRM, you can configure if Demandbase syncs updates to the users’ name, email address, and department. See Configure User Update Settings.
• Create, read, update, or delete users using API: See Demandbase Admin API documentation.

Tips:

• You can also add users individually. See Create and Manage Users.
• For users imported from a CSV file or CRM, you can configure how Demandbase imports users that don't have an existing department assigned. See Configure Imported User Settings.
• The top right bar chart shows the number of seats available for your company.
  

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• Configure the following features:
  • Department
  • Assigned View
  • Permission Sets
• For CRM imports, integrate Salesforce or Microsoft Dynamics CRM.
• For CSV imports, the file must contain the following required fields:
  Important: You must use CSV files with unique file names when importing new or updated users.
  • Name
  • Email (cannot include spaces or parentheses after the domain)
  • External User Id (optional)
  • Department
  • Assigned View
  • Permission Sets
  • Job Function (Available values: Sales Leader, Sales Operations Manager, Sales Development Representative, Account Executive, Digital Marketer, Marketing Leader, Demand Generation Marketer, Marketing Operations Manager, Data Analyst, CRM & IT Administrator, Revenue Operations Manager, and Other)

Import or Update Users from CSV Files

1. From the left navigation bar, go to Settings > User Management > Users.
2. Click Import Users and select From CSV.
   Tip: Click Download .csv template to download a file with the required columns.
   
3. In the window that opens, click Browse to select the CSV file, or drag and drop the file containing the list of users.
4. Click Import.
   Important: If you reach the maximum number of allowed users, Demandbase shows an error message. Delete existing users or reach out to your Demandbase CSM to upgrade your plan.
   

Import Users from CRM

1. From the left navigation bar, go to Settings > User Management > Users.
2. Click Import Users and select the option for your CRM. For example, select From Salesforce to import users from Salesforce.
   
3. In the window that opens, select the users to add (use top quick filters if necessary), and click Next.
   Important: Only Standard Salesforce or Dynamics users can be imported.
   
4. In the window that opens, select the Department, Assigned View, and Permission Sets for the users.
5. Click Import.
   Important: If you reach the maximum number of allowed users, Demandbase shows an error message. Delete existing users or reach out to your account manager to upgrade your plan.
   

Outcome

Once the Admin imports Demandbase user accounts, users receive an activation email. The areas of Demandbase they can access depends on their assigned permission sets.

The results of user imports can be viewed from the Change History page. See Understanding Change History for User Imports.