Set Up Data Export to Third-Party Integrations Using Account Connector

  • Updated

Account Connector allows you to export Demandbase account data to third-party integrations. You select the account fields to export and generate an API token to authenticate the connection. Account Connector then transmits the selected data to the integration through an API.

For supported integrations, see Demandbase One for Marketing Integrations Reference List.

Prerequisites to Set Up Account Connector

  • You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
  • Identify the account fields you want to export to the integration.
  • (Optional) Create custom fields in Demandbase for additional data points.

Set Up Account Connector

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Account Connector.
  2. Click Create New.
  3. From the Integration Name drop-down, select an integration.
    Tips: 
    • Each integration can only be added once. Integrations you've already configured don't appear in the drop-down.
    • To request a custom integration that isn't listed, contact your Demandbase Account Team.
  4. From the Search Field(s) drop-down, select the account fields to export. Available fields include:
    • Matched Company
      Tip: Recommended to ensure accurate account matching.
    • Firmographics
    • Technographics
    • Scores: Qualification Scores, Pipeline Predict, Engagement Points.
    • CRM/MAS fields (account-level fields)
    • Demandbase Calculated Fields (account-level fields)
    • CSV Generated Fields (account-level fields)
    • Journey Stages
    • Segments (account-level fields)
      Tip: Demandbase automatically identifies the integration as Client side (cookies) or Server side (IP address).
  5. Click Create.
    Tip: The Field Mapping tab opens and displays the selected Demandbase fields in the Data Field column and their corresponding integration fields in the Attribute Name column. To change an attribute name, click the pencil icon next to the field and update the name.
  6. Use the Inactive/Active toggle to activate the fields you want to export.
    Important: You must activate at least one field to generate an API token.
  7. Click Save.

Outcome of Setting Up Account Connector

Demandbase automatically generates an API token and reviews the integration configuration for approval. Approval typically takes up to 24 hours.

Copy the API Token to Your Third-Party Integration

After Demandbase approves the integration:

  1. Go to Settings_N.png Settings > Demandbase-Wide Settings > Account Connector.
  2.  Verify the integration status is Active.
  3. Click the integration name.
  4. On the General tab, click the Copy_API_Token.png copy icon.
  5. Paste the API token into the third-party integration application to authenticate the connection.