Set Up Demandbase to Send Data to an Integration: Account Connector

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Context

Use the Account Connector to connect your Demandbase account data to third-party integrations. The Account Connector provides an API Token to make your connection. Supported integrations include Google Analytics, Adobe Analytics, Drift, Optimizely, and Uberflip

Important: The Account Connector sends data TO an integration. To set up Demandbase to receive data FROM an integration, see Set Up an Integration as a Data Source.

Prerequisites

Decide which fields you want to pass from Demandbase to your integration.

(Optional) For all data points, create a custom field in Demandbase.

Steps

  1. From the left navigation bar, go to Settings_N.png Settings > Demandbase-Wide Settings > Account Connector and click Create New Integration.
  2. Select a new integration from the Integration Name drop-down.
  3. In the Search Field(s) drop-down, select the account fields to include in the integration:
    - Firmographics
    - Technographics
    - Scores:Qualification Scores, Pipeline Predict, Engagement Minutes
    - CRM/MAS fields at the Account Level
    - Demandbase Custom Account Fields
    - Journey Stage
    - Account Segments through our Segments feature
    Demandbase identifies your field selections as Client side (cookies) or Server side (IP address). Then Demandbase maps the fields from the integration to the Demandbase field on the Field Mapping page. Data Field is the name of the Demandbase field and Attribute Name is what we use to pass it to your integration.
  4. To turn the fields on, select Activate. (You must activate at least one field to generate a token.)
  5. Click Save.
  6. (Optional) On the General tab, you can add more fields.
  7. Click Generate API token.

Outcome

Our Professional Services team reviews your integration setup and emails you when the integration is approved and the API Token is ready for use in the third-party application, typically within 24 hours.

Next Steps

When you receive the email, return to Settings_N.png Settings > Demandbase-Wide Settings > Account Connector and click the account connector that you created. Click the copy icon CopyIcon.png to copy the token and paste it to the third-party application.

If you need a custom integration, contact your account team or Demandbase Support.

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