Importing Employee Data

When you first implement Deltek and any other time when you need to add multiple employees, you can often accomplish that more quickly and efficiently if you export the information from the application in which you maintain employee information into a .CSV (comma-separated values) file and import it from that file into Deltek.

For example, if you maintain employee information in a human resources application outside of Deltek, it is likely that you can export that employee data into a .CSV file. If so, you can then import it into the Deltek database, rather than adding each of the employees individually in the Employees hub in Deltek.

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). In this case, you cannot use the browser application to import employee data.
• 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). In this case, you cannot use the desktop application to import employee data.
• 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). In this case, you cannot use the desktop application to import employee data.