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

Account Connector allows you to export Demandbase account data to third-party integrations. After selecting the fields to export, you generate an API token for the integration to authenticate the connection. The Account Connector then transmits the account data to the integration via API.

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

Prerequisites

• You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.
• Decide which fields include data you want to send from Demandbase to the integration.
• (Optional) For all data points, create a custom field in Demandbase.

Steps

1. From the left navigation bar, go to Settings > Demandbase-Wide Settings > Account Connector and click Create New.
2. Select the integration from the Integration Name drop-down list.
   Tips: 
   • Since each integration can only be added once, the drop-down list doesn't include integrations that you've already set up.
   • If you need a custom integration that isn't listed, contact your Demandbase Account Team.
3. From the Search Field(s) drop-down list, select the fields with the account data to send to the integration. Field types include:
   • Matched Company
     Tip: We strongly recommend selecting this field to ensure accurate record matching.
   • Firmographics
   • Technographics
   • Scores: Qualification Scores, Pipeline Predict, Engagement Points
   • CRM/MAS fields (account level)
   • Demandbase Calculated Fields (account level)
   • CSV Generated Fields (account level)
   • Journey Stages
   • Segments (account level)
     Tip: Demandbase automatically identifies the integration as Client side (cookies) or Server side (IP address).
4. Click Create.
   Tip: The Field Mapping tab opens to show the mapping of selected Demandbase fields (Data Field column) to the corresponding integration field (Attribute Name column). You can click the pencil icon to update an attribute name.
5. To make a field active, toggle on Inactive/Active. 
   Important: You must make at least one field active to generate a token.
6. Click Save.

Outcome

The API token is automatically created. 

Demandbase  reviews your integration setup and approves the API Token for use in the third-party integration application. This process is typically completed within 24 hours.

Next Steps

1. Go to Settings > Demandbase-Wide Settings > Account Connector.
2. Make sure the integration status is Active.
3. Click the integration name.
4. In the General tab, click the copy icon to copy the API token.
5. Paste the token in the third-party integration application.