FAQs/Integrations & tracking/RevSure Demandbase Integration Implementation Guide
Integrations & tracking · RevSure FAQs

RevSure Demandbase Integration Implementation Guide

1. Navigate to the data-hub module in the RevSure account. Click on the Add data source button

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2. Select Demandbase data source, and it will open a sidebar to configure the connection details

RevSure Demandbase Integration Implementation Guide (figure 1)

3. Enter a unique connection name to identify the connection

RevSure Demandbase Integration Implementation Guide (figure 2)

4. In a new tab, navigate to your Demandbase account

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5. Login to your Demandbase account

RevSure Demandbase Integration Implementation Guide (figure 3)

6. Go to Settings

RevSure Demandbase Integration Implementation Guide (figure 4)

7. Click "API Tokens"

RevSure Demandbase Integration Implementation Guide (figure 5)

8. Click "Generate Token"

RevSure Demandbase Integration Implementation Guide (figure 6)

9. Click "Copy to clipboard"

RevSure Demandbase Integration Implementation Guide (figure 7)

10. Switch to tab "Add Data Source - Data Hub - RevSure"

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11. Paste the API Key

RevSure Demandbase Integration Implementation Guide (figure 8)

12. Select historical date to sync from

RevSure Demandbase Integration Implementation Guide (figure 9)

13. Select sync frequency, time and timezone to trigger the sync

RevSure Demandbase Integration Implementation Guide (figure 10)

14. Click "Connect"

RevSure Demandbase Integration Implementation Guide (figure 11)

15. Click "CONFIRM MAPPING" to confirm mapping

RevSure Demandbase Integration Implementation Guide (figure 12)

16. Click "CONFIRM"

RevSure Demandbase Integration Implementation Guide (figure 13)

17. Data source will be added, and you will be able to view sync status

RevSure Demandbase Integration Implementation Guide (figure 14)
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