How to...

You can import record data from a .CSV file into Deltek.

Related Topics:

  • 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.
  • Map the .CSV Fields to Fields in Deltek
    Before you can import data from a .CSV file, you must map the .CSV fields to Deltek fields.
  • Check for Duplicate Records
    You can specify how you want the import process to handle a contact if it already exists in Deltek.
  • Run the Import Process
    To import data into Deltek from a .CSV (comma-separated values) file, click the link for the import on the Imports tab on the Integrations & Imports form.
  • Review Import Errors
    You can review errors that occur with the import process.
Parent Topic: Import Records from .CSV Files