Add or Update Demandbase Users in Bulk

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

• Import users from a CSV file: Create new users or update existing users. Demandbase matches existing users by Email or External User ID. If a match is found, Demandbase updates the existing user. Otherwise, Demandbase creates a new user.
• Import users from Salesforce or Microsoft Dynamics CRM (Standard users only): Import users from your CRM and configure whether Demandbase syncs changes to their names, email addresses, and departments. 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 to Manage Demandbase Users in Bulk

• 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 Account Team 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.