Create a Demandbase Data Stream Manually

After you set up a Demandbase connection, you can create a data stream to start the flow of data from your Demandbase source to Data Cloud. Using the Demandbase Data Kit to configure the data stream is recommended, but not required.

Before creating a data stream, make sure that an SFTP connection is set up. See Set Up an SFTP Connection.

  1. In Data Cloud, on the Data Streams tab, click New.
    You can also use App Launcher to find and select Data Streams.
  2. Select Demandbase, and click Next.
  3. Choose from the available Demandbase connections.
  4. Enter the file details.
FieldDescription
Import from DirectoryRemaining folder path under the parent directory that points to a file’s specific location.
File NameTo retrieve all the CSV files, select *.csv as the file name. The file name supports wildcards and CSV file formats. For example, you can use abc.csv to retrieve all file names containing “abc.” Each time the stream runs, all files that match the name, including wildcards, are imported.
SourceThe external system where data is sourced. Multiple data streams can have the same source.
  1. Click Next.
  2. Create a data lake object (DLO), or use an existing DLO.
    If you’re creating a DLO, see Data Lake Object Naming Standards. If you’re using an existing DLO, see Using an Existing Data Lake Object to Create a Data Stream.
  3. If you’re creating a DLO, edit the fields identified in the table.
FieldDescription
CategoryIdentify the type of data in the data stream. If you’re creating a company or contact data stream, select Profile. If you’re creating an intent data stream, select Engagement. In the Event Time Field, select start_date. If you’re creating any other data stream, select Other.
Primary KeyTo identify a record, select record_id.
Record Modified FieldIf data is received out of order, the system uses the record modified field as a reference point to decide whether to update the record. The record with the most up-to-date timestamp is loaded.
Organization Unit IdentifierSelect the business unit to use for a record’s data lineage.
  1. Enter a DLO label, API name, and object details.
  2. (Optional) Add formula fields.
  3. Click Next.
  4. Select Full Refresh as the Refresh Mode.
  5. Enter the deployment details, and click Deploy.