Prerequisites

1. ZD roles that can perform this action:
   
1. Organization Owner
   
2. Organization Admin
   
2. ZD permissions required to perform this action:
   
1. View apps
   
2. Assign apps
   
3. Import users
   
3. Demandbase permissions
   
1. Owner or admin role

In Demandbase

1. Sign in to Demandbase.
   
2. Go to Settings in the left navigation menu.
   
3. Click API Key Sets under APIs section.
   
4. Click Create New in the top-right corner.
   
   
   
   
   
   
5. Enter a name for the API key set under API Key Set Name.
   
6. Select Admin API permission for the key, then click Next. Once this is done, Client Tokens section will be displayed.
   
7. Click Create Token. Your Client ID and Client Secret will be generated. 
   
   

   Copy the Client Secret and store it securely in a safe location as it won't be shown again once you close this window.
   
   
   
8. Once the secret is copied and stored securely, click OK to close the window.
   
   

In Zoho Directory: Set up provisioning

1. Sign in to Zoho Directory.
   
2. Click ADMIN PANEL in the left menu.
   
3. Go to Applications, then click Add Application.
   
4. Search for Demandbase, and click Add.
   
   
5. Enter a value for the Display name field. Click Add.
   
6. Go to Provisioning tab, then click Configure.
   
7. Paste the Client ID and Client Secret that you copied from Demandbase app under OAuth Consumer Key and OAuth Consumer Secret fields respectively.
   
   
   
   
8. Click Authorize.
   
9. Select the fields that have to be synced with Demandbase, and map a relevant Zoho Directory field with them. If you'd like to have a constant value to be set in Demandbase for any field, click Edit next to the field, enter the value in the Hardcoded Value field, then click OK.
   
   

   By default, all Demandbase fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
10. Click Save and Next.
    
11. Choose which of the changes made in Zoho Directory have to be synced with Demandbase:
    
1. Create users: Assigning a user to Demandbase in Zoho Directory automatically creates a new user account in Demandbase.
   
2. Update User profile: If a user account already exists in Demandbase for a user, any changes made to the mapped fields in the user's profile in Zoho Directory will be synced with Demandbase.
   
3. Delete Users: Deleting a user in Zoho Directory will delete the user's account in Demandbase.
   
4. Activate and deactivate Users: Activating or deactivating a user in Zoho Directory will activate or deactivate them in Demandbase. Additionally, users who have an account in Demandbase will be activated when they are assigned to Demandbase in Zoho Directory.
   
12. Click Save.
    
13. If you'd like to have the users currently in Demandbase to be imported to Zoho Directory, click Import. It is advisable to import users to Zoho Directory during initial setup or when activating the app after a while. A list of users that can be imported will be displayed.
    
14. The following filters can be used to select users to import:
    
1. New Users: Users that are present in Demandbase, but not in Zoho Directory. These users will be created in Zoho Directory, and Demandbase will be assigned to them.
   
2. Update Users: Users in Demandbase who already exist in Zoho Directory will have their profile attributes updated based on the source profile you choose. The selected user's existing details will be overwritten with the field values from the chosen source.
   
3. Users to Activate: Demandbase users who are inactive in Zoho Directory but active in Demandbase will be listed here. These users will be activated in Zoho Directory and assigned to Demandbase.
   
4. Users to Deactivate: Demandbase users who are active in Zoho Directory but inactive in Demandbase will be listed here. These users will be unassigned from Demandbase after import.
   
15. Click Confirm Assignment.
    
16. Click Done.