Add or Update Demandbase Users in Bulk

  • Updated

Context

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 HubSpot CRM.
  • Create, read, update, or delete users using our API. For more information, see the Demandbase Admin API documentation.

Tips:

Prerequisites/Preparation

You must have Admin privileges in Demandbase.

For CSV imports, the file must contain the following required columns:

Important: You must use CSV files with unique file names when importing new or updated users.

For CRM imports, set up the required Demandbase integration for Salesforce or HubSpot CRM.

Steps: Import or Update Users from CSV Files

  1. From the left navigation bar, go to Settings_N.png 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.
    Users Import Options.png
  3. In the window that opens, click Browse to select the CSV file, or drag and drop the CSV file, with the users to import.
  4. (Optional) Toggle on Send Welcome email to each of these users?.
  5. Click Import.
    Import CSV Users 2.png

Steps: Import Users from CRM

  1. From the left navigation bar, go to Settings N.png 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.
    Users Import Options.png
  3. In the window that opens, select the users to add and click Next.
    Important: Only Standard Salesforce users can be imported from this page. If you don't see users you want to import, check that their user type is set to Standard.
    Users Import CRM.png
  4. In the window that opens, select the Department, Assigned View, and Permission Sets for the users.
  5. (Optional) To send welcome email to the users, select Yes.
    Users Import CRM Attributes.png
  6. Click Import.

Outcome

Added users can now access Demandbase. 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.

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