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.

Prerequisites:
  • Before you start this procedure, you must generate a .CSV file containing the data that you want to import. A common practice is to download data to Microsoft® Excel® and save the spreadsheet as a .CSV file. Review the file carefully to make sure the data it contains is correct.
  • Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet. If you are using an iOS device, the import option is disabled on the Imports tab.

To run the import process:

  1. In the Navigation pane, go to the Utilities section and click Integrations & Imports.
  2. On the Imports tab, click the link for the import process that you want to run.
  3. On the Import From CSV dialog box, click Browse, navigate to and select the .CSV file, and click Open.
  4. Click Next. The Import From CSV dialog box displays a list of fields from your .CSV file and a default mapping to fields in Deltek. If Do not import displays in Deltek Field, Deltek was unable to determine how to map that .CSV field.
  5. Do one of the following:
    • Select Do not import duplicate records if you do not want to import any information for a record that already exists in Deltek.
    • Select Update duplicate records if you want the import process to update an existing record if a field in that record is blank or contains information that is different from information in the mapped field in the .CSV file.
    • Select Delete existing records and import if you want the import process to delete from Deltek all records of the type you are importing and then import the contents of the .CSV file. This option is useful if the .CSV file always contains all the current records.
  6. Review the default field mappings to verify that all fields in the .CSV file, listed in Source File Field, are mapped to the correct field in Deltek. If a default mapping is incorrect or if Do not import displays in Deltek Field and you want to import the data in that .CSV field, select the correct field in Deltek Field on that grid row.

    If the .CSV file contains fields that you do not want to import into Deltek, make sure that Deltek Field contains Do not import for those fields. The import process only imports data from fields that you map to a Deltek field.

  7. To start the import process, click Import.

    Depending on the number of records to be imported, the import process can take a while. You can continue working in Deltek while you wait for it to finish.

    The import process does the following:
    • If you selected Delete existing records and import, it deletes from Deltek all existing records of the type you are importing.
    • It adds records for any records in the import file that do not currently exist in Deltek.
    • If you selected Update duplicate records, it updates mapped fields in Deltek based on the information in the .CSV file for any records that already exist in Deltek.
  8. If the import process is unable to import one or more records (because of required data that is missing from the .CSV file, for example), a message displays at the top of the Deltek page. If that occurs, click the Download the CSV file link in the message to review the records that were not imported and the reasons why the imports failed.
Parent Topic: How to...