Insights administrators can adjust Data Export settings in the Account Admin section. Data export allows Demandbase users to update fields and export Account, Contact, and Lead data from Insights to Microsoft Dynamics 365 or Salesforce CRM.
|1||Open the Account Admin page||Click on Account Admin in the InsideView menu.
|2||Go to Map Fields||
On the Admin page, go to Account Settings Map Fields and edit the Export Settings for Bulk and Single records.
|3||Apply field-level settings||
For each field, the Admin can choose one of the following options:
You can choose to apply export rules for all users by clicking Account Export Settings on the top right.
*By default, Create duplicate records in CRM is disabled. To create a duplicate record, Create new records in CRM and Create duplicate records in CRM must be enabled. This also applies to Contact and Lead Export settings. Click on the Contact and Lead tabs to adjust export settings for those objects.