Contents of the Import from CSV Dialog Box

Use the fields and options on this dialog box to select the .CSV file that contains the data you want to import, to map the fields in the .CSV file to Deltek fields, and to start the import process.

The Import From CSV dialog box first prompts you to select your .CSV file.

Field	Description
Browse	Click Browse, navigate to and select the .CSV file, and click Open.
Next	Click Next to go to the next step in preparing for the import process.

After you select the .CSV file and click Next, the Import From CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to Deltek fields and start the import process.

Field	Description
Do not import duplicate records	If you do not want the import process to update any information for a record that already exists in Deltek, select this option.
Update duplicate records	If you want the import process to update fields in Deltek for a record that already exists, select this option. If a field in the existing record is blank or contains information that is different from information in the mapped field in the .CSV file, the field in the existing record is updated with the information from the .CSV file.
Delete existing records and import	if you want the import process to delete all existing records in Deltek of the type that you are importing and then import the contents of the .CSV file, select this option. This option is useful if the .CSV file always contains a complete set of the records of that type. This option is only available for some of the imports.
Source File Field	This column contains the field names from your .CSV file. Deltek assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.
Deltek Field	Use the fields in this column to select the Deltek field that corresponds to each of the .CSV file fields that you want to import. The drop-down list contains all standard and custom fields for which you can import data. Grid fields are not listed; you cannot import data for those fields. If the .CSV file contains fields that you do not want to import, select Do not import for those fields. The first time you display this dialog box, it attempts to provide default field mappings based on the field names in your .CSV file and the field names in Deltek. Review those default mappings and change any that are incorrect. Thereafter, your previous field mappings display by default.
Sample Value	This column displays the value for each field from the first data row in your .CSV file.
Records to be imported	This field displays the number of records that your .CSV file contains.
Import	To start the import process, click this button. The import process does the following: If you selected Delete existing records and import, it deletes all existing records of the type you are importing that are currently in Deltek. It adds a record in Deltek for each record in the .CSV file that does not already exist. 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.
Cancel	To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.