Prepare the .CSV File
Before you import data into Deltek, prepare a comma-separated values (.CSV) file that contains the data that you want to import.
To prepare the .CSV file:
- Export the record information from the source application (for example, Deltek Costpoint or Microsoft Outlook) into a .CSV file.
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Open the .CSV file in Microsoft Excel or another compatible application and verify that the first row of data in the file contains field names.
The import process assumes that the first row contains field names, not actual data. It uses those field names during the field mapping step of the import process.
- Delete from the file any records that you do not want to import into Deltek.
- Verify that the file has no merged cells.
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Review the remaining data in the .CSV file to ensure accuracy.
This is particularly important for contact names and firm names because the import process creates new records for those if it does not find a matching contact name or firm name already in Deltek. For example, if you import two contacts who are associated with the Acme, Inc. firm, make sure that you spell the firm name exactly the same in both contact records in the import file. If one contact record contains "Acme" and the other "Acme, Inc.," the import process will create two firms: Acme and Acme, Inc.
Other than making sure the correct records will be imported and the data is accurate, you should not need to "clean up" the .CSV file before you run the import process. Because you explicitly map the .CSV fields to Deltek fields during the import process, the field names in the file do not have to match the field names in Deltek, and the order of the fields in the .CSV file does not matter. It also does not matter if the .CSV file contains fields that have no equivalent field in Deltek or contains fields that you do not want to import for some other reason. The import process ignores fields in the file that you do not map to Deltek fields.
- Save the file.