Record Matching

CSV data is matched against records in Demandbase using the following rules:

Accounts are matched against data from your CRM or Demandbase using the following prioritization:

• External account ID (if provided)
• Account domain + account name

Opportunities are matched against accounts using

• account domain
• account name
• or external account ID.

People are matched against accounts using

• external account ID
• account domain
• or account name.

Important: Importing people records only makes the data available for advertising campaigns.

To see individual activity at the person level, an integration with a CRM or Marketing Automation System is required.

Activities are matched against accounts or people using the external person ID.

Important: If the external person ID is related to an account, then the activity is matched against both the account and the person. If the external person ID is not related to an account, then the activity is matched against the person only.

CSV Headers

• Account

  Field Name	Required
  Account Name	Yes
  Account Domain	Yes
  Owner (email or name)	No
  Phone Number	No
  Employees	No
  Annual Revenue	No
  Industry	No
  External Account ID	No
  Custom Fields	No

  
  

• People

  Header Name	Required
  First Name	Yes
  Last Name	Yes
  Email	Yes
  Account Name	No
  Account Domain	No
  External Account Id	No
  External Person Id	Yes
  Person Type	No
  Postal Code	No
  Role	No
  Title	No
  State	No
  Custom Fields	No

  Matching Logic

  People records are matched using:

  1. external_account_id
  2. account_domain
  3. account_name

  Important:

  • Importing People records only supports advertising audiences unless CRM/MAS integrations exist.
  • Email is strongly recommended for deduplication and enrichment.

• Opportunity CSV Headers

  Opportunity Field Name	Required
  External Opportunity ID	Yes
  Opportunity Name	Yes
  Account Name	Yes
  Account Domain	Yes
  Close Date	No
  External Account ID	No
  Opportunity Stage	No
  Opportunity Type	No
  Revenue	No
  Custom fields	No

• Activity

  You can import task, call, meeting, email, and custom activity types.

  Task

  Field Name	Required
  TimeStamp	Yes
  Activity Date	Yes
  Owner	Yes
  External Person ID	Yes
  External Activity ID	Yes
  Title	No
  Account Name	No
  Description	No
  Account Domain	No
  Priority	No
  Status	No
  Type	No

  Call

  Field Name	Required
  Activity Date	Yes
  Caller	Yes
  TimeStamp	Yes
  Title	Yes
  External Person ID	Yes
  External Activity ID	Yes
  Duration	No
  Account Name	No
  Description	No
  Account Domain	No
  Recording URL	No
  Callee	No
  Direction	No

  Meeting

  Field Name	Required
  Start Time	Yes
  Title	Yes
  Activity Date	Yes
  Owner Id	Yes
  End Time	Yes
  External Person ID	Yes
  External Activity ID	Yes
  Location	No
  Account Name	No
  Account Domain	No
  Body	No
  External URL	No
  Outcome	No

  Email

  Field Name	Required
  TimeStamp	Yes
  Subject	Yes
  Activity Date	Yes
  From Email	Yes
  External Person ID	Yes
  To Email	Yes
  External Activity ID	Yes
  Open Sales Email	No
  Open Sales Email	No
  Account Name	No
  Attachment IDs	No
  Account Domain	No
  Sender First Name	No
  Click Sales Email	No
  Recipient Last Name	No
  Marketing Email Open	No
  Status	No
  Click Email	No
  Sender Last Name	No
  Body	No
  Recipient First Name	No

  Custom Activity

  Field Name	Required
  Activity Date	Yes
  External Person ID	Yes
  External Activity ID	Yes
  Any custom activity field that is a string type	No

For more information, please refer to this document: What to know when importing data from a CSV file