Imports Tab of the Integrations & Imports Form
Use the options on this tab to import data from .CSV (comma-separated values) files to quickly and efficiently add multiple records to Deltek.
Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import processes using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the options on this tab are disabled.
You can only create new records using a .CSV import if your security access rights allow you to add that type of record.
Contents
When you click one of the links described below, you then select the .CSV file and map fields in the .CSV file to fields in Deltek before starting the import process. The options that display depend on your system configuration.
Business Development
| Field | Description |
|---|---|
| Contacts |
To import contacts, click this link. For data mapping information, see Contact Import Fields. |
| Opportunities |
To import opportunities, click this link. For data mapping information, see Opportunity Import Fields. |
Employees
| Field | Description |
|---|---|
| Employees |
To import employees, click this link. For data mapping information, see Employee Import Fields. This import option is only available in the browser application if neither the Accounting module nor the CRM+ module is activated. If either of those modules is activated, use the Data Import utility in the desktop application () to import employee data. |
| Employee Skills |
To import employee skills, click this link. For data mapping information, see Employee Skills Import Fields. |
| Employee Education |
To import employee education information, click this link. For data mapping information, see Employee Education Import Fields. |
| Employee Credentials |
To import employee credentials, click this link. For data mapping information, see Employee Credentials Import Fields. |
| Employee Citizenship |
To import employee citizenship information, click this link. For data mapping information, see Employee Citizenship Import Fields. |
| Generic Staff |
To import generic resources for resource planning or project planning, click this link. For data mapping information, see Generic Staff Import Fields. |
Resource Planning
These import options are available in the browser application only if the Accounting module is not activated and the Resource Planning module is activated. If Accounting is activated, use the Data Import utility in the desktop application () to import project data.
| Field | Description |
|---|---|
| Project Information |
To import projects, click this link. For data mapping information, see Project Information Import Fields. |
| Project Assignments |
To import resource assignments for projects, click this link. For data mapping information, see Project Assignments Import Fields. |
| Historical Hours |
To import the actual hours (job-to-date, or JTD, hours) your employees have charged to projects for use in project planning, click this link. For data mapping information, see Historical Hours Import Fields. |
Other
| Field | Description |
|---|---|
| Lists |
To import lists of standard values for fields that have drop-down lists for selecting entries, click this link. For data mapping information, see Lists Import Fields |
| Firms |
To import firm information, click this link. For data mapping information, see Firms Import Fields. |
| Firm Addresses |
To import firm addresses, click this link. For data mapping information, see Firm Addresses Import Fields . |
| Organizations |
To import organizations, click this link. For data mapping information, see Organizations Import Fields. |