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	Maps to Demandbase field	Creates New Demandbase Field?
  Account Name	Yes		No
  Account Domain	Yes		No
  Owner (email or name)	No
  Phone Number	No
  Employees	No
  Annual Revenue	No
  Industry	No
  External Account ID	No	crmId___e	No
  Custom Fields	No	supplied field name is created/mapped in Demandbase	Yes