Employee Credentials Import Fields

You can import employee credentials data into the Deltek database.

If you need to import updated employee credentials, Deltek recommends that you use the Delete existing records and import option, not the Update duplicate records option.

Location of the Employee Import Utilities

How you import employee data depends on the Deltek modules your company has activated:

• If either the Accounting module or the CRM+ module is activated, use the Data Import utility in the desktop application (Utilities > Utilities > Data Import).
• If the Resource Planning module is activated but neither the Accounting module nor the CRM+ module is activated, use the employee data import options on the Imports tab of the Integrations & Imports form in the browser application (Utilities > Integrations & Imports).
• If the CRM module is the only activated module, use the employee data import options on the Imports tab of the Integrations & Imports form in the browser application (Utilities > Integrations & Imports).

Contents

Field	Description/Notes
Employee Number Size: 20 characters Type: Varchar	(Required) An employee with a matching employee number must already exist in Deltek.
Registration Size: 10 characters Type: Varchar	Credential code. If the credential code does not match an existing credential code in Deltek, the record is imported without the credential code, and a warning displays.
Registration Type Size: 10 characters Type: Varchar	Credential type code. If the credential type code does not match an existing credential type code in Deltek, the record is imported without the credential type code, and a warning displays. The credential type codes display as headings for employee credentials on the Employee Card dialog box.
Registration Number Size: 60 characters Type: Varchar	Credential number.
Country Registered Size: 2 characters Type: Varchar	Country code. If the country code does not match an existing country code in Deltek, the record is imported without the country code, and a warning displays. If you import a record with a state/province code but no country code, the import process automatically includes the country code associated with the state/province.
State Registered Size: 2 characters Type: Varchar	State/province code. If the state/province code does not match an existing state/province code in Deltek, the record is imported without the state/province code, and a warning displays.
Date Earned Type: Datetime	These dates must be in YYYY-MM-DD format or in the date format that is specified in the My Preferences dialog box in Deltek at the time you run the import process.
Date Expires Type: Datetime	These dates must be in YYYY-MM-DD format or in the date format that is specified in the My Preferences dialog box in Deltek at the time you run the import process.
Year Earned Type: Smallint	Year credential earned.
RecordID Size: 32 characters Type: Varchar	This field only applies if you use the API to import data.
Sequence Size: See notes. Type: Smallint	This field only applies if you use the API to import data. Valid values: 0 - 32767.