Add or Update Demandbase Users in Bulk

You can import users in bulk to create or update multiple Demandbase user accounts. Demandbase supports the following methods:

• 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.
• Salesforce or Microsoft Dynamics CRM: Import Standard users from your CRM. You can also configure whether Demandbase syncs changes to user names, email addresses, and departments. See Configure User Update Settings.
• API: Create, read, update, or delete users programmatically. See the Demandbase API documentation.

Tips:

• To add users individually, see Create and Manage Users.
• To configure how Demandbase handles imported users without an assigned department, see Configure Imported User Settings.
• The top right bar chart of the Users page shows the number of seats available for your company.
  

Prerequisites to Import 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 settings before importing users:
  • Department
  • Assigned View
  • Permission Sets
• For CRM imports: Integrate Salesforce or Microsoft Dynamics CRM.
• For CSV imports: Prepare a CSV file with the following columns:
  Important: Use a unique CSV file name each time you import new or updated users.
  • Name
  • Email: Cannot contain spaces or parentheses after the domain.
  • External User Id: Optional.
  • Department
  • Assigned View
  • Permission Sets
  • Job Function: Supported values are 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 Demandbase 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 template with the required columns.
   
3. In the window that opens, click Browse to select your CSV file, or drag and drop the file.
4. Click Import.
   Important: If the import exceeds the maximum number of allowed users, Demandbase displays an error message. Delete existing users or contact your Demandbase Account Team to upgrade your plan.
   

Import Demandbase Users from CRM

1. From the left navigation bar, go to Settings > User Management > Users.
2. Click Import Users and select your CRM. For example, select From Salesforce to import Salesforce users.
   
3. In the window that opens, select the users to import, and click Next.
   Important: You can only import Standard users from Salesforce or Microsoft Dynamics.
   
4. Select the Department, Assigned View, and Permission Sets to assign to the imported users.
5. Click Import.
   Important: If the import exceeds the maximum number of allowed users, Demandbase displays an error message. Delete existing users or contact your Demandbase Account Team to upgrade your plan.
   

Outcome of Importing Demandbase Users in Bulk

After the import completes:

• New users receive an activation email with instructions to activate their Demandbase accounts.
• Users can access Demandbase features based on their assigned permission sets.

• Admins can review import results on the Change History page. See Understanding Change History for User Imports.