Connectors for Automated Data Import

D&B CDP now supports importing data directly from Salesforce, Marketo, Eloqua and Pardot. This means that users with these platforms no longer need to manually transfer their data in batches into D&B CDP through the UI or S3.

How do I connect these platforms to the CDP? 

(1) Provide your customer success manager with an integration user that has all of the required permissions and settings for connecting to the CDP. The requirements are covered below in this article. Permissions are specific to the platform. 

(2) Work with your customer success manager to determine which fields from Accounts, Contacts, Leads, Opportunities, Marketing Activity and Sales Activity that you wish to bring into the CDP. 

Requirements for connecting to the CDP: 

Salesforce:

For Salesforce, Whitelist the IP addresses below (Salesforce only) to allow D&B CDP to access the data from your systems.

Marketo:

Eloqua:

Pardot:

Automated Data Import Connector FAQ:

How often is the data refreshed in D&B CDP?

Data will be refreshed in from the connectors on a weekly basis. Additionally, the data will be accessible in your S3 folder once the connection is established.

Can I make modifications to data being pulled by D&B CDP?

Yes, to Add or Remove columns, first log a ticket with the support team to Add New or Delete Existing columns. Once the support team closes the ticket and modifies the columns, update the template (field mapping) to account for the changes.

What happens to data that is deleted from the system? Is this propagated to D&B CDP automatically?

It depends on how deletes are done in the system.

If deleting an account or contact marks an existing account or contact as deleted, but does not physically delete the account, D&B CDP can automatically propagate these changes. Within D&B CDP, use this attribute or status to filter out the deleted objects.

If the object is physically deleted, D&B CDP is not able to detect these changes. We recommend a periodic process of identifying your deleted objects and explicitly deleting them from D&B CDP.

Known Limitations:

• Pardot:
  • We do not support the import of custom fields from any object. If you are using the Pardot connector and want to bring in custom fields from Visitor Activities or Prospects you will need to bring these in using S3. 
• Eloqua 
  • We do not support the import of custom objects from Eloqua. If you are using the Eloqua connector and want to bring in custom objects you will need to bring these in using AWS S3.